11/11/2024
Schroders announces new Group Executive Committee
It comes as Richard Oldfield officially becomes Group Chief Executive, succeeding Peter Harrison who has led the business over the last eight years.
Executive Moves
11/11/2024
Helvetia hands top decile equity funds to new manager
Philipp Eble joined in July, following a stint as a portfolio manager for a German insurance group.
11/11/2024
Quilter Cheviot hires Maurizio Carulli for equity research team
He joins the business from Carbon Tracker, an independent financial think tank that analyses the impact of fossil fuels, climate change and the energy transition on capital markets.
11/11/2024
Royal London Asset Management appoints Phil Reid as Head of Sales to accelerate growth
Reporting into Chief Client Officer, Ed Venner, Phil will oversee both wholesale and institutional sales in this newly created role.
11/11/2024
Morgan Stanley co-head appointed CEO of PGIM
Jacques Chappuis’ expertise in acquisitions made him the prime candidate to lead PGIM’s growth
11/11/2024
Royal London Asset Management expands Equity Team
All three, who combined have nearly 40 years’ industry experience, join with immediate effect.
11/11/2024
Julius Baer names new head of private markets investments
Viktoras Vatinas joins the private bank from Baloise Asset Management.
11/11/2024
Citi HNW head Penny Lovell exits UK post
Lovell leaves less than two-and-a-half years after joining from Sanlam Private Wealth.
11/11/2024
Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service
The recognition was part of the 2024 Global Private Banking Awards.
11/11/2024
Seccl welcomes Prerna Goel as chief operating officer
Goel will be responsible for leading Seccl’s operations, finance, CASS, legal and cross-functional delivery teams.
11/08/2024
James Rainbow to leave Schroders as Phil Middleton takes over as UK head
Middleton has spent the last four years working in the US
11/08/2024
Prudential confirms 2024 guidance; Phoenix Group hires former CFO
Prudential said it remains on track for its expected 2024 net business profit growth of 9% to 13% at constant exchange rates.
11/08/2024
Schroders appoints Phil Middleton as Head of UK
Phil has an excellent track record of working in the UK market, having spent most of his career based in London.
11/08/2024
Wealthtime Group appoints Nick French as commercial director
He joins from investment management specialist Blackfinch Group, where he was chief distribution officer.
11/08/2024
Schroders Personal Wealth creates new senior roles as growth accelerates
The structure has further enhanced the SPW proposition, enabling the group to maintain the highest quality of financial advice and assist an increasing number of clients.
11/08/2024
Change in the management of BEKB
During his term in office, Mark Haller drove forward the implementation of many important projects in the area of ​​digitalization and made a significant contribution to increasing efficiency within the bank.
11/08/2024
Rathbones hires Top 30 star from Evelyn
Dean Layzell joins as an investment manager after a seven-year stint with Evelyn.
11/08/2024
Stéphane Pardini appointed Head of Wealth Management at Quintet Luxembourg
Thomas Klein appointed Group Head of Asset Servicing & Financial Intermediaries
11/08/2024
Credit Suisse chief economist Switzerland and ex-Olympian exits UBS
Claude Maurer is leaving the megabank after more than 18 years.
11/07/2024
additiv strengthens UK presence with new London office and appointment of Pierre Dufauret as UK Market Head
These strategic moves underscore additiv’s commitment to strengthening its presence in the UK market and supporting its growth ambitions in the region.