03/05/2024
Three senior execs leave Swiss private bank Rothschild
Four heads at the Swiss private bank have exited amid further departures over recent months.
Executive Moves
03/05/2024
Finura hires Quilter’s Rio Stedford as new financial planning lead
She has experience working with high-net-worth individuals and will be a key player to drive Finura’s strategic growth ambitions this year.
03/05/2024
Evelyn Partners continues North West expansion with financial planner appointment
Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
03/05/2024
Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group
This appointment marks a milestone in the Group’s growth and strategic direction
03/05/2024
Mediolanum International Funds appoints head of fixed income
His expertise will contribute to defining the Investment Committee’s macro view, guiding strategic and tactical decisions for all funds, including multi-manager strategies, shared the firm.
03/04/2024
Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser
Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles
03/04/2024
Quilter appoints Kirsty Anderson to further strengthen technical support for advisers
Prior to that she was a business development manager at Royal London having previously worked for Standard Life.
03/04/2024
Former UK chancellor Lord Hammond appointed new Railsr chairman
Lord Hammond has occupied several prominent cabinet positions throughout his political career.
03/04/2024
Wealth manager Brown Shipley strengthens Leeds office to support strategic growth
A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.
03/04/2024
Fidelity International appoints equity chief as it splits CIO role
Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.
03/01/2024
SNB Chairman Thomas Jordan to step down at end of September 2024
They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.
03/01/2024
Janus Henderson poaches UK distribution head from Ninety One
He joins from Ninety One
03/01/2024
Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul
Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.
03/01/2024
Klarphos adds to its Southern Europe Team
Based in our Madrid office, Isabel will play a key role in the expansion of our solutions for alternative investments in Iberia, Italy and Greece.
03/01/2024
EFG announces the nomination of Richard Metcalf as Chair of the UK Board
He will succeed John Reed, who is retiring after nine years in this role.
03/01/2024
Schroders: Directorate Change
Iain has been a member of the Audit and Risk Committee since 1 January 2024
03/01/2024
ClearBank promotes risk and compliance chief Emma Hagan to UK CEO
In assuming the newly established role, Hagan will be tasked with leading the platform’s operations in the country and strengthening its position within the market.
03/01/2024
Vanguard CEO Tim Buckley to retire by year-end
CIO Greg Davis becomes president
03/01/2024
Fidelity International appoints Keith Metters as president of business
Will replace CEO Anne Richards, who will return as vice chair
02/29/2024
Paul, Weiss Adds Chief of European Operations in London
In that role, he led strategic planning and execution across all offices, helped enhance the delivery of legal services, and oversaw office openings, expansions and lateral hiring.