11/07/2023
Charles Stanley appoints senior research duo
Abbas Owainati joins the firm from a £47bn pension scheme, while Amish Patel has been poached from wealth rival Quintet.
Executive Moves
11/07/2023
Sionic Expands Asset and Wealth Management Expertise
New Partner Richard Dodds Enhances Sionic’s Asset Management Footprint
11/07/2023
Edmond de Rothschild appoints chief sustainability officer
Previously at Natixis IM, Nathalie Wallace has more than 20 years’ experience in climate and social finance.
11/07/2023
Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires
Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.
11/07/2023
Pictet adds PM to Agora fund amid steep assets decline
Frederico Lupi joins to work alongside fellow co-head Clément Mauve, who became part of the Agora team in 2020.
11/07/2023
Amundi Appoints New Global Head of ETF
He began his career in 1999 in Jakarta at Crédit Agricole Indosuez in debt restructuring and export financing activities.
11/07/2023
Global families urged to watch out for local risks
The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers
11/07/2023
Hipgnosis appoints former Round Hill chair
Robert Naylor
11/06/2023
Grant Thornton makes double partner appointment
Prior to his new position, Wood was head of ethics and managing partner for Grant Thornton in Yorkshire and the North East.
11/06/2023
Nicole Doppler becomes a partner at ZWEI Wealth
With over 25 years of experience in the financial industry, Nicole Doppler brings broad and comprehensive specialist knowledge.
11/06/2023
PGIM Investments names new Swiss country head
Rochus Appert, who worked in Columbia Threadneedle, will grow the regional footprint of PGIM by deepening its relationship with private banks, wealth managers, fund of funds and other intermediaries.
11/06/2023
Oppenheimer appoints trio of London MDs
Chris Malcolm to head technology team at European subsidiary of American investment bank and wealth manager
11/06/2023
Woodford’s former COO Nick Hamilton on life after the fallout
‘Sometimes you just need to make a call and do what you believe is right’
11/06/2023
Oddo BHF Lands Another Credit Suisse Banker
He will be responsible for expanding its business with private wealth clients
11/06/2023
True Potential names new chair as David Harrison steps down after 16 years
He is succeeded by Andrew Sibbald, who has been deputy chair since April 2023.
11/03/2023
ZEDRA Governance appoints Alastair Meeks as Client Director
Alastair previously spent 28 years at Pinsent Masons LLP as a solicitor, going on to chair the Association of Pension Lawyers.
11/03/2023
JP Morgan AM's John Baker to retire after nearly 30 years
Hands over seven funds
11/03/2023
Three more Credit Suisse private bankers jump ship to Lombard Odier
Sibylle Himbert, Jurie van der Merwe and Elena Hainaut-Tschopp have joined the firm in the past two months.
11/03/2023
Nordea AM names successor to Swiss boss
Cristian Pappone, who joined as head of institutional and wholesale distribution for Switzerland and Austria, is earmarked to take over the role of Jose Machi.
11/03/2023
Antonio Varela Joins Allfunds as Chief Operating Officer (COO)
Antonio, in his capacity as COO, will have oversight of the Operations and Information Technology departments.