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Executive Moves

05/22/2024

Franklin Templeton reshapes distribution leadership as UK head exits

Current UK head Martyn Gilbey set to exit the firm in October

05/22/2024

Evelyn Partners appoints Brian Weber as Head of Business Development for its Dublin based European business

It has a full regulatory licence to operate across the European Union.

05/22/2024

Governance changes at BIL: Marcel Leyers appointed Chair of the Board and Jeffrey Dentzer CEO

Marcel Leyers, CEO of BIL since May 2019, retired from executive management and is appointed Chair of the Board of Directors.

05/22/2024

Tracey Davidson appointed new CEO of Hampden & Co

She will replace Graeme Hartop who is retiring after 11 years in the role.

05/21/2024

CG AM hires Carmignac sales director to lead investor relations team

Sophia Sednaoui and Katie Forbes join

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

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