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Executive Moves

01/10/2025

Partners Capital Announces the Promotion of Two Partners and Five Managing Directors

Lenia Ascenso and Leslie Fitzgerald have been promoted to Partner.

01/10/2025

Former Credit Suisse fund manager resurfaces at Julius Baer

Roger Wyss joins Julius Baer as a fixed income specialist after taking a year-long career break to travel.

01/10/2025

Kingswood appoints ex-Succession Wealth executive as new CEO

He was previously chief commercial officer (CCO) at Aviva-owned Succession Wealth.

01/10/2025

Titanbay Expands in Europe: Welcoming Manuel Noia as Head of Italy

Italy is a key market brimming with opportunities in private markets, and we’re ready to take it to the next level.

01/09/2025

Balfour Capital Welcomes Hatem Rayani as Senior Wealth Manager France

Hatem Rayani has built a distinguished career focused on high-net-worth portfolio management, risk assessment, and compliance strategies.

01/09/2025

BDO Switzerland appoints a COO for the first time

The strategic management services will be brought together under his leadership

01/09/2025

Julian Fosh retires from Liontrust after illness

The fund manager ends a 16-year career at Liontrust after recently suffering from a severe bout of illness.

01/08/2025

Schroders names Philip Chandler Chief Investment Officer of Schroder Investment Solutions

Philip joined Schroders in 2003 and will maintain his current position as Head of UK Multi-Asset while also stepping into the role of CIO.

01/08/2025

William Blair Names Stewart Licudi Head of European Investment Banking

Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe.

01/08/2025

AXA IM appoints two portfolio managers focusing on technology

Together they will focus on AXA IM’s technology range and offer valuable expertise to an experienced team whose franchise has been successfully growing over the past few years.

01/08/2025

Fidelity Investments recruits sales manager with UBS experience

Fidelity International has recruited a new sales manager for its Zurich location.

01/08/2025

Edmond de Rothschild announces the arrival of Monika Vicandi as Chief Risk, Legal & Compliance Officer

With over 20 years’ experience in Switzerland and Europe, Monika Vicandi brings recognised expertise in these three functions.

01/08/2025

Close Brothers Group: Directorate Change

He is recuperating well and expected to make a full recovery.

01/08/2025

Broker Appoints Former Generali Executive as CEO

Most recently, Ruchti served as Chief Distribution Officer and member of the executive management team at Generali Switzerland.

01/08/2025

Head of Partner Management – ​​Edwin Krebser hands over to Eddie Keller

Eddie Keller joined Kessler on April 1, 2024 and, as Head of Placement, is responsible for partner management

01/08/2025

Promotions for Crestbridge Family Office Services as Firm Targets Continued Growth in 2025

Effective from 1 January 2025, the promotions recognise the achievements and contribution of these team members to the business over the past year,

01/08/2025

Findlay Park names new CEO as Pryke steps back

Responsible investment lead Rose Vangerven will take command of the business, with Pryke assuming the role of executive chair.

01/08/2025

Titan targets wealth expansion with Succession hire

Scott Hamilton will lead Titan Private Wealth's high-net-worth push.

01/07/2025

Rathbones Asset Management boosts Scotland and Northern Ireland distribution

She will be based in Glasgow, and will build relationships with wealth managers, financial advisers, and intermediary clients across the regions.

01/07/2025

Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson

Both positions are within Sales and Distribution in the intermediary business.

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