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Executive Moves

07/02/2025

Wealthtime's Lucy Bristow leaves CCO role at platform

Bristow, who held the role of CCO for just over two years, left the business last week.

07/02/2025

Stonehage Fleming Announces Director Promotions Across Group

The new cohort of Directors are accompanied by 12 promotions to Associate Director, 16 promotions to manager and 25 promotions to Senior Associate across the Group’s offices and services.

07/02/2025

Azets welcomes new private client tax partner to Edinburgh office

The proposed changes to inheritance tax are giving clients major cause for concern, particularly in relation to pensions and succession planning.

07/02/2025

Praxis appoints Ciaran O’Neill as MD to lead Guernsey Private Wealth team

In his new role, he leads the Guernsey team in delivering private wealth and corporate services, with a particular focus on long-term client relationships, cross-border structuring, and sound governance.

07/02/2025

UBS Wealth hires HSBC Private Bank duo

Tina Bee and Alecia Ibbotson joins as client advisors in UBS Jersey office.

07/02/2025

LGT WM co-head of wealth planning exits

Graham Thomas has stepped away from the firm after seven years.

07/02/2025

Barclays announces updates to Group Executive Committee

Craig and Anne Marie have been working closely with Alistair since April in order to effect a smooth transition.

07/02/2025

Robert Swaak to join Barclays UK Board as Non-Executive Director

As part of Board succession planning, Mr Swaak will, subject to regulatory approval, assume the role of Barclays Bank UK PLC Board Audit Committee Chair from March 2026.

07/01/2025

Redington CEO steps down after Gallagher deal

Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.

07/01/2025

Antonia Murga appointed Market Head Latin America

I am very excited to announce the appointment

07/01/2025

Natixis Investment Managers finds another opportunity at Robeco

Ingold has extensive experience in the Swiss financial industry.

07/01/2025

Claude F. Moser rejoins Orbit36 to expand Global Treasury and Risk Advisory Capabilities

Throughout his career, Claude has led large-scale strategic initiatives across Zurich, London, New York, and Singapore

07/01/2025

Former WTO Chief Economist Ralph Ossa moves to UBS Endowed Professorship at the University of Zurich

During his time at the WTO, Ossa led the organization's economic strategy.

07/01/2025

Fairstone CEO Lee Hartley to step down after 18 years

Hartley, who founded Fairstone nearly 18 years ago, said he was proud of the company’s progress and its distinct approach to advice.

07/01/2025

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

07/01/2025

Lazard Welcomes Klaus H. Hessberger as Managing Director and Global Co-Head of Financial Sponsors Group

These appointments reflect Lazard’s expanding connectivity and partnership with alternative asset managers

07/01/2025

Evelyn Partners hires Catherine Kirchmann as Partner in investment management team

Catherine is a highly experienced, senior wealth management professional

07/01/2025

Ninety One announces appointment of David Knee as Head of Multi-Asset

Knee’s appointment to add meaningful strengthening to Ninety One’s investment platform.

07/01/2025

Polar Capital CEO Rochussen to step down

After eight years in the role

06/30/2025

Liberty Rock Property names new managing director

He previously held senior roles at Beauchamp Estates and has advised UHNW clients and developers including the Reuben Brothers, Berkeley Homes and Amazon Property Group.

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