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.
Executive Moves
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.
09/11/2023
Macquarie Asset Management expands private wealth capabilities with senior appointment
Henry joins Macquarie Asset Management after 12-years at Barings
09/11/2023
Lombard Odier poaches five Credit Suisse investment specialists
Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.
09/11/2023
Enfuse Group selects Nina Stanley as new principal
She joins the firm as a principal consultant.
09/11/2023
TILLIT expands investment committee with ESG hire
Alexandra Danielsson joins
09/08/2023
Vontobel Wealth Management Appoints Director
Birri will be responsible for driving growth in Latin America.
09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
EFG International announces buyback of own registered shares
The Board of Directors of EFG International has decided to buy back up to a maximum of 6 million own registered shares with a nominal value of CHF 0.50 each.
09/08/2023
MKC Wealth appoints former Quilter head as MD
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/07/2023
NatWest appoints ex-Mastercard boss Rick Haythornthwaite as chair
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
Michael Jensen joins RSA as Senior Specialist Underwriter – A&H
He will report to Laura Fox, Regional Underwriting Manager, A&H, UK Specialty Lines.
09/07/2023
Walker Crips Financial Planning expands with key appointments in the Midlands and South West
They previously worked together at Grant Thornton, alongside Nick Lee and Charles Cavendish who also joined Walker Crips Financial Planning back in 2021.
09/07/2023
Rothschild & Co Zurich private bank boss to retire
The position will be filled by Andreas Feller, who joined the bank from Julius Baer last year.
09/07/2023
Nuveen poaches Morgan Stanley IM Swiss institutional head
The new recruit replaces Christian Leger who moved to Franklin Templeton.
09/07/2023
UBS Hires Ex-UniCredit Executive to Run Wealth Management in Italy
He will keep his role as head of wealth management for UBS Italy
09/07/2023
Julian Gething joins AlixPartners as managing director
Former McKinsey & Company partner Julian Gething brings more than three decades of professional services expertise to the role.
09/07/2023
PGIM picks CEO for new private alternatives arm
Eric Adler is appointed as the CEO of the newly created PGIM Private Alternatives division.
09/06/2023
ABN AMRO intends to appoint Ferdinand Vaandrager as Chief Financial Officer
ABN AMRO will convene an Extraordinary General Meeting at the earliest possible time to introduce Ferdinand Vaandrager prior to his formal appointment.