03/31/2025
Nucleus strengthens financial leadership team with two new roles
Both roles are newly created, strengthening the Finance team as Nucleus continues to invest in its leadership talent to reflect its growth.
Executive Moves
03/31/2025
Waverton chair David Rosier retires
After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.
03/28/2025
Vanguard appoints Spain country head for ‘official market entry’
He will report to Simone Rosti, head of Italy and Southern Europe
03/28/2025
L&G appoints Andy Parsons and Lois Day to the Mastertrust Trustee Board
Andy and Lois join the trustee board with the L&G Mastertrust having recently surpassed £30bn in assets under management, growing by a third in under two years.
03/28/2025
Simplybiz brings in former M&G Wealth Advice boss Tom Hegarty as CEO
He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.
03/28/2025
7IM CIO Martyn Surguy to exit in strategic review
Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.
03/28/2025
Regula Berger becomes Chairwoman of the Board of Directors of Bank Cler
She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.
03/28/2025
Julius Baer Signals Crypto Push With Strategic Hire
Julius Baer has brought on board renowned crypto specialist Michael Martin
03/28/2025
Deutsche Bank shapes Management Board for next phase of growth strategy
Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period
03/28/2025
Graham Withers Promoted to Managing Director
Chief Executive Phil Gent explains: "PBIM is in a very pleasing "growth" phase which has seen the business and investment team expand significantly over the past 12 months.
03/28/2025
Time4Advice founders to retire as Richard Brian steps into leadership role
The company has named Richard Brian, currently technical director, as the new managing director of CURO.
03/27/2025
Clemens Kaiser appointed Chief Country Officer Switzerland and CEO of Deutsche Bank (Suisse) SA
He succeeds Alessandro Balestra who covered both positions ad interim after Loïc Voide left Deutsche Bank in November 2024.
03/27/2025
Change in the Head of Communications at the Swiss Life Group
Personally and on behalf of the Executive Board
03/27/2025
Troy promotes co-manager on flagship Trojan fund
Charlotte Yonge and Tomasz Boniek will become co-manager of the firm’s multi-asset and global income strategies, respectively.
03/26/2025
Quilter Cheviot hires Tim Armitage as investment strategist
He will also develop and maintain forecasting scorecards and models, and provide commentary on financial markets to clients, advisers and Quilter Cheviot’s investment managers.
03/26/2025
Canaccord Wealth appoints new Head of International Distribution
He has joined the business as part of Canaccord Wealth’s acquisition of Brooks Macdonald International (BMI), where he had worked for ten years.
03/26/2025
Butterfield expands banking team in Jersey
Daniel Peters, who has extensive expertise providing banking to the fiduciary and fund sectors, has joined their Corporate Banking team.
03/26/2025
Vaud-based Investment Manager Hires Former CS Investment Expert
He joined the firm this month in the city of Lutry.
03/26/2025
Arab Bank Switzerland to appoint BCGE stalwart as CEO
New head Yves Spörri ran multiple departments at Banque Cantonale de Genève.
03/26/2025
Change in the management of BEKB
He will temporarily support the Executive Board led by Armin Brun on strategic matters and ensure a careful handover of the department until his departure from BEKB.