03/03/2025
Edinburgh IFA Andrew Hannay retires after merging RobMac business to Thorntons Wealth
His approach to financial advice has always been deeply personal, focusing on the needs of each client rather than a one-size-fits-all solution.
Executive Moves
02/28/2025
Söderberg & Partners poaches SEB executives
All three have worked at SEB as client executives and have extensive experience of working with large bank customers
02/28/2025
Abrdn poaches CFO from Coutts & Co
She replaces Ian Jenkins, who has been in the CFO role on an interim basis since Jason Windsor was appointed Abrdn chief executive.
02/28/2025
Leadership change at Dunstan Thomas as CEO retires
He has previously headed three successful software firms and played a key role in multiple corporate exits.
02/28/2025
Former Credit Suisse Executive Philipp Wehle Joins Private Client Bank as Deputy CEO
He is set to take on a senior leadership role at a Swiss private bank chaired by a well-known figure in the sector.
02/27/2025
MHA names new partner in the Midlands
Liam Hammond joined as an audit trainee in 2006 and has progressed through the team
02/27/2025
Lugano venture capital firm announces new board member
Marco Nannini has been announced as Privilège Ventures’ latest board member.
02/27/2025
Atlas Wealth Group hires Patrick Canion as head of advice for Switzerland
He will focus on Australians residing in or relocating to Switzerland
02/26/2025
Rothschild & Co hires Andrew Grant
He will be based in London.
02/26/2025
IIMI appoints Phoenix AM’s Murphy to board
Vanessa Murphy is head of compliance at Phoenix Asset Management Partners
02/26/2025
Natasha Sayce-Zelem joins Lloyds Banking Group
She will work from the group’s offices in Leeds
02/26/2025
Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly
Oliver will join the Group Executive Committee and report to Richard Oldfield, Group Chief Executive.
02/26/2025
Lakefield Partners appoints new senior RM
Lakefield Partners further expands its team and Brazilian presence with new senior relationship manager Carolina Gomes Ferreira.
02/26/2025
Former Credit Suisse Top Manager Joins Swiss Private Bank
Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025
02/26/2025
Andy Briggs announced as new ABI President
Andy becomes ABI President with immediate effect and will hold the role for the next two years.
02/26/2025
Schwyz-Based Wealth Manager Secures Another Team
The independent asset manager, Alpen Partners, has recruited a new private clients services team.
02/26/2025
7IM appoints north-west business development manager
In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.
02/26/2025
Carmignac bulks up alts distribution
Prior to that he worked at several hedge funds with roles spanning portfolio management, product development and sales.
02/26/2025
Business law firm strengthens its tax law department
His areas of focus are M&A, private equity transactions, corporate restructurings and management participation plans.
02/25/2025
7IM appoints BDM for northwest to support advisers in the region
Snow was previously business development manager for M&G Wealth, based in the north, and prior to that she held the same position for Ascentric.