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Executive Moves

05/07/2024

Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales

Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales

05/07/2024

Two new executives join TPR Board

Pensions are at a moment of great change, and we are changing too, becoming more market-facing and outcome-focused.

05/07/2024

Investec names head of private client lending

The move follows a strong financial year for the private client team

05/07/2024

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

05/07/2024

Vontobel unit head joins Top 50 IAM as partner

Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.

05/07/2024

Luca Derlin named head of international markets at Quintet Luxembourg

Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.

05/07/2024

Rothschild & Co appoints UK Head of HNW Wealth Management

In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.

05/03/2024

Wealth management firm unveils senior appointments

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

05/03/2024

AllianzGI’s Mike Riddell to exit

The bond manager will leave at the end of June.

05/03/2024

New appointments in Intesa Sanpaolo’s Wealth Management Divisions

The new Wealth Management Divisions structure headed by Tommaso Corcos

05/03/2024

Quilter hires Simon Durling as investment director

He will report into Andy Miller, lead investment director.

05/03/2024

CIO exits J Safra Sarasin's CHF 22bn London boutique

Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.

05/02/2024

Quilter Financial Planning appoints senior relationship manager to enhance AR development

She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.

05/02/2024

Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals

New York-based Bomar will join the German lender in July,

05/02/2024

Investment solutions chief to exit GenTwo

Theodoros Giannakopoulos is leaving GenTwo at the end of June.

05/02/2024

Dan Dysli joins GenTwo as new CFO

His hands-on experience spans companies in the banking, technology and industrial sectors.

05/02/2024

Investec Real Estate promotes Goolab to private client lending head

Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.

05/01/2024

Pictet WM recruits Pimco partner to head investment offering

Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.

05/01/2024

Head of INVL Family Office appointed to INVL Asset Management’s Board

Nerijus’s active role in this area is very important for the success of both the new fund and the existing INVL Baltic Sea Growth Fund and the portfolio companies whose Boards he leads.

05/01/2024

Julius Baer Guernsey appoints New Head of Booking Centre

After working at ABN-AMRO for 12 years, Sonia began working at Julius Baer in 2012, where she has been since.

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