06/26/2023
Schroders hires Tim Sargisson to run Benchmark Financial Planning
He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.
Executive Moves
06/26/2023
Fairstone appoints CFO amid finance team reshuffle
Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.
06/26/2023
Zurich-based impact boutique fills key positions
M&G acquired Responsability Investments at the start of 2022.
06/26/2023
Aviva Investors appoints Daniel McHugh as Chief Investment Officer
Daniel has more than 25 years’ experience in the investment industry.
06/26/2023
Standard Life appoints ex-LV exec to lead intermediary distribution
Bright will report to Chris Hudson, Standard Life’s retail advised managing director.
06/26/2023
AJ Bell's Alena Kosava departs
Head of investment research
06/23/2023
Annual Conference of SSF And Christine Gugolz joins SSF Board
In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.
06/23/2023
New partner for Harrogate law firm
She also sits as a judge in the First-Tier Tribunal (Tax).
06/22/2023
GBST creates global cloud infrastructure role to shape its Software as a Service strategy
Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.
06/22/2023
PineBridge Investments Appoints Mick Sweeney as Chief Executive Officer, EMEA
As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.
06/22/2023
Deloitte promotes Mel Wilson and Ed Britton to director
Mel Wilson joined Deloitte 15 years ago, and has since spent time in both its London and Manchester offices.
06/21/2023
Mirabaud strengthens its wealth management division in the UK market
These new hires represent the latest part of Mirabaud Group’s expansion strategy to provide a strong commitment to its UK wealth management clients.
06/21/2023
Michelmores Adds Two Solicitors to Tax, Trusts & Succession Team
Xu and Rust focus on estate planning for high net worth or ultra-high net worth individuals, families, and businesses, according to Michelmores.
06/21/2023
Karl von Rohr to hand over Management Board responsibilities on July 1, 2023
Claudio de Sanctis will therefore take over responsibility for the Private Bank on July 1
06/21/2023
AA-rated long/short equity duo exit Liontrust
Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.
06/21/2023
Atomos hires Julius Baer UK director as equity specialist
Working alongside Atomos head of investments Haig Bathgate, Max Newman will oversee the firm’s direct equity proposition.
06/21/2023
PineBridge Investments promotes Mick Sweeney to EMEA CEO
Replaces Klaus Schuster
06/21/2023
K3 Capital appoints John Rigby (Chairman) and Ian Symes (CEO)
The appointments come shortly after Bolton-headquartered K3 Capital Group completed its £271 million deal with private equity group Sun European Partners
06/20/2023
Cazenove Capital announces new North West hire to support regional expansion
The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.
06/20/2023
Evelyn Partners team appointed Joint Administrators of W Series Limited
The decision was made due to further investment, which had been promised, not being received and the directors sought to focus on the longer-term funding options for the championship.