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Executive Moves

01/29/2024

Quilter hires trio of investment directors from fund firms

Quilter has added investment directors Ryan Medlock and Filippo Madonia from Royal London and Nick Davison from Liontrust.

01/29/2024

GBST strengthens executive team with Head of APAC role to drive strategic growth and client success.

Advice solutions, Executive, Wealth management administration 29/01/2024

01/29/2024

Four managing directors split with UBP

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

01/29/2024

Neuberger Berman Appoints Matt Malloy as Head of Emea; Dik Van Lomwel Assumes Role of Vice Chairman EMEA

In his new role, Dik will focus on supporting client relationships and advising firm regional leadership.

01/29/2024

Schellenberg Wittmer announces new Partners and Counsel

Congratulations to our new Partners and Counsel

01/29/2024

Evelyn appoints financial planning director for South England push

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

01/26/2024

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Milan Vidojevic Latest in Series of Hires Bolstering International Team

01/26/2024

Quintet Private Bank names a group chief risk officer

An international risk specialist joins the executive team of Quintet Private Bank.

01/26/2024

Lloyds Bank confirms axing of more than 1600 jobs in the UK

More than 21 million customers use online or mobile banking.

01/26/2024

Mattioli Woods cuts jobs in investment restructure

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

01/26/2024

Goldman Sachs names Mena head for private wealth management capital markets

Lucy da Gama Campos will focus on family offices and transactional business.

01/26/2024

Atomos bolsters financial planning leadership team

Supporting Parekh will be a newly-appointed leadership team.

01/26/2024

Former Ardevora head of distribution joins Chikara Investments

Hugh Rittner

01/25/2024

Julius Baer’s head of fund offering to step down

Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.

01/25/2024

Saxo Bank Strengthens Leadership: Names New Chief Risk and Compliance Officer

The company also promoted three other employees.

01/25/2024

Quilter Cheviot appoints chief investment officer

She will join the business in March 2024.

01/25/2024

Partners Group further strengthens its Real Estate business with three leadership appointments

Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.

01/25/2024

Morningstar Wealth appoints head of wealth solutions

Brings 20 years of experience to role

01/25/2024

JM Finn names new chair in boardroom reshuffle

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

01/25/2024

Former Ardevora sales head Rittner joins Chikara

Hugh Rittner joins the boutique’s business development team after leaving Ardevora shortly before the news last week that it was shutting down.

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