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Executive Moves

05/10/2024

Julius Baer creates key UK role in quadruple raid on wealth rivals

Stefano Lupi has left to Pictet to take a new post at Julius Baer International, focusing on bringing new products to its UK ultra-high-net-worth clients.

05/10/2024

Enhance appoints Senior Investment Consultant

Prior to joining Enhance, he was Managing Director at Hassium Asset Management.

05/10/2024

Quilter hires Fairstone’s chief product officer for tech role

Adam Smith has rejoined Quilter network as a programme director following five years at Fairstone.

05/10/2024

Ortec Finance appoints investment strategy solutions lead

In her new role, Summan will oversee relationships with multiple global clients, bolstering the firm’s presence across asset managers, insurers and pension funds.

05/10/2024

Aviva appoints Segal and Poisson to Independent Governance Committee

The appointments are effective immediately and follow the departure of Marcia Campbell and Gurmukh Hayre earlier this year.

05/10/2024

Coutts Crown Dependencies expands leadership team and celebrates promotions

In her new role, Annie is responsible for leading the international proposition and providing global wealth management solutions

05/09/2024

CEO of VP Bank Group resigns

Paul Arni will continue to be available as a consultant during this transition phase.

05/09/2024

Allspring Global Investments announces new CFO

Previously, she served as CFO at ProShares, overseeing finance, HR and corporate facilities.

05/09/2024

Isio appoints private capital director

Investment consulting, wealth and pension advisory firms reinforces its private capital team.

05/09/2024

Houlihan Lokey Strengthens European Financial Services and Technology Team With Experienced Hire

Scott Kirkby Joins as a Managing Director

05/09/2024

Gen II names Richard Browne as new head of client services in Luxembourg

The appointment follows the recent announcement of the successful close of its acquisition of Crestbridge

05/09/2024

Ex-FCA supervisor joins Guernsey-based RAW Capital Partners to head compliance

She spent the past 13 years in the UK working first for the FCA before then holding a variety of roles for FTSE-listed Capita

05/09/2024

North American Inc sacks Abrdn and takes manager to Janus Henderson

In another blow to Abrdn’s shrinking investment company range, North American Income Trust appoints Janus Henderson, with manager Fran Radano also making the move.

05/08/2024

Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion

Miller will play a crucial role in setting up the team

05/08/2024

DHF Capital hires Erik Boekel as Chief Commercial Officer

Erik Boekel has an extensive professional background encompassing regional responsibilities across Africa, the Middle East, and Europe.

05/08/2024

Julius Baer International creates new senior role for UNHWIs and hires three managers

Stefano Lupi joins from Pictet as head of cross assets markets UK

05/08/2024

PortfolioMetrix hires Schroders Investment Solutions CIO as head of investments

He was previously CIO of Benchmark Capital, which is owned by Schroders, from 2019 to 2021.

05/08/2024

ECB appoints Alain Busac as Director General Information Systems

He will take up his new position at the ECB in the coming months.

05/08/2024

Zurich independent asset manager expands partnership

Christian Fäh joined Privus in 2022 and was promoted to partner last month.

05/08/2024

Verdion appoints new head of leasing for Sweden

He is based at Verdion’s Stockholm offices.

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