11/03/2022
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
Executive Moves
11/03/2022
Schroders enhances client-led sustainability focus
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/02/2022
Morgan Stanley names Kitterick deputy head of European dealmaking
The promotion is the latest change in an ongoing shake-up in its senior dealmaking ranks
11/02/2022
Global Advisory Board to advise Deutsche Bank on key trends in business and politics
The Management Board has appointed Paul Achleitner
11/02/2022
CII appoints new Chief Digital and Information Officer
He joins from the UK Space Agency and will further enhance the organisation’s senior focus on digital and technology alongside current Chief Operating Officer, John Bissell.
11/02/2022
Rokos Capital COO Andrew Brown resigns
Brown will leave the firm around the turn of the year, a spokesperson for Rokos confirmed
11/02/2022
Liontrust veteran joins Evan-Cook’s new Downing funds
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
11/02/2022
Nucleus invests in senior tech team talent, appointing Chief Business Architect and new Director of Technology
Before joing Alpha she spent nine years at Aegon and prior to that seven years with Alliance Trust with roles in operations, architecture, strategy and transformation.
11/02/2022
Peregrine Wealth announces internal promotion
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
11/02/2022
RSM appoints new real estate and construction head in the North West
He has worked closely with Ian as a key member of the North West’s real estate and construction team.
11/02/2022
Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/01/2022
Capita Experience appoints new divisional CEO
Corinne will bring to Capita a proven track record in improving the financial performance of businesses and operational execution at a global company.
11/01/2022
EFG International announces changes to Board of Directors and to leadership team
She will succeed Steven
11/01/2022
Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO
The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.
11/01/2022
One Four Nine strengthens senior team with triple hire
He has spent more than 20 years in financial services encompassing extensive experience in acquisitions and integrations for companies including Barclays, NatWest and most recently Attivo.
11/01/2022
Brooks Macdonald International promotes two
In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.
11/01/2022
Credit Suisse Loses Key Executive Within Private Bank
The senior executive was promoted to head of financing and products across wealth management globally less than a year ago
11/01/2022
Cyrill Moser becomes partner and head of provider management at ZWEI Wealth
At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.
11/01/2022
M&G Wealth appoints former Sesame Bankhall boss as advice CEO
The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.
11/01/2022
Bonham Carter to leave Jupiter after 28 years
He is also known for coining the term “hippo economy” in 2004