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Executive Moves

09/17/2024

Investec wealth veteran exits to join Oberon Investments

Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.

09/17/2024

Sharon Bentley-Hamlyn to retire from Aubrey Capital Management after 18 years

Sharon has achieved remarkable success as a top-percentile, AAA-rated fund manager.

09/17/2024

IQ-EQ appoints Commercial Director for the Netherlands

He began his career as a tax lawyer before transitioning to a corporate tax manager role.

09/16/2024

Aegon appoints Michele Bareggi as Chief Strategy, Transformation & Growth Officer

Mr. Bareggi brings over 25 years of experience in the financial services industry

09/16/2024

Orrick Continues Growth of Finance Team in Paris

Orrick’s Paris Finance team now includes 6 partners and 14 counsel and associates, covering all areas of private credit transactions.

09/16/2024

Close Brothers Group: CEO Leave of Absence

The group has put in place robust temporary cover arrangements to ensure continuity in the delivery of the group's strategy during this period.

09/16/2024

Skerritts snaps up £1bn Harrogate IFA and Openwork CFO

Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.

09/16/2024

Global financial services group GSB makes double hire for wealth division

Paul Waterman and Craig Holding join the firm in Dubai

09/16/2024

ARC Research hires investment veteran in senior client role

Shaun’s in-depth knowledge of portfolio construction, asset allocation and risk assessment will be instrumental in helping ARC Research deliver enhanced value to its clients.

09/16/2024

ZEDRA welcomes new Deputy CEO to enhance leadership team

This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.

09/16/2024

TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers

The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.

09/16/2024

Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team

He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.

09/16/2024

Rothschild & Co’s UK Wealth Management business appoints Director of Strategic Relationships

Daniela has extensive marketing, corporate strategy and business development experience.

09/16/2024

Skipton International announces the appointment of Eric Barnett as its new Chair

With a career spanning over 35 years in financial services, Eric brings a wealth of experience to Skipton International.

09/13/2024

Neil Goddin returns to Aegon AM as head of equities and multi-asset

Current head of equities Philip Haworth has left Aegon

09/13/2024

Quilter plc Directorate Changes

Tim Breedon has stepped down from the Quilter Board

09/13/2024

Santander to Reshuffle Private Banking, Asset Management Units

The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.

09/13/2024

Zurich family office names ex-Credit Suisse exec as client chief

Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.

09/13/2024

Hawksmoor hires Charles Stanley director to head investment management

Dan Ellis joins the wealth firm and becomes one of three appointments to its board.

09/13/2024

Former CS Manager Joins One of Switzerland's Family Offices

The Finad Gruppe has appointed Jan Hüsler as a member of its management team.

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