01/03/2024
Harneys announces 2024 senior promotions
Two new partners have been appointed, Carolynn Vivian in the Cayman Islands and Jessie Xu in Shanghai.
Executive Moves
01/03/2024
Former Majedie global equities head to leave Liontrust
Tom Record has stepped away from his portfolio management responsibilities and will leave the UK-based asset manager at the end of the month.
01/03/2024
FNZ overhauls management following raft of senior departures
FNZ’s head of platform delivery and CFO are among those leaving the tech giant in an overhaul of its leadership.
01/03/2024
BDO strengthens South East team with Private Client partner hire
Recognised as one of the ‘Top 35 under 35’ by eprivateclient, she will work with HNWIs, families and their structures – both in the UK and internationally.
01/02/2024
French investment & wealth management boutique chief quits
Guillaume de Lamaze has left his role as president of Groupe Forward to be replaced by CFO Anthony Rivares.
01/02/2024
Evelyn Partners strengthens Leeds investment management team with experienced appointment
She specialises in managing investments for private clients and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
12/29/2023
Elwood Technologies appoints Chris Lawn as CEO
He has been providing services and expertise to Elwood since January 2023
12/29/2023
Justin Cooper joins Grant Thornton as partner in forensics wing
On his arrival at Grant Thornton, Cooper takes leadership of the firm’s forensics data analytics team.
12/27/2023
Steve Deverell-Smith joins First Actuarial amid rapid growth
He arrives from WTW.
12/27/2023
Leading Antitrust Advisor Nicole Kar Joins Paul, Weiss in London
Kar advises clients on merger and foreign investment reviews, cartel and market sector investigations and competition law in the European Union and the United Kingdom.
12/27/2023
Alison Rose’s name axed from government report after Farage debanking scandal
Dame Alison was forced to step down from her role leading the annual review in July in the wake of the scandal over NatWest’s handling of Mr Farage’s account.
12/22/2023
Nathalie Bricker Appointed Deputy Chief Executive Officer of Natixis Investment Managers
In this context, she becomes a member of the Senior Management Committee of Groupe BPCE's global financial services, placed under the responsibility of Stéphanie Paix, Chief Executive Officer.
12/22/2023
HALO Technologies accelerates European expansion, appoints CEO of UK subsidiary
He was previously managing director with SS&C Hubwise and its advisor investment platform offering business-to-business asset servicing and front-end solutions.
12/21/2023
FIAU: Appointment of Director
Mr Zammit has been appointed following a public call for applications and a selection process as required by law.
12/21/2023
Quilter platform appoints Paul Canning as business development manager
The new role is part of a revamped and regionally focused business development team, led by Graham Folley, Quilter’s head of business development and discretionary sales.
12/21/2023
Gloria Ortiz to replace Dancausa as CEO of Spain's Bankinter
The changes will take effect from March 21, 2024, if approved by shareholders on that day during an annual general meeting.
12/21/2023
The platform advantage: HL’s Steve Clayton on the seven-year itch, AI and regrettable stocks
HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.
12/21/2023
Stuart Rosling appointed Atomos portfolio management head
Rosling replaces former London office head Stuart McCann, who left in November after 11 years with the business.
12/21/2023
Vontobel appoints new Head of Corporate Communications
She has a strong track record and extensive experience in communications and global public relations.
12/21/2023
Foresight Enterprise VCT chair set to step down
Raymond Abbott departs