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Executive Moves

06/16/2025

Asset manager hires ex-Credit Suisse MD to co-head product

Cora Gibbons Moore has joined Royal London Asset Management as co-head of product. Her role will see her focus on international and private assets.

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.

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.

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