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Executive Moves

07/15/2024

Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland

Charlotte has also held senior roles at HSBC Private Bank and Investec.

07/15/2024

GQG Partners appoints client portfolio manager

Jonathan Miller was previously head of UK manager research at Morningstar

07/15/2024

Rathbones hires investment director from Evelyn

Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.

07/15/2024

Invesco announces four promotions in the UK team

Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.

07/15/2024

Ninety One hires natural resources team lead

Based in London, he will also lead the natural resources team.

07/12/2024

Wealth Club hires Parmenion fund selector Stell

He joins as an investment manager

07/12/2024

Hargreaves Lansdown names former EY lead as chief operating officer

He is the former senior leader at EY, where he was a consulting partner leading its wealth and asset management transformation offering in the UK.

07/12/2024

Hoxton Capital brings in former Investec director to head up UK business

The UK arm of the business currently has about 10 employees.

07/12/2024

Barbara Stam appointed as CEO of ABN AMRO Asset Based Finance

Barbara brings a broad background in commercial, risk management, restructuring, and credit domain related leadership positions.

07/12/2024

Johnston Carmichael names new senior partner and CEO

Chair Mark Houston has become the firm’s senior partner, while former vice chair Lynne Walker has been named as CEO.

07/12/2024

UBS wealth manager joins Rothschild & Co

Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.

07/12/2024

Zug family office rebrands and hires investment MD

GVO Asset Management has rebranded as GVO Advisory.

07/11/2024

Wycombe MP Emma Reynolds confirmed as new pensions minister

Yesterday evening, it was announced that Reynolds had been appointed to “a ministerial role” in both the Treasury and the DWP.

07/11/2024

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

07/11/2024

Lead PM exits Swiss small- and mid-cap funds as boutique reshuffles

Ronald Wildmann left Serafin Asset Management at the end of June.

07/11/2024

Canaccord Genuity appoints Brewin investment director

Lorraine Armstrong joins as senior investment director

07/11/2024

Important Offshore Banker Leaves Lombard Odier

Another manager, Philipp Haverkamp, is also leaving.

07/10/2024

Julius Baer appoints Patrick Prinz as new head of the Swiss market

In the Bank’s home market, he will be responsible for all local Swiss business teams in German- and French-speaking Switzerland as well as for the implementation of strategic market initiatives.

07/10/2024

BUX Names New Chief Risk & Compliance Officer amid Acquisition

Nontya Mtshaulana will join the neobroker from ABN AMRO, its new owner.

07/10/2024

CME Group Appoints Mike Dennis as Global Head of Fixed Income

CME Group Appoints Mike Dennis as Global Head of Fixed Income

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