07/20/2023
Brooks Macdonald strengthens senior leadership team with the appointment of Louis Petherick as Group Chief Risk Officer
He joins Brooks Macdonald from FNZ UK, where he is Chief Risk Officer.
Executive Moves
07/20/2023
Quilter Cheviot expands national footprint with new business development hires
Finally, the company has made a further addition to the team who will focus on managing relationships with National and Network advice firms.
07/20/2023
Schroders appoints new Co-Heads to its global Client Group
They will work closely with the investment teams with the aim to deliver the best investment outcomes for clients, and collaborate across the business to provide superior support to clients.
07/20/2023
Over 100 Promotions At JTC As Part Of Mid-Year Cycle
Both Cameron Vail (Fund Services) and Paul Fosse (Banking and Treasury) have been made Group Directors in JTC’s offices in Austin and Jersey respectively.
07/19/2023
Brown Shipley Leeds and Birmingham heads exit in regional ‘realignment’
The heads of two of Brown Shipley’s branches have left the private bank as part of a wider reorganisation which is set to see further redundancies.
07/19/2023
Evelyn Partners appoints Head of Technology and Transformation Services
He has extensive experience helping businesses simplify their operations through process improvement and redesign, and custom and off-the-shelf tech deployments.
07/19/2023
Stonehage Fleming announces Jersey promotions
She provides advice and support to families and their advisers around the globe, aiding the management and coordination of their financial needs.
07/19/2023
Seventh Investec W&I director joins Close this year
Gary Callow joins Close Brothers Asset Management’s Birmingham office, making him the firm’s seventh hire from Investec W&I since the start of 2023.
07/19/2023
AI-driven MPS firm hires UBS and SimplyBiz veterans for sales push
Model portfolio service provider Collidr brings Tim Dingemans and Davinia Rogers on board as sales directors.
07/18/2023
Ruffer CFO and European manager among raft of senior exits
CFO Michael Gower and European fund manager Claire Titmarsh have left the boutique alongside other senior staff members.
07/18/2023
Hargreaves Lansdown chair rumoured to have resigned under pressure
Reports are circling regarding Deanna Oppenheimer's position
07/18/2023
Fixed income PM due to depart from Top 50 IAM
Portfolio manager Dieter Höfert has worked at Sound Capital for more than 10 years.
07/18/2023
M&G appoints Clive Bolton as new Life Insurance CEO
He joins from LV= where he is currently Managing Director of Protection, Savings & Retirement.
07/17/2023
Ex-Swinton duo Normand and Beaven join Academy as it gets Blixt PE injection
Normand was previously CEO of Swinton and joined Saga as COO at the end of 2019.
07/17/2023
Mike Sleightholme Appointed President of Broadridge International
He will leverage his extensive experience in securities services and financial technology
07/17/2023
Change of leadership in the corporate clients area of Credit Suisse (Switzerland) Ltd.
In addition, Daniel Hunziker has been President of the Zurich Banking Association since 2019.
07/17/2023
UBP appoints new German sales manager from GAM
In this function, he is responsible for the expansion of the wholesale business and business relationships with sales partners in Germany
07/17/2023
Muzinich appoints new Head of Institutional Clients in Geneva
He comes from the French fund house Natixis Investment Managers.
07/17/2023
Coutts appoints head of financial planning from Nutmeg
She joins from Nutmeg, where she was executive director of wealth services.
07/17/2023
Head of International Private Banking appointed by Lloyds Bank International
Ozlem has more than 25 years’ international banking experience, across a number of leading international financial institutions in a range of corporate, private and retail banking roles.