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Executive Moves

05/21/2024

RSM UK appoints Alex Tait as national head of risk and governance

His mandate will be to accelerate growth, and to support a strategic drive to strengthen the firm’s wider consulting advisory solutions.

05/21/2024

LGT names German-speaking Switzerland EAM head

Marc Schlund joined LGT Private Banking from Octogone Gestion this May.

05/21/2024

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.

05/21/2024

Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office

Craig has 25 years’ wealth management experience.

05/21/2024

Praxis appoints Group Head to lead corporate services expansion

Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.

05/20/2024

Cazenove Capital continues its partnership with Blue Earth Summit

Blue Earth Summit returns on 16th – 18th October 2024 at Woolwich Works, London. Cazenove Capital is delighted to support for the second year, aligning with our commitment to sustainable and impact investing.

05/20/2024

Oakglen Wealth recruits another Cheviot founding partner

Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.

05/20/2024

Praxis appoints new MD to lead its Malta private wealth and corporate division

Patrick also spent several years working in the wealth management and investment management industry.

05/20/2024

Barnett Waddingham appoints first Managing Partner to drive future growth

A qualified actuary, he has been consulting for 30 years across a wide range of investment and pensions issues.

05/17/2024

Pimco: The New Switzerland Chief Comes from London

In his current role, Gysi oversees the family office business in Europe and global wealth management for the French-speaking part of Switzerland.

05/17/2024

Titan Private Wealth drops co-CEO role two months after hiring Investec veteran

Matthew Beddall is now a regional managing partner, leaving Mark Puleikis as the sole CEO.

05/17/2024

Eraneos appoints new chief financial officer

He has many years of experience in the areas of finance, IT and digitalization

05/17/2024

Abrdn Top 30 star moves to RiverStone International

Tom Rosser, who features in this year’s Top 30 Under 30, leaves his role as an analyst in the Abrdn MyFolio research team.

05/17/2024

7IM makes six platform hires as it targets doubling of AUM

Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.

05/16/2024

abrdn chief sustainability officer Amanda Young departs after a decade

Dan Grandage to assume duties on an interim basis

05/16/2024

Second major exit from BlackRock’s European bond desk

Tom Mondelaers to leave asset management giant to pursue another opportunity.

05/16/2024

Swiss Re announces changes to the Group Executive Committee

He will join the Group Executive Committee at the same time.

05/16/2024

Bank Bonhôte: President's son joins board of directors

He is currently completing training in sustainable finance at the Chartered Banker Institute in Edinburgh, Scotland.

05/16/2024

Santander Names Javier Garcia Carranza as Head of Wealth and Insurance

Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.

05/15/2024

AA-rated bond PM leaves French boutique to join BNP Paribas WM

Julien Piris switches back to a mandate and selection-focused role after five years with Mansartis.

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