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Executive Moves

07/03/2026

Brainvest names new CEO for its Geneva office

The former chief commercial officer takes the helm in Switzerland as the multi-family office looks to build on its global growth strategy and succession plans.

07/03/2026

Deutsche Bank Switzerland hires two wealth management experts

The hires mark another milestone in the banking giant's Swiss expansion.

07/03/2026

S&W invests in transaction services with senior Partner appointment in London

The hire forms part of the firm’s continued growth strategy and reflects its ongoing investment in broadening its advisory and transaction services capabilities.

07/03/2026

HCR Law expands Private Wealth team with senior talent

These appointments form part of the continued expansion of HCR’s Private Wealth sector.

07/03/2026

Grant Thornton Portugal integrates legal arm with new team

The move brings together three partners, three of counsel and three associate lawyers, with the firm also training trainee lawyers as part of the new practice.

07/03/2026

Hargreaves Lansdown appoints technology heads

Both have been recruited from Vanguard, the US-based asset manager regarded as one of the largest firms in the market with a focuis on retail investors.

07/02/2026

Withers appoints 12 new partners in the US, UK and Singapore

Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'

07/02/2026

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

Former McKinsey Senior Partner and Co-Leader of the Global Banking Sector joins Performativ following the company’s $14 million Series A led by Deutsche Börse Group

07/02/2026

Altea Partners Appoints Ahmad AlFarabi as Partner & Chief Growth Officer

The appointment marks the latest step in the build-out of the firm's presence in the Kingdom.

07/02/2026

Revolut Trading UK CEO steps down amid wealth management push

Yana Shkrebenkova exits weeks after the bank’s trading arm received FCA approval to expand its services

07/02/2026

Pictet Appoints New Wealth Management Leaders in Switzerland and France

The appointments took effect on July 1 and form part of the firm's long-term growth strategy in two of its key markets

07/02/2026

Bellevue Asset Management arranges succession for the Bellevue Medtech & Services and Bellevue Digital Health strategies

The succession plan, developed over the long term, ensures continuity in portfolio management.

07/02/2026

St. James’s Place hires former L&G manager Teschmacher

Former head of asset allocation reunites with CIO Justin Onuekwusi

07/02/2026

Ocorian appoints Andy Bailey as Country Head for Guernsey

He will be responsible for leading Ocorian’s management team in Guernsey and managing regulatory relationships.

07/02/2026

Rathbones promotes Investment Manager in the Channel Islands

Connor’s promotion to Investment Manager is very well deserved and reflects both his strong technical ability and the commitment he has shown since joining the business.

07/02/2026

Artemis UK Future Leaders Plc - Appointment of Analyst

She has a first-class degree in economics from the University of Bath and is a CFA Charterholder.

07/02/2026

Hargreaves Lansdown hires Bestinvest’s Haine as head of personal finance

Haine will join the Hargreaves Lansdown team on 20 July, following a four-year tenure at Bestinvest as an analyst

07/02/2026

HSBC appoints Dimitri Anghelakis as Global Head of Trust and Fiduciary Services

Dimitri will relocate from London to Hong Kong.

07/02/2026

Statutory panel chair appointments confirmed for FCA listing authority and practitioner panels

Kirsty will take up the position of Chair from 1 July, with Clare and Matt reappointed to continue from 1 August.

07/01/2026

Many bank resignations – high demand for advice on retirement planning issues

As one of the leading pension service providers, Pensexpert is closely following this development, which also presents opportunities for them.

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