05/07/2024
Investec names head of private client lending
The move follows a strong financial year for the private client team
Executive Moves
05/07/2024
Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix
Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.
05/07/2024
Vontobel unit head joins Top 50 IAM as partner
Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.
05/07/2024
Luca Derlin named head of international markets at Quintet Luxembourg
Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.
05/07/2024
Rothschild & Co appoints UK Head of HNW Wealth Management
In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.
05/03/2024
Wealth management firm unveils senior appointments
People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.
05/03/2024
AllianzGI’s Mike Riddell to exit
The bond manager will leave at the end of June.
05/03/2024
New appointments in Intesa Sanpaolo’s Wealth Management Divisions
The new Wealth Management Divisions structure headed by Tommaso Corcos
05/03/2024
Quilter hires Simon Durling as investment director
He will report into Andy Miller, lead investment director.
05/03/2024
CIO exits J Safra Sarasin's CHF 22bn London boutique
Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.
05/02/2024
Quilter Financial Planning appoints senior relationship manager to enhance AR development
She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.
05/02/2024
Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals
New York-based Bomar will join the German lender in July,
05/02/2024
Investment solutions chief to exit GenTwo
Theodoros Giannakopoulos is leaving GenTwo at the end of June.
05/02/2024
Dan Dysli joins GenTwo as new CFO
His hands-on experience spans companies in the banking, technology and industrial sectors.
05/02/2024
Investec Real Estate promotes Goolab to private client lending head
Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.
05/01/2024
Pictet WM recruits Pimco partner to head investment offering
Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.
05/01/2024
Head of INVL Family Office appointed to INVL Asset Management’s Board
Nerijus’s active role in this area is very important for the success of both the new fund and the existing INVL Baltic Sea Growth Fund and the portfolio companies whose Boards he leads.
05/01/2024
Julius Baer Guernsey appoints New Head of Booking Centre
After working at ABN-AMRO for 12 years, Sonia began working at Julius Baer in 2012, where she has been since.
05/01/2024
Mike Coady becomes CEO of Skybound WM as Ian Sweet steps down
The leadership changes come after ‘thoughtful consideration’ by the company’s shareholders
05/01/2024
Scottish Friendly appoints new chair and non-exec directors to board
He has over 25 years’ experience operating at senior executive levels and was previously group customer director at Phoenix, managing director at Telefonica and chief executive for NHS 24.