11/02/2022
Peregrine Wealth announces internal promotion
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
Executive Moves
11/02/2022
RSM appoints new real estate and construction head in the North West
He has worked closely with Ian as a key member of the North West’s real estate and construction team.
11/02/2022
Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/01/2022
Capita Experience appoints new divisional CEO
Corinne will bring to Capita a proven track record in improving the financial performance of businesses and operational execution at a global company.
11/01/2022
EFG International announces changes to Board of Directors and to leadership team
She will succeed Steven
11/01/2022
Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO
The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.
11/01/2022
One Four Nine strengthens senior team with triple hire
He has spent more than 20 years in financial services encompassing extensive experience in acquisitions and integrations for companies including Barclays, NatWest and most recently Attivo.
11/01/2022
Brooks Macdonald International promotes two
In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.
11/01/2022
Credit Suisse Loses Key Executive Within Private Bank
The senior executive was promoted to head of financing and products across wealth management globally less than a year ago
11/01/2022
Cyrill Moser becomes partner and head of provider management at ZWEI Wealth
At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.
11/01/2022
M&G Wealth appoints former Sesame Bankhall boss as advice CEO
The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.
11/01/2022
Bonham Carter to leave Jupiter after 28 years
He is also known for coining the term “hippo economy” in 2004
10/31/2022
SJP appoints new director amid board shake-up
He joins from multinational insurance company Marsh & McLennan.
10/31/2022
Kieran Fox Joins Maples Group to Lead European Business Development
Kieran is recognised across the asset management industry in Europe as a leader in fund services and asset management, bringing nearly 25 years of experience to the role.
10/31/2022
Fidelity poaches Abrdn's sustainability boss for multi-asset expansion
Julie-Ann Ashcroft joins Fidelity International from Abrdn where she will work as a portfolio manager focused on building the firm's sustainability framework.
10/31/2022
Fidelity International poaches abrdn sustainability fund manager
Julie-Ann Ashcroft
10/28/2022
Aldermore announces appointments in Asset Finance team
Simon has previously held roles at Lombard, ING, BLME and ABN AMRO, where he notably was responsible for building and managing a UK lease and wholesale portfolio in excess of £1bn.
10/28/2022
ITS appoints Dan Gilmore as Associate Director
Gilmore arrives from PwC, having also spent time with the UK’s pension regulator.
10/28/2022
Deutsche Bank scoops up Julius Baer adviser for Geneva desk
Jeronimo Azcarraga joined the German group’s Latin America desk in Geneva, Switzerland, after more than three years with Julius Baer.
10/28/2022
Chris Cummings elected Chair of the International Investment Funds Association
Chris was elected at the IIFA annual conference which is taking place this year in London from 24-26 October.