11/30/2020
Saunderson House Appoints Financial Planning Director
Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Executive Moves
11/30/2020
New Raymond James branch opens at Ropemaker Place, London
The new branch will provide a discretionary investment management service to clients across the UK, from private individuals to charities.
11/27/2020
Danske Bank lays off 257 employees under announced cost reduction plan
Both the layoffs and the voluntary redundancy agreements form part of the discontinuation of up 1,600 positions over a period of 6-12 months announced in October.
11/27/2020
Maltese financial watchdog CEO resigns
To ‘avoid unnecessary media attention’ following backlash from all-expenses paid Las Vegas trip
11/27/2020
Jonathan Davidson to leave supervisory role amid FCA shake-up
He will support the transition and will become a senior adviser to the FCA ahead of next year’s COP26 climate change conference.
11/26/2020
Scottish fintech firm appoints new chief financial officer
Prior to this, Mr. Bain held a variety of senior roles during his 14-year tenure at Graham Technology,
11/26/2020
Grant Thornton names Corporate Finance lead for Thames Valley
Business and financial advisor Grant Thornton has appointed Peter Jennings to lead its corporate finance team in the Thames Valley region. He takes up the role alongside his position as Head of Healthcare M&A.
11/26/2020
Avellemy appoints Graham Bentley as chairman
Asset manager Avellemy has appointed Graham Bentley as non-executive director and chair to its board.
11/26/2020
Brown Shipley veteran leads Raymond James London launch
Simon Monk previously worked for Brown Shipley as an investment manager for 29 years.
11/25/2020
Swiss Equity Team Ready to Hand Over the Reins
Paul Schibli, the highly regarded head of Swiss equities team is set to retire in 2021
11/25/2020
EFG announces changes to Global Business Committee
Patrick Ramsey is a seasoned wealth management and private banking professional with more than 25 years of experience in the industry.
11/25/2020
Hiring at Jefferies in Paris, cuts at Houlihan Lokey in Frankfurt
While Jefferies is hiring in Paris, Houlihan Lokey has been firing - and hiring - in Frankfurt.
11/25/2020
International Family Office launches UK advisory board
“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”
11/25/2020
JPMorgan Chase moves closer to UK digital bank launch with CEO hire
This could carve out an audience in the crowded market by building out its feature set with in-demand but rarely supported capabilities.
11/25/2020
HSBC Ousts Head of US Fixed Income Desk
Europe's biggest bank poached Michael Yarian from Barclays in 2016.
11/25/2020
IAM appoints ex-Lombard Odier WM as partner
Avalor Investment has appointed Carole Müller-Wildi as a partner.
11/25/2020
Willis Towers Watson appoints co-portfolio manager of the Partners Fund
Sims is available for interviews on her new role within the Partners Fund as well as related questions of allocations to all asset classes, topical trends in multi-asset investing, portfolio construction and ESG.
11/25/2020
Reshuffle at Wealthify as new chairman appointed
Aviva first took a majority stake in Wealthify in 2017, but in June completed a full takeover of the company.
11/25/2020
James Hambro & Partners promotes portfolio manager to partner
European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint
11/25/2020
Brown Shipley poaches UBS veteran to head London office
UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.