07/05/2024
Investec W&I portfolio head exits after nearly two decades
Jon Walker departs to pursue opportunities ‘outside of the industry’, leaving co-portfolio head Fraser Ford to oversee the integration with Rathbones.
Executive Moves
07/05/2024
M&G drops Liontrust UK strategy from MPS after manager upheaval
Manager and style change mean the strategy can no longer be a ‘core’ UK fund in M&G portfolios, says the wealth manager’s Shanti Kelemen.
07/05/2024
National Bank finds new head for the media office internally
He will take up his post at the beginning of August 2024.
07/05/2024
Deutsche Bank starts cutting jobs at Numis after merger
It is understood that the cuts have impacted a number of senior brokers.
07/05/2024
A-rated strategic bond manager exits Fidelity International
He joined Fidelity in 2006
07/05/2024
Altus names new platforms director from Wealthtime
She is a chartered financial planner and a former partner in an IFA practice.
07/05/2024
FERI further expands its advisory expertise for professional clients
In her new role, Heike Ahlgrimm is primarily responsible for the strategic development and expansion of the Investment Solutions division.
07/05/2024
Evelyn Partners adds experienced business tax Partner to Cambridge office
Emma Queen will be based in Evelyn Partners’ Cambridge office
07/05/2024
Labour win 2024 UK General Election – what it means for your money
Labour have won the 2024 UK General Election and Sir Keir Starmer will be appointed prime minister this morning. Here’s what a new Labour government could mean for your money.
07/05/2024
Kingswood CEO David Lawrence resigns with immediate effect
A process to appoint a permanent CEO will commence shortly
07/05/2024
Cinerius Makes a Clean Sweep at the Top
The Zug-based financial group Cinerius is undergoing significant changes in its executive management.
07/04/2024
Pax Asset Management appoints new Head of Real Estate
He is currently a member of the board of directors of Central Real Estate Holding AG and Rhystadt AG, one of the largest transformation projects in Switzerland.
07/04/2024
Coutts executive director steps down after 16 years
Riaz Mansha has stepped down after a three decade career in banking and private wealth.
07/04/2024
Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee
He takes over from Katie Errock ACSI who has been the president since 2022.
07/04/2024
Edmond de Rothschild REIM appoints Benoit de la Boulaye as Investment Director for Europe
Benoit also joins the executive committee of Edmond de Rothschild Real Estate Investment Management.
07/03/2024
Josef Montanari becomes new Head of Private Customers Region Eastern Switzerland at Migros Bank
In his new role as Head of Private Customers in Eastern Switzerland from mid-October 2024, Josef Montanari will succeed Patrick Weibel
07/03/2024
Octopus Ventures poaches HSBC Innovation Banking CEO
She will remain in her current role until the end of the year to help choose a successor and become a “special advisor” to HSBC from the beginning of 2025
07/03/2024
Banque Audi Suisse poaches new AM head from Banque Cramer in latest reshuffle
Hans D. Itburrun was formerly the CIO and head of external asset management at Banque Cramer in Geneva.
07/03/2024
VG announces mid-year career promotions in Private Wealth and Corporate teams
In Private Wealth, Tyler Hine has been promoted to Senior Trust Officer.
07/03/2024
Oddo BHF hires trio of UBS consultants
The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.