10/09/2026
Policy Expert names Convex’s Matt Wilson as chief financial officer
His appointment follows the retirement of Kevin Chidwick, who spent four years at Policy Expert and 40 years in the industry.
10/09/2026
His appointment follows the retirement of Kevin Chidwick, who spent four years at Policy Expert and 40 years in the industry.
10/08/2026
Chris Spencer has been appointed Chief Executive Officer, Global Wealth, Bravura Group.
10/08/2026
The appointment is subject to regulatory approval.
10/08/2026
New leadership role strengthens Aztec’s strategic client delivery capabilities as client requirements continue to evolve and build in complexity.
10/08/2026
The appointment comes against the backdrop of Schroders’ expansion of its ETF platform.
10/08/2026
Appointment of Ludovic Le Du follows recent momentum as L&G accelerates international growth ambitions.
10/08/2026
Lucy Saunders, who moves to S&W from BDO, will work across its offices in Guildford and London, UK.
10/08/2026
She has particular expertise working with professional athletes, actors, content creators and family offices supporting entertainers.
10/08/2026
His appointment reflects our continued strategic focus on growing our UK private capital platform at a time when sponsors are looking for advisers who truly understand all aspects of a transaction."
10/07/2026
The appointment remains subject to approval by the Swiss Financial Market Supervisory Authority, Finma.
10/07/2026
Mason succeeds Prerna Goel following her move to join Retirement-as-a-Service provider Freedom as COO.
10/07/2026
HSBC to Slash UK Wealth Advisers by 70% in AI-Driven Overhaul
Affected employees are expected to depart by the end of October.
10/07/2026
Cornel Widmer and Frédéric Traimond were elected at the Extraordinary General Meeting held on October 1, 2026.
10/07/2026
Most recently, he served as Head of Commercial Real Estate Lending at Revolut, where he was responsible for establishing and developing the firm’s commercial real estate lending business.
10/07/2026
In his new role, he is expected to continue expanding the Swiss business.
10/06/2026
Wotton has over 20 years’ experience in the SM&E arena, having led the SM&E team at Coutts and held similar roles in the private banking divisions of Barclays and HSBC.
10/06/2026
He will also join the General Management Committee of the France Business Unit.
10/06/2026
Caroline Kuhnert is a highly regarded wealth management executive and experienced board director in financial services.
10/06/2026
Private credit has expanded quickly, adding to scrutiny around valuations, liquidity, leverage and operational resilience.
10/06/2026
The appointments bring significant senior leadership and commercial expertise to Waystone’s ACD platform