03/18/2025
Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
Executive Moves
03/18/2025
Principal Asset Management names global real estate head
He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.
03/18/2025
Evelyn Partners names financial planning director for London team
She joins from Satis Wealth Management
03/18/2025
Ex-BNP Paribas WM market head joins Top 50 IAM
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.
03/18/2025
Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman
Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.
03/18/2025
Top 50 IAM recruits wealth planning head from BIL
Novum Capital Partners is a multi-family office founded in 2018.
03/18/2025
Blue Owl Capital appoints new global head of Family Capital
Blake joined KKR in 2014, leading Family Capital initiatives in EMEA and Asia.
03/18/2025
Hedge fund Schonfeld hires FX quant head in London from Millennium
Helder Antunes has joined Schonfeld as head of quantitative resources and development for macro and fixed income.
03/18/2025
Maples Group Expands UK Fiduciary Team With Securitisation Hire
The Maples Group is pleased to announce the expansion of its UK fiduciary team, with the hire of structured finance specialist Shohel Ali.
03/17/2025
Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
03/17/2025
Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ steering committee
Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI
03/17/2025
Aberdeen Adviser appoints Max Rothery as chief marketing officer
Rothery said he was excited to join at a key moment for the business.
03/14/2025
Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale
They will join Brooks Macdonald on 1 July 2025.
03/14/2025
Daniel Gentsch appointed Chairman of EY Switzerland
The long-standing partner of EY will take over his new role on April 1, 2025
03/14/2025
CCLA makes appointments to investment & client relationship teams
John McDougall and Eoghan Reid joined CCLA’s equities investment team as Global Equity Analysts.
03/13/2025
7IM investment veteran leaves after 15 years
Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.
03/13/2025
Titanbay adds wealth management heavyweight to board
He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.
03/13/2025
Oberon hires former Cazenove Capital marketing boss
Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.
03/13/2025
Artemis appoints Teun Johnston as CEO
He will succeed senior partner Mark Murray, who is retiring at the end of June after nearly a decade at the helm and 28 years with the firm.
03/13/2025
Evelyn Partners strengthens wealth management teams in the North with three new hires
Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition