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Executive Moves

05/13/2025

Ex-Julius Baer executive resurfaces on major asset manager’s board

Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.

05/13/2025

Columbia Threadneedle UK distribution co-head joins Rathbones

As part of a trio of hires to the Rathbones distribution team

05/13/2025

Premier Miton rethinks manager line-up on trio of funds

Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.

05/13/2025

Rathbones AM poaches from Vanguard in hiring spree

The appointments come as the firm attempts to strengthen its advisory offerings.

05/09/2025

David Geale appointed executive director for payments and digital finance

In his role David will be responsible for helping to deliver the National Payments Vision and driving the FCA’s work on open banking and digital finance.

05/09/2025

Urs Fehr becomes Head of Communications and Investor Relations

Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.

05/09/2025

Wave of PM exits at Schroders amid sweeping ‘transformation’

Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.

05/09/2025

Private markets platform adds Santander AM chair to board

Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.

05/09/2025

Fund buyer returns to German group to replace outgoing selector

Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.

05/08/2025

Citi hires JPMorgan veteran for wealth business

Russell Budnick joins Citi Wealth as global head of capital markets

05/08/2025

Credit Suisse Veteran Joins Private Bank

Sébastien Pesenti has recently become the head of Indosuez Wealth Management’s domestic business in Ticino, Switzerland

05/08/2025

Julius Baer managing director retires

Paul Van Neste retires after nearly 15 years at Julius Baer.

05/08/2025

Nucleus appoints group Chief Risk Officer

Louis joins Nucleus from Brooks McDonald

05/08/2025

Zurich Private Bank Appoints Prominent New Board Member

She succeeds Peter Altorfer, who declined to stand for re-election.

05/08/2025

Selector 100 fund buyer exits for senior role at German private bank

Multi-asset specialist to assume head of portfolio management position at new employer.

05/07/2025

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.

05/07/2025

Mirabaud & Cie (Europe) SA strengthens its governance with the appointment of Carlo Thill to its Board of Directors

This appointment is part of the Group’s strategy to consolidate its governance structure in Luxembourg and support its strategic development in Europe.

05/07/2025

Saxo hires Michelle West as UK head of compliance

In her role, Michelle will focus on further enhancing Saxo’s risk and compliance functions, ensuring Saxo maintains the highest standards of operational integrity.

05/07/2025

Flagstone appoints former MoneySupermarket executive to drive billion-pound growth strategy

He brings with him two decades of experience with some of the UK’s fast-growing, consumer-facing finance brands.

05/07/2025

BNP Paribas to announce new Swiss wealth chief

Incumbent Beat Bachmann is moving to take charge of the group’s German wealth management division, which is doubling in size following a takeover.

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