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Executive Moves

04/01/2025

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

04/01/2025

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

The appointment is effective from 1 April 2025.

04/01/2025

Former Schroders head of UK to join SJP as CEO of wealth management

The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).

04/01/2025

FINMA Executive Board: Birgit Rutishauser to leave FINMA

FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.

04/01/2025

Quilter appoints Cat McInally to further strengthen technical support for advisers

She joins the business in a new role supporting advisers across the north of the UK.

04/01/2025

Aberdeen Investments poaches John McCareins from Northern Trust

In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise

03/31/2025

Financial Planning Standards Board seeks candidates for 2026 board of directors

Nominations must be submitted by Friday, 2 May 2025

03/31/2025

J Safra Sarasin's portfolio manager Godziek is digging beyond AI

As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.

03/31/2025

Ex-Amundi Switzerland CEO joins asset management consultancy

Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.

03/31/2025

Hampden Bank chair Simon Miller to retire from the board

David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.

03/31/2025

Aberdeen Investments appoints John McCareins as chief client officer

He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.

03/31/2025

Nucleus strengthens financial leadership team with two new roles

Both roles are newly created, strengthening the Finance team as Nucleus continues to invest in its leadership talent to reflect its growth.

03/31/2025

Waverton chair David Rosier retires

After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.

03/28/2025

Vanguard appoints Spain country head for ‘official market entry’

He will report to Simone Rosti, head of Italy and Southern Europe

03/28/2025

L&G appoints Andy Parsons and Lois Day to the Mastertrust Trustee Board

Andy and Lois join the trustee board with the L&G Mastertrust having recently surpassed £30bn in assets under management, growing by a third in under two years.

03/28/2025

Simplybiz brings in former M&G Wealth Advice boss Tom Hegarty as CEO

He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.

03/28/2025

7IM CIO Martyn Surguy to exit in strategic review

Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.

03/28/2025

Regula Berger becomes Chairwoman of the Board of Directors of Bank Cler

She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.

03/28/2025

Julius Baer Signals Crypto Push With Strategic Hire

Julius Baer has brought on board renowned crypto specialist Michael Martin

03/28/2025

Deutsche Bank shapes Management Board for next phase of growth strategy

Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period

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Standard Life appoints Neil Jones to strengthen technical wealth planning support for advisers

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01-21-2026

UK wealth manager Norman K opens Luxembourg office

01-21-2026

The Housing Association Pension Fund Foundation selects Van Lanschot Kempen as fiduciary manager

01-21-2026

Vontobel opens new UK headquarters in London's "Walkie-Talkie" building

01-21-2026

Regulators give clarity in relation to open banking pricing models

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Abacus Advisers opens Glasgow office as hub for regional growth

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IFGL awarded five stars for strength and service by AKG

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