06/16/2025
Schroders appoints Executive Vice Chair, new Global Head of Client Group and Head of Client Group Asia
Karine Szenberg will be appointed Executive Vice Chair, whilst Matt Oomen joins Schroders as Global Head of Client Group.
Executive Moves
06/16/2025
Ex-Swiss executive takes top multi-family office post at SocGen
Valérie Bokobza, who returned to Paris last year after a stint in Société Générale’s since-sold Swiss private banking division, has been appointed to the new role.
06/16/2025
Julius Baer’s new CEO takes on old guard to revamp Swiss bank
Stefan Bollinger wants to move the 135-year-old Swiss firm beyond the Benko scandal and past setbacks
06/16/2025
BRI Wealth Management appoints Toni Meadows as Head of Investments
Mr. Meadows will also join the management board, helping to oversee day-to-day operations and helping to drive the firm’s ambitious growth strategy.
06/16/2025
Fidelity appoints global CIO of fixed income
Replacing former CIO Steve Ellis, who departed in March after 13 years at the firm to take a career break
06/16/2025
Dentons welcomes trade and commodities finance partner Ellis Lawson to its Banking and Finance team in London
Ellis joins the firm today (16 June) from Sullivan & Worcester, where he was a partner.
06/13/2025
UBS names new UK HNW head as veteran steps down
Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.
06/13/2025
Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer
Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.
06/13/2025
Fairway appoints Nathan Petty as Client Director
Fairway Group has appointed Nathan Petty as Client Director.
06/13/2025
Walkers partner Rajah Abusrewil appointed deputy chair of STEP Jersey
She leads our Jersey Private Capital & Trusts practice group and has over 20 years' experience delivering bespoke solutions for international families and family offices.
06/13/2025
Special situations firm hires boutique's ex-CEO
Oliver Banz has joined AS Equity Partners to lead portfolio operations.
06/13/2025
Goldman Sachs appoints head of Emea defined contribution
In his new role, Horne will work closely with Chris Lyon, global head of defined contribution, as well as leaders across the firm’s global retirement group.
06/13/2025
Bénédicte Chrétien appointed CEO of CFM Indosuez Wealth Management
Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco
06/12/2025
Investment Association names first ever head of private markets
New role created to recognise the ‘increasing importance’ of private markets within the industry
06/12/2025
Ruffer funds head exits in restructure
Luka Gakic will step down in July as part of the restructure the firm is undergoing.
06/12/2025
Hugo Bänziger named chair of Quintet’s board of directors
He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.
06/12/2025
Saranac Partners hires Catherine Burr from Umbra
Burr joins the private office as a client adviser.
06/12/2025
Equiom appoints Tom Illing as Senior Manager – Client Services, Jersey
Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.
06/12/2025
St. James’s Place appoints Helen Beck as non-executive director
Beck brings over 30 years of business leadership and consultancy experience in the financial sector.
06/12/2025
UBP appoints wealth co-head in Lugano
Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.