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Executive Moves

07/27/2023

Ex-UBS Banker to the Superrich Joins Boutique

Previously, he had worked for many years at Credit Suisse and UBS.

07/27/2023

PKB private banker heads for Raiffeisen Group

Dario Ciurlia was previously private banking relationship manager and vice director for Italy at PKB Private Bank in Zurich.

07/27/2023

Fulcrum Asset Management expands investment team with double senior hire

Helen Roughsedge and Stephen Hull

07/27/2023

Fiona Pollard appointed chair of Monument Bank

She has served as an independent Non-Executive Director of the Bank since September 2019 and chairs the Bank’s Remuneration and Nomination Committee.

07/27/2023

Schroders plc appoints Non-Executive Director

She will also join the Nominations Committee and the Remuneration Committee.

07/27/2023

MIGO Opportunities appoints AVI as former co-manager Cuthbertson takes the reins again

Follows Greenwood's resignation

07/27/2023

Dominion Capital Strategies appoints global sales director

He was previously sales and marketing director for Uruguay-based wealth firm Aiva

07/26/2023

Rathbones Top 100 research boss Alex Moore exits

Moore has left the firm after an eight-year stint, with Emma Saunders taking over his responsibilities on an interim basis.

07/26/2023

Alison Rose resigns as Natwest chief over Farage leak after midnight board drama

Rose admitted to unwittingly giving the impression to a BBC journalist that Farage was given the boot by Coutts due to his personal wealth not hitting the boutique bank’s wealth requirements.

07/26/2023

Indosuez in Switzerland expands its Global Wealth Structuring division with the appointment of Bruno Morlain

The nomination of Bruno Morlain as Head of Global Wealth Structuring at Indosuez Switzerland is part of this approach and will enable the Bank to pursue its ambition for excellence in this field.

07/26/2023

Rathbones changes managers at unit trust arm as CEO to retire

These two appointments are subject to Financial Conduct Authority approval

07/25/2023

Ex-Miton Group CEO joins Baillie Gifford European Growth trust board

David Barron

07/25/2023

JM Finn operations head retires after 21 years

Todd Babington, who joined JM Finn five years ago, is replacing veteran Frank Reardon as the latter retires from operations head role.

07/25/2023

ZKB Attracts Research Expertise from Credit Suisse

Zuercher Kantonalbank is one of the few Swiss banks that still provides broad-based equity research in-house.

07/25/2023

Close Brothers makes eighth senior Investec W&I hire of 2023

Nic Heath joins Close Brothers’ Birmingham office as senior investment director, becoming the firm’s eighth hire from Investec W&I this year.

07/25/2023

JTC boosts European team with Switzerland hire

JTC has bolstered its European Private Client Services (PCS) team by appointing Helena Storiohann as a director in its Geneva office.

07/24/2023

HSBC appoints two new senior execs to its Global Payments unit

In his new role in London starting October, Stoker will be responsible for evolving and executing the product strategy for GPS’s liabilities and liquidity management product portfolio.

07/24/2023

Stonehage Fleming announces series of promotions in the UK

Within Investment Management, James Cook has been promoted to Director, Mark Leshnick, Archie Burt and Miki Caves to Associate Director, and Ross Elliott to Manager.

07/24/2023

Stonehage Fleming Announces Promotions Across Europe

These promotions across our European offices showcase the exceptional talent and dedication within Stonehage Fleming

07/24/2023

Matt Johnston leads FTI Consulting’s turnaround practice in EMEA

The move comes as part of the firm’s continued expansion of its corporate finance and restructuring segment, with the within its wider restructuring practice.

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