04/06/2022
Tilney Smith & Williamson expands US tax team with appointment of Sarjul Patel as US/UK Tax Director
Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations
Executive Moves
04/06/2022
Tilney Smith & Williamson recruits experienced NHS pension specialist for Bournemouth office
At Tilney Smith & Williamson, Martin will work as part of the firm’s team of financial planners across the country with specialist knowledge and experience to help medical professionals with their complex financial needs and circumstances.
04/06/2022
Former Klarna legal director joins new BNPL Mondu
After four and a half years at Klarna, Miyu Lee is joining Mondu as its chief legal officer and general counsel.
04/05/2022
The Bank of London appoints Geoff Russell to the United Kingdom Board
Russell is a qualified accountant – who spent over 25 years at KPMG – with 13 years as a Partner.
04/05/2022
Tenet hires Head of Learning and Development to boost support for adviser CPD
Sheard was previously Global Coaching and Development Manager at HSBC
04/05/2022
Revealed: Stonehage Fleming UK family office boss exits
Roelof Botha, who had been at Stonehage since 2012, left the business to join single family office Sutton Place as a director.
04/05/2022
Forum Finance appoints two new partners
These promotions are in line with the corporate governance put in place many years ago
04/05/2022
Aztec welcomes new Head of ESG & Sustainability
Caroline joins Aztec from Accenture, where she held the position of Director of Operations following a decade in Accenture Strategy as a senior member of the Sustainability practice.
04/04/2022
Gresham House Ireland branches into wealth management
Appian has previously concentrated on asset management including alternative assets such as infrastructure and forestry.
04/04/2022
Aviva appoints Chief Financial Officer
This is a really excellent appointment for Aviva.
04/04/2022
Rothschild & Co appoints Head of Private Client Wealth Solutions in UK Wealth Management business
David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions.
04/04/2022
Tabula hires WisdomTree’s Woon Kim
“The UK is a vital market for ETFs, and Woon’s deep understanding of the investor landscape here is a huge asset"
04/04/2022
New CEO of AXIS Specialty Europe unveiled
Fintan has been with AXIS for 18 years and he brings extensive experience in international insurance and global operations,
04/01/2022
Sébastien Collado appointed Chairman of the Management Board of BCGE (France) SA
With more than 20 years of practice in the banking sector, including 13 years spent with the parent company in Geneva, Sébastien Collado has developed cutting-edge professional skills in the areas of corporate financing and immovable.
04/01/2022
Carey Olsen strengthens Guernsey corporate practice with London senior hire
Senior associate Sukhvinder Chana has joined Carey Olsen's London office as a member of the firm's Guernsey corporate and finance practice.
03/31/2022
H.I.G. Capital Expands Senior Infrastructure Team
Before that, Antonio previously worked at Hastings Funds Management, Infracapital Partners and UBS Investment Bank.
03/31/2022
BancTrust Investment Bank announces new hires
London-based Emerging Markets Investment Bank Continues Expansion with the Creation of its Treasury & Prime Service Unit
03/31/2022
Nucleus appoints proposition director
During his 25-year career, he has developed in a “rare blend” of experience in creating effective wealth management propositions to meet customers’ financial planning needs.
03/31/2022
Robeco appoints Chief Operating Officer
Prior to joining APG, he was Managing Director for International Operations at ABN AMRO
03/31/2022
Nucleus appoints HSBC wealth boss as proposition director
“Chris is an excellent addition to the team as we seek to build the best retirement-focused adviser platform,” said Kovach.