03/20/2025
Ocorian appoints Global Head of Partnerships to help drive growth
She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.
Executive Moves
03/20/2025
Swiss Life Asset Managers: New Head Real Estate
His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.
03/20/2025
Jon Pliner succeeds Craig Baker as Towers Watson CIO
Baker will take a ‘more external, market facing’ role managing the firm’s strategic relationships
03/19/2025
Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
03/19/2025
Sparrows Capital makes double BDM hire
Paul Fox and Michelle Liseli join
03/19/2025
Former UBS Executive Joins Lombard Odier
Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.
03/19/2025
New hire strengthens private wealth team at independent firm Praxis
His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.
03/19/2025
Fidelity International global bond CIO to exit
The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.
03/19/2025
CFO of Hargreaves Lansdown steps down as financial services firm transitions from public into private ownership
The financial services firm will delist on 25 March 2025 following its £5.4bn takeover by a private equity consortium.
03/19/2025
New directors and new offering at Grant Thornton’s South East team
Tatiana Gullan, Heather Boden, and Tom Harrison will take on key roles in the firm’s South East office to support the area’s dynamic business landscape while helping grow and upskill the regional team of financial experts.
03/18/2025
Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
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.