07/18/2025
VP Bank appoints new Chief Financial Officer
Roland Kläy is a certified public accountant and holds several advanced degrees
Executive Moves
07/18/2025
Zwei Wealth recruits ex-hotelier as partner in Romandy
Boyer’s appointment comes after that of Thierry Cherf as the firm’s new Geneva location head.
07/18/2025
Canaccord Wealth ESG head Patrick Thomas exits
Thomas departs the firm he started his career with 15 years ago.
07/18/2025
ABN AMRO nominates Daniel Hartert as Supervisory Board member, succeeding Arjen Dorland
The nomination is subject to the approval of the European Central Bank.
07/17/2025
Evelyn hires ex-Newcastle Falcons rugby star Alex Tait
Tait joins Evelyn’s Newcastle financial planning team two years after retiring from professional rugby.
07/17/2025
TradeXBank AG appoints new General Counsel
He will join the Executive Board, subject to regulatory approval, and report to CEO Camille Sednaoui.
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.