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Executive Moves

07/17/2025

Omnis hires Riverstone Top 30 wealth manager

Tom Rosser join Omnis Investments as senior investment analyst after just over a year with Riverstone.

07/17/2025

Ex-Fidelity CEO Anne Richards named Coutts chair

Dame Anne Richards, who led Fidelity for six years, replaces Lord Remnant later this year.

07/17/2025

Davies appoints new senior hire to lead Asset & Wealth Management consulting practice

With deep expertise in investment strategy and technology transformation, Stephanie will drive growth and innovation as the firm expands its consulting services.

07/17/2025

UK’s National Wealth Fund appoints new chief

IFoA, Barnett Waddingham, National Wealth Fund, Aon

07/17/2025

Axa XL promotes Shaun Wilkinson to head of international casualty

Wilkinson will report to Ben Kinsella, head of risk managed, retail, UK and Lloyd’s.

07/17/2025

Franklin Templeton appoints head of UK wholesale

This promotion recognises his strong leadership skills and ongoing contributions to the UK business

07/16/2025

7IM Private Client expands financial planning team with two Associate Director in Scotland

At 7IM, he will manage a portfolio of high-net-worth clients—including individuals, families, and businesses—delivering tailored financial and wealth management advice to help them achieve their long-term goals.

07/16/2025

Daniel Boege appointed Chief Investment Officer, Vaishnavi Katamreddy to head buyout team

At the same time, Vaish Katamreddy will take over as Head of Buyout.

07/16/2025

Promotions at Obwaldner Kantonalbank

The management and all employees warmly congratulate the promoted employees

07/16/2025

Liquidnet hires Credit Suisse's former head of equity derivatives

Establishing local teams in key European hubs enhances our ability to deliver a more tailored service offering

07/15/2025

BIL Suisse promotes former CS and Julius Baer executive

She brings more than three decades of industry experience and worked for many years at both Credit Suisse and Julius Baer.

07/15/2025

Schroders chief risk officer Drury exits

Nigel Drury left the company in June, according to Companies House records.

07/15/2025

Alti Re Limited and Alvarium Fund Managers (UK) Limited enter administration

Alti Re Limited (Alti Re) and Alvarium Fund Managers (UK) Limited (Alvarium) provide alternative investment fund management and real estate investment services.

07/15/2025

BBVA appoints Walter Rizzi as head of digital banking in Italy

BBVA continues to drive growth in Europe with the appointment of Walter Rizzi as Head of Digital Banking in Italy, a key role in adapting the bank’s offering to the needs of the local market.

07/15/2025

FINMA Executive Board: Thomas Hirschi to leave FINMA

FINMA’s Board of Directors and Executive Board thank Thomas Hirschi for his valuable contribution during his time at FINMA.

07/15/2025

New Incoming CEO of the National Wealth Fund

The Chancellor of the Exchequer has today announced the new Chief Executive Officer of the National Wealth Fund.

07/14/2025

EFG’s UK boss on ‘strategic’ hiring after Credit Suisse collapse

Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers

07/14/2025

MPs slam Ombudsman leadership over CEO exit

The report also rebukes the conduct of FOS chair Baroness Manzoor, who refused to answer questions about the dismissal during a committee hearing.

07/14/2025

Fidelis Partnership names former Arch exec Suzanne Wells as COO

She will be based in London.

07/14/2025

Evelyn Partners appoints new Head of Financial Planning Advice

Philip Lewis joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability.

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