11/21/2023
Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.
Executive Moves
11/21/2023
UBS sends veterans to the Channel island of Jersey
The new Jersey boss can already look back on a quarter of a century at the big bank and took his first steps at UBS in wealth planning.
11/21/2023
RBC Brewin Dolphin hires director for UHNW arm
Richard Betts has been hired from J Safra Sarasin to join Brewin’s 1762 division, based near Mayfair.
11/21/2023
AA-rated global macro PM and team exit GAM for alts shop
London-based alts specialist welcomes three-strong unit, who will retain control of existing fund on a delegated basis.
11/20/2023
Succession Wealth appoints head of M&A
He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.
11/20/2023
Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn
The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.
11/20/2023
Evelyn Partners bolsters Leeds office with experienced investment manager appointment
He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.
11/20/2023
Stonehage Fleming names Head of Family Office in Guernsey
Prior to this, Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking in the Isle of Man, and a Director at Abacus Trust Company.
11/20/2023
7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
11/20/2023
State Street Global Advisors announces Ann Prendergast as new Head of EMEA
She will continue to lead State Street Global Advisors Europe, Ltd.
11/17/2023
Schroders Personal Wealth appoints Head of Transformation
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
11/17/2023
Nomura scoops up Neuberger Berman’s Kapish Patel
Patel to be reunited with Julian Marks
11/17/2023
Alvarez & Marsal expands digital banking offer with senior hire
Pierre Legrand joins as a Managing Director to lead Alvarez & Marsal’s Digital Financial Services Practice
11/17/2023
FCA and PSR Boards appoint new members to decision-making committees
These two committees are responsible for taking certain competition law decisions on behalf of the FCA and PSR.
11/17/2023
Zug fund management brings in ex-manager from Blackrock Switzerland
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Hugh James welcomes new partner
Her proficiency extends to international dimensions with a successful track-record of collaborating on matters involving jurisdictions across Europe, US, Africa, Asia, and the Middle East.
11/17/2023
Geneva IAM hires private banker to head client services
Julie Mouton-Arnold has left BIL Suisse to join Baseline Wealth Management in October.
11/16/2023
Sionic adds Richard Dodds to wealth management practice
He arrives from State Street, with 25 years of industry and consulting experience.
11/16/2023
Close Brothers AM poaches senior investment manager from Evelyn Partners
Sally Fawcitt joins
11/16/2023
Canaccord targets advisers with Abrdn and M&G Wealth hires
Toby Gower and Francis Walker join CGWM as business development directors to help increase the wealth firm’s advice reach in the north and southwest.