05/07/2024
Amaury Jordan Joins ALP Board
Amaury Jordan, CFA, brings a wealth of industry insights to Alpha Leonis Partners. H
Executive Moves
05/07/2024
Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales
Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales
05/07/2024
Two new executives join TPR Board
Pensions are at a moment of great change, and we are changing too, becoming more market-facing and outcome-focused.
05/07/2024
Investec names head of private client lending
The move follows a strong financial year for the private client team
05/07/2024
Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix
Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.
05/07/2024
Vontobel unit head joins Top 50 IAM as partner
Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.
05/07/2024
Luca Derlin named head of international markets at Quintet Luxembourg
Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.
05/07/2024
Rothschild & Co appoints UK Head of HNW Wealth Management
In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
05/03/2024
Wealth management firm unveils senior appointments
People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.
05/03/2024
AllianzGI’s Mike Riddell to exit
The bond manager will leave at the end of June.
05/03/2024
New appointments in Intesa Sanpaolo’s Wealth Management Divisions
The new Wealth Management Divisions structure headed by Tommaso Corcos
05/03/2024
Quilter hires Simon Durling as investment director
He will report into Andy Miller, lead investment director.
05/03/2024
CIO exits J Safra Sarasin's CHF 22bn London boutique
Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.
05/02/2024
Quilter Financial Planning appoints senior relationship manager to enhance AR development
She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.
05/02/2024
Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals
New York-based Bomar will join the German lender in July,
05/02/2024
Investment solutions chief to exit GenTwo
Theodoros Giannakopoulos is leaving GenTwo at the end of June.
05/02/2024
Dan Dysli joins GenTwo as new CFO
His hands-on experience spans companies in the banking, technology and industrial sectors.
05/02/2024
Investec Real Estate promotes Goolab to private client lending head
Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.
05/01/2024
Pictet WM recruits Pimco partner to head investment offering
Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.
05/01/2024
Head of INVL Family Office appointed to INVL Asset Management’s Board
Nerijus’s active role in this area is very important for the success of both the new fund and the existing INVL Baltic Sea Growth Fund and the portfolio companies whose Boards he leads.