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Executive Moves

08/13/2025

St. James’s Place Strengthens Leadership with New CTO Appointment

This move is in line with the company’s strategic efforts to strengthen its leadership team and enhance6 its technological capabilities, potentially impacting its market position and stakeholder interests.

08/13/2025

Ascot Lloyd hires ex-Investec Wealth CTO in tech restructure

Eden Scrivenger will take over from Jaco Cebula as the consolidator merges its technology and operations functions

08/13/2025

Charles Stanley appoints new Sustainable Portfolio Lead

Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation.

08/13/2025

Timeline appoints new business heads in sales restructure

Kate Phillips and Will Church have been promoted to head of sales roles to fill the gap left by the departure of strategic partners head Mark Hopcroft.

08/13/2025

The Openwork Partnership appoints former Aviva wealth boss as new CEO

The Openwork Partnership is one of the UK’s largest financial services networks with over 4,750 advisers.

08/13/2025

BCN asset management chief exits for insurance group

He has consistently held a Citywire rating since the start of 2022.

08/13/2025

Canaccord bespoke investment manager departs for W1M

Thulasi Muraleetharan has left Canaccord Wealth after three years in the bespoke investment team.

08/13/2025

SEI Investments (Europe) Limited Makes Two Key Board Appointments

Diane Seymour-Williams Appointed as Board Chair, David Lawton Joins as Independent Non-Executive Director

08/13/2025

Sarasin & Partners appoint new head of private clients

He is responsible for managing portfolios for a wide range of UK and international private clients and charities, including several of the firm’s largest relationships.

08/12/2025

Scottish Housing Regulator names new chair

Garry Coutts has been named as chair of the board of the Scottish Housing Regulator.

08/12/2025

Michael Bächtiger new head of the Ausserschwyz region of the Schwyzer Kantonalbank

He began his professional career with a banking apprenticeship, which he has since continually expanded with his expertise in various management positions.

08/12/2025

Van Lanschot Kempen Investment Management announces UK leadership transition

The company has begun a process to appoint a permanent successor to André, with the aim of further establishing the business as the ‘preferred provider’ brand in the UK market.

08/12/2025

Rothschild & Co exec becomes chair of freshly bought firm

Tenalis, which specialises in succession planning among other services, has updated its board of directors, with Andreas Feller serving as chair.

08/12/2025

Scottish Widows appoints Quilter’s Jenny Davidson as intermediary wealth director

She joins Scottish Widows from Quilter, where she has been proposition and commercial director since June 2022.

08/12/2025

Fifth director resigns from PFS board this year

He was appointed to the PFS board last year on 30 September.

08/11/2025

Marex appoints Emea global capital introduction team

He joins from Andromeda Capital Management, where he was a partner in the business development team.

08/11/2025

Oberon Strengthens Investment team with Appointment of Former Odey Asset Management CEO

Peter is joined by his former Odey colleague, Jake Bambridge, who takes on the role of Funds Operations Manager.

08/11/2025

Independent asset manager hires ex-Mirabaud investment chief

Serenis was founded in 1995 and is based in Geneva.

08/11/2025

Billionaire Family’s Ex-Goldman Banker Adds to UK Wealth Exits

The 45-year-old previously lived in the UK for at least three years as he helped build up the firm, which oversees assets for a billionaire Saudi family and is focused on private market investments.

08/11/2025

Ex-Coutts alts specialist resurfaces at Railpen

Richard Woodrow has moved to the £34bn pension scheme which has nearly 16% allocated to private markets.

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