08/10/2022
Sionic Appoints to Lead Asset Management Delivery
We’re welcoming a new colleague into a strategic new role
Executive Moves
08/10/2022
FCA and PSR, Joint Regulatory Oversight Committee co-chairs, appoints Strategic Working Group Chair
The committee believes there is potential to build on the progress of open banking, to drive further benefits for consumers and businesses, and maintain the UK’s position as a leader in innovation.
08/10/2022
Ocorian makes key hires to newly established Strategic Client Group
They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.
08/10/2022
Broadridge hires UK practice lead for consulting business
Based in London, David has more than 35 years’ industry experience in global markets and securities services
08/10/2022
Balderton appoints the firm's first Head of Impact and Sustainable Future Goals
Elodie joins Balderton from Deloitte’s Sustainable Finance team
08/10/2022
Former chancellor to join £1bn fintech fund
The former chancellor is apparently set to be one of several big-name figures backing the new £1bn fund, which sources said would seek to raise capital from institutional investors and be independent from the government.
08/10/2022
Quilter appoints new advice MD as Gemma Harle departs
Fryett will report to Quilter Financial Planning CEO Steven Gazard.
08/09/2022
Citi Private Bank makes Nedbank hire for head of UK wealth planning role
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.
08/09/2022
JP Morgan Private Bank fixed income selection chief exits
A senior fund buyer is leaving the group after more than 13 years.
08/09/2022
Curtis Banks exits; chairman to take helm on an interim basis
Whilst the market backdrop remains difficult, we have the right bench strength to navigate these markets and take advantage of the opportunities ahead of us.
08/09/2022
Former Barclays Wealth boss joins Stonehage Fleming board
Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.
08/09/2022
NatWest names CIO
Meanwhile, chief administration officer Simon McNamara is taking on a new role as a senior advisor, managing and growing a number of investments for the bank.
08/09/2022
Schroders Solutions continues to accelerate with new senior hire
Darren Bustin will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities
08/09/2022
Evelyn Partners continues South East expansion with Guildford financial planner appointment
The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.
08/09/2022
Evelyn Partners announces to join as new General Counsel
Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.
08/08/2022
HL hires M&G Wealth's deputy CEO as head of advice
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
08/08/2022
NatWest’s director of payments leaves to join Bibby Financial Services
Prior to NatWest, she also served as president UK and Ireland for Mastercard, CEO of VocaLink and MD global transactions at Reuters, in a career spanning more than 25 years.
08/08/2022
Lowes Financial Management adds wealth manager
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.
08/08/2022
Boutique taps Liontrust manager to expand investment team
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.
08/05/2022
Pru Life UK’s asset management arm names new head, senior officials
Pru Life UK Investments has P12.2 billion in assets under management and about 4,000 clients as of May.