09/29/2022
Evelyn Partners expands investment management team
Recent market events continue to highlight the importance of good advice tailored to individual circumstances.
Executive Moves
09/29/2022
Nick Bossart joins Rothschild & Co as Head of Global Advisory, Switzerland
Mr Bossart’s appointment reaffirms Rothschild & Co’s continued commitment to serving their Swiss client base.
09/29/2022
M&G plc appoints Chief Executive Officer
The appointment has been approved by the PRA and FCA.
09/29/2022
Strong Swiss asset management tackles major challenges
While three decades have brought enormous changes to the asset management industry, the main goal of the association has not changed.
09/29/2022
Somerset boss set for minister job as L&G's Wilson turns down role - reports
Minister for investment
09/29/2022
Susie Aliker to step down as CEO of green bank Tandem
Lender reveals succession plan including CEO designate Alex Mollart.
09/29/2022
Deutsche Bank expands Geneva location for rich families
In addition, Sophie Dumont will join Wealth Management Switzerland in Geneva as Relationship Manager and support Saint-Arnaud.
09/28/2022
Bana Akkad-Azhari Appointed Head of BNY Mellon Treasury Services, EMEA
Akkad-Azhari has over 25 years’ experience in transaction banking in EMEA.
09/28/2022
PIMFA welcomes Courtney Havers’ Ray Tuffield to its Board
He brings almost 50 years’ experience of financial services to the PIMFA Board.
09/28/2022
Unique hires Vanessa Scott into newly created COO role
She takes on the newly created COO role at the 32-strong adviser business with immediate effect.
09/28/2022
Three directors join the Investment Association Board
The new appointees replace Keith Skeoch, Andrew Formica and Philippe d’Orgeval.
09/28/2022
Jupiter multi-asset boss exits in CEO overhaul
Talib Sheikh is to leave the firm before the end of the year alongside colleague Joseph Chapman.
09/28/2022
IA adds JPM, Crux and Columbia Threadneedle CEOs to board
Crux CEO Karen Zachary, Columbia Threadneedle CEO Nick Ring, and Aegon UK CEO Kirstie MacGillivray will join the Investment Association board.
09/27/2022
Heerasing becomes underwriter of Lloyd’s Syndicate 1945
SiriusPoint will retain Syndicate 1945 and its UK Branch operations.
09/27/2022
AJ Bell founder to exit board after FCA talks
After September, Bell will step down as chief executive
09/27/2022
Gresham House Energy Storage Fund plc Appoints an Independent Non-Executive Director with Effect from 1 October 2022
Isabel is also a director of Schroder Oriental Income Fund Limited and Utilico Emerging Markets Trust plc.
09/27/2022
Evelyn Partners confirms director appointment
Prior to that he was regional director at Barclays Premier.
09/26/2022
Arch names Cafferty as senior property underwriter
He has also worked at Cooper Gay and was an international facultative property broker at CGNMB.
09/26/2022
BlackRock’s former EM debt head joins UBP in senior role
Sergio Trigo Paz's new position is CIO and head of emerging market fixed income.
09/26/2022
Franklin Templeton expands ETF sales team with double hire
The firm has made four region-specific sales hires this year