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Executive Moves

03/05/2024

Finura hires Quilter’s Rio Stedford as new financial planning lead

She has experience working with high-net-worth individuals and will be a key player to drive Finura’s strategic growth ambitions this year.

03/05/2024

Evelyn Partners continues North West expansion with financial planner appointment

Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.

03/05/2024

Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group

This appointment marks a milestone in the Group’s growth and strategic direction

03/05/2024

Mediolanum International Funds appoints head of fixed income

His expertise will contribute to defining the Investment Committee’s macro view, guiding strategic and tactical decisions for all funds, including multi-manager strategies, shared the firm.

03/04/2024

Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser

Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles

03/04/2024

Quilter appoints Kirsty Anderson to further strengthen technical support for advisers

Prior to that she was a business development manager at Royal London having previously worked for Standard Life.

03/04/2024

Former UK chancellor Lord Hammond appointed new Railsr chairman

Lord Hammond has occupied several prominent cabinet positions throughout his political career.

03/04/2024

Wealth manager Brown Shipley strengthens Leeds office to support strategic growth

A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.

03/04/2024

Fidelity International appoints equity chief as it splits CIO role

Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.

03/01/2024

SNB Chairman Thomas Jordan to step down at end of September 2024

They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.

03/01/2024

Janus Henderson poaches UK distribution head from Ninety One

He joins from Ninety One

03/01/2024

Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul

Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.

03/01/2024

Klarphos adds to its Southern Europe Team

Based in our Madrid office, Isabel will play a key role in the expansion of our solutions for alternative investments in Iberia, Italy and Greece.

03/01/2024

EFG announces the nomination of Richard Metcalf as Chair of the UK Board

He will succeed John Reed, who is retiring after nine years in this role.

03/01/2024

Schroders: Directorate Change

Iain has been a member of the Audit and Risk Committee since 1 January 2024

03/01/2024

ClearBank promotes risk and compliance chief Emma Hagan to UK CEO

In assuming the newly established role, Hagan will be tasked with leading the platform’s operations in the country and strengthening its position within the market.

03/01/2024

Vanguard CEO Tim Buckley to retire by year-end

CIO Greg Davis becomes president

03/01/2024

Fidelity International appoints Keith Metters as president of business

Will replace CEO Anne Richards, who will return as vice chair

02/29/2024

Paul, Weiss Adds Chief of European Operations in London

In that role, he led strategic planning and execution across all offices, helped enhance the delivery of legal services, and oversaw office openings, expansions and lateral hiring.

02/29/2024

Multi-family office names former HSBC Global PB Mena chief as partner

Sobhi Tabbara becomes partner at Geneva's HBK Investments Advisory on 1 March.

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