05/31/2023
Ocorian appoints new CIO
The creation of the CIO role is the consequence of our ever-growing focus on digital transformation and has responsibility for IT and digital requirements across the group.
Executive Moves
05/31/2023
Fidelity EM debt manager stepping down as lead PM
Fidelity’s emerging market debt team reshuffle prompts concern from Morningstar analysts.
05/31/2023
Progeny appoints new Chief Operating Officer to prepare for future international growth
She has worked with a diverse range of businesses and sectors, including Aegon, easyJet, Three, Orange (EE) and Next plc, supporting companies with scalability and global expansion.
05/31/2023
Canada Life appoints MD of retirement
Evans has previously worked for The Phoenix Group and Ernst & Young.
05/30/2023
Shoosmiths real estate adds new partners in Manchester and Leeds
The appointment bolsters Shoosmiths’ development group that is currently advising businesses including Stoford, St Modwen and Henry Boot.
05/30/2023
Julius Baer strengthens its Basel branch with new relationship managers
Gabriele Klass brings more than 28 years of experience in the financial industry.
05/30/2023
Allianz Global Investors Names New Switzerland Head
Markus Lehner joined from Legal & General Investment Management
05/30/2023
Verso Wealth Management appoints former Brown Shipley CEO group chief executive
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
05/29/2023
ZEDRA Governance appoints Phil Clark as Client Director
Phil has all of these skills and more, with a strong background in strategic planning and creative thinking.
05/26/2023
Pacific Asset Management Appoints Global Head of Institutional Sales
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/26/2023
TMF Group appoints new Chair and Supervisory Board members
She rose up the ranks in Citibank, then became CEO of Transaction Banking at ABN before joining Alvarez and Marsal.
05/26/2023
Schroders continues expansion of UK LDI team
Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.
05/26/2023
Barclays Switzerland appoints Lombard Odier veteran as chairman
Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.
05/26/2023
Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
05/25/2023
Weatherbys Banking Group names new chairman, NED and CEO
Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.
05/25/2023
Santander AM makes Pictet and APG hires for senior roles
The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.
05/25/2023
Fidelity International appoints head of stewardship
Emilie Goodall will support ESG analysis and engagement activities
05/25/2023
LGIM appoints new Head of Infrastructure Debt
Previously, John spent over eight years at IFM Investors, most recently as Executive Director, Debt Investments where his role focused on deploying institutional capital into pan-European infrastructure debt.
05/25/2023
Oberon Investments poaches Atomos 30 Under 30 star
Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.