09/13/2023
St James’s Place names Mark Fitzpatrick as new CEO
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
Executive Moves
09/13/2023
Top 50 IAM appoints new CIO
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Fisch AM promotes multi-asset solutions chief to CEO
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
Belasko appoints new Associate Director in Guernsey
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
09/13/2023
BNP Paribas Asset Management hires ETF sales specialist for Switzerland
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
09/13/2023
Quilter Cheviot appoints new fund research analyst
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.
09/13/2023
Sailesh Panchal announced as new CTO of TSB Bank
He also says he will seek to ensure optimum governance and compliance for the bank, with a particular focus on payments, open banking and data governance.
09/13/2023
Barclays Appoints Sterling Auty as Vice Chairman within Technology Investment Banking
He will be based in New York
09/12/2023
ARC Group bolsters London team with key hire – investment veteran Marcus Porter joins leadership
Subject to regulatory approval, He will also join the board as a director of Asset Risk Consultants (UK) Limited.
09/12/2023
Credit Suisse COO Departs for New Opportunity
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
09/12/2023
London Stock Exchange promotes Charlie Walker to deputy CEO
Joined LSEG in 2018
09/12/2023
Carey Olsen continues strategic growth with new head of knowledge
Alicia is a qualified solicitor with more than 30 years of law firm experience.
09/12/2023
Robin West appointed co-manager on Invesco UK small caps strategy
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
09/12/2023
Evolution of the Lombard Odier Group’s Partnership
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.
09/12/2023
Jonathan Bewes appointed as Non-Executive Director to the Court of the Bank of England
In this role Jonathan will also become the Chair of the Court’s Audit and Risk Committee and will take up the role later this Autumn.
09/12/2023
UBP hires six-strong Credit Suisse wealth management team
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
09/12/2023
Allen & Overy strengthens private capital offering with hire of partner
Sophie’s approach in bringing the firm to the client will help us continue to deliver exceptional service to our global private capital clients in the UK, U.S. and the rest of the world.
09/12/2023
Heritage Holdings hires GSAM’s Head of Portfolio Strategy
Prior to Goldman Sachs, Trader earned a degree in Mechanical Engineering from Princeton University.
09/12/2023
Shepherd And Wedderburn Appoints Banking And Finance Partner
Sam joins the firm from Acuity Law, where he was Head of Real Estate Finance.
09/11/2023
HKEX Names New Head of EMEA Issuer Services
He will also have responsibility for ancillary and other post-IPO services in the region, working with international issuers and the European listing community.