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Executive Moves

05/02/2023

LGT adds manager to bespoke model portfolio team

The service currently has more than £3bn in assets

05/02/2023

One Four Nine ops director made president of Aberdeen CII

She previously served as deputy president of the professional body for just over a year.

05/02/2023

LGIM head of active liability solutions made redundant

Mitul Patel

04/28/2023

Burkhard Varnholt appointed Global Chief Investment Officer

In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.

04/28/2023

Investment duo complete Wealth Manager Buyout

Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management

04/28/2023

Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates

She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.

04/28/2023

Clemens Markstein to become CEO of Baloise in Switzerland

Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.

04/28/2023

Fiona Frick joins advisory board of impact firm GIST

The Circe founder was previously CEO at asset manager Unigestion.

04/27/2023

Pictet appoints Raymond Sagayam as Managing Partner

Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.

04/27/2023

Suntera Global makes senior finance appointments in support of growth strategy

Alex Noel has been promoted to CFO and Tom Cope joins as Group Head of Finance

04/27/2023

Sergio P. Ermotti to step down as Swiss Re Chairman on 30 April 2023 after handover to Vice Chairman Jacques de Vaucleroy

The search for a successor has started.

04/27/2023

Schroders appoints Richard Oldfield Group CFO, as Richard Keers retires

Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.

04/27/2023

Barbara Ofner and René Schmidli elected to the BLKB Bank Council

The two new Bankrat members will take office on July 1, 2023.

04/27/2023

HSBC appoints Millie Fitzgerald as Guernsey Director

She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.

04/27/2023

WisdomTree and ETFS Capital continue conflict following board member departure

Deborah Fuhr

04/27/2023

Jupiter Fund Management promotes to chair

Shares in Jupiter Fund Management were down 2.6% at 129.50 pence in London

04/27/2023

Golding appoints Dr Michael Braun to the Management Board as new CFO and announces new partners

As CFO at Golding he will be responsible for the finance function, fund operations, structuring, risk management, legal and compliance.

04/27/2023

Global chief investment officer exits Credit Suisse

Deputy investment chief Burkhard Varnholt is taking over the role on 8 May.

04/26/2023

Barclays appoints Kirsty Everett as Chief Compliance Officer

She has extensive experience across the compliance landscape, including seven years at UBS in a range of roles, latterly as the designated Chief Compliance Officer.

04/26/2023

NatWest chairman Howard Davies will step down next year

Davies has been the chair of the four major high street banks since September 2015.

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