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Canaccord Wealth co-CIO steps down amid chief investment office changes

Richard Champion has worked in financial services for 41 years

Rob Duarte Joins Investec as Private Client Business Development Lead in Jersey

Rob will focus on building relationships with high-net-worth individuals, entrepreneurs, family offices and professional intermediaries, helping clients access Investec’s bespoke private banking, lending and wealth solutions.

Bellevue Asset Management gains experienced sales expert

This addition to the team is part of the ongoing development of the global sales structure under the leadership of Florin Boetschi

Mishcon de Reya’s new Managing Partner takes over role

In addition to supporting Daniel in the management of the firm and the delivery of its strategic objectives, the Executive Partners will continue to advise and support their clients without change.

New leadership at One Four Nine Group

Gabrielle and Matt will work closely with Stuart Harding (COO) to continue to build a first-class national wealth advisory firm with in-house Discretionary Investment Manager (“DIM”).

Top 50 firm merges wealth managers in restructuring

Copernicus Wealth Management has also brought its wealth management and investment services teams together.

Zurich boutique recruits ex-SIX manager for senior post

ESG-AM expects to recruit additional staff later this year, following the appointment of Janine Hofer-Wittwer as sustainability chief.

Skipton Business Finance appoints Simon Millington as Birmingham relationship manager

Skipton Business Finance has appointed Simon Millington as relationship manager for Birmingham, strengthening its Midlands presence as demand for flexible funding solutions grows.

Former M&G Switzerland CEO joins global quant IM as Swiss sales chief

De Gennaro was most recently the head of sales Switzerland at Man Group, where he was succeeded by Joerg Zimmermann last month.

FCA appoints new members to the Secondary Markets Advisory Committee

The committee includes representatives from firms operating from across the different segments of financial markets.

Walkers Professional Services appoints Frank Eggloff as Chief Financial Officer

He joins a leadership team led by Chief Executive Officer Steven Manning, and will help shape WPS's financial strategy as it broadens its service lines and deepens its presence across its investment hubs.

Deutsche Bank makes senior appointment to Greek wealth management franchise

Constaninos Daroussos takes on role as senior relationship manager for Greek private clients, based in Luxembourg

RBC appoints Sian Hurrell and Robin Beer as Co-CEOs to accelerate European growth

Both will retain their current roles as Head of Capital Markets Europe and Head of Global Sales & Relationship Management and CEO of RBC Wealth Management Europe, respectively.

IQ-EQ appoints four Sales Directors to drive growth of UK business

Adam Johnson, James Morris, Faye Acosta and Robert Burchett-Coates have joined as Sales Directors based in our London office, bringing a wealth of industry experience and subject matter expertise.

Ray Brash named MiFinity group COO

Most recently COO of CleverCards, Brash is a founding member of The Payments Association's advisory board and advisor to SpriveApp and Ekko.

OC&C co-founder Michael Jary named chair of National Audit Office

He has been a strategy adviser to large companies for four decades

Dom Caunt joins Azets as corporate finance advisor

Azets’ Corporate Finance team in the North East operates from two offices in Newcastle and Teesside – and advised on 124 disclosed deals in 2025, with an even split between buy-side and sell-side work.

Morningstar Indexes appoints global head of product and research

Robert Edwards has worked at the firm for more than eight years

J.P. Morgan reshuffles senior private bankers in APAC and EMEA

She will relocate from the UK to Hong Kong to take on the new role and report to Harhika Patel, CEO of the Asia private bank.

Aviva announces two promotions in private client business

Among the moves is Tom French, previously head of private client sales, being promoted to the expanded role of head of commercial and distribution.

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Executive Moves