09/26/2023
First amputee to swim the North Channel rejoins Atomos from Brooks Macdonald
Former head of the North for Brooks Macdonald, Jonty Warneken rejoins Atomos to lead its Harrogate office.
Executive Moves
09/26/2023
CISI appoints director of learning
She has experience of professional services from a practitioner and membership standpoint.
09/26/2023
Chubb loses cyber underwriter to Sompo
He will report to Mathieu Borneuf, head of professional lines, insurance, Continental Europe.
09/25/2023
Jeremy Brown appointed senior consultant at Broadstone
In his new role, he will work alongside Broadstone’s DC team, offering a full range of DC and workplace savings consulting services to corporate and trustee clients.
09/25/2023
Lombard Odier appoints centralised advisory head
Selina Keshavji will be replacing Jerome Leclere as head of centralised advisory at Lombard Odier.
09/25/2023
IAM hires former BNP Paribas adviser
Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.
09/25/2023
Anna Zakrzewski named Group Chief Operating Officer at Quintet Private Bank
Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
09/22/2023
Re-election of Swiss Takeover Board members
The ultimate supervision of the Takeover Board and the election of its members is the responsibility of FINMA’s Board of Directors.
09/22/2023
Investec appoints directors to board of UK wealth management giant
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.
09/22/2023
Stephen Geddes to lead Apex Group in the UK
He was responsible for the administration of more than 30 investment entities, including direct investments, limited partnerships, co-investing vehicles and fund of funds vehicles.
09/22/2023
Schroders global fixed income boss Paul Grainger exits
The departure follows a reorganisation of the firm’s global fixed income and currency desk.
09/22/2023
Canaccord bolsters regions with divisional director appointments
Adam Ross and Rupert Stone have been appointed as divisional directors to spearhead the expansion of different regional hubs of the wealth business.
09/22/2023
BBH Private Banking appoints head of family solutions
Tricia Levin has been hired by Brown Brothers Harriman & Co. as the head of family office solutions.
09/22/2023
Credit Suisse private banker joins Lombard Odier as managing director
Denis Gilliot’s previous roles included head of private banking for Switzerland at ING.
09/22/2023
Kingsbridge law firm boosts its Private Client practice with new promotion
Under Zoë’s leadership, the Beers Private Client team concentrates on addressing the challenges experienced by clients and their families
09/22/2023
Brabners Appoints New Private Client Partner
Based primarily at Brabners’ Lancashire office, Nicola will focus on leading and growing the contentious trusts and probate team
09/22/2023
Janus Henderson head of UK retail departs
Simon Hillenbrand
09/22/2023
Neil Veitch takes on SVM UK Growth as Margaret Lawson retires
Margaret Lawson retires 33 years after co-founding SVM, while Colin McLean has stepped back from fund management but remains at the firm.
09/21/2023
PFS members approve board appointments at AGM
It also approved the appointment of Elizabeth Bastin as a lay director of the society.
09/21/2023
BlackRock Investment Institute hires macro research director from Credit Suisse
Veronika Roharova was most recently head of Euro area economics at the Swiss asset manager