09/16/2024
Skerritts snaps up £1bn Harrogate IFA and Openwork CFO
Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.
Executive Moves
09/16/2024
Global financial services group GSB makes double hire for wealth division
Paul Waterman and Craig Holding join the firm in Dubai
09/16/2024
ARC Research hires investment veteran in senior client role
Shaun’s in-depth knowledge of portfolio construction, asset allocation and risk assessment will be instrumental in helping ARC Research deliver enhanced value to its clients.
09/16/2024
ZEDRA welcomes new Deputy CEO to enhance leadership team
This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.
09/16/2024
TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers
The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.
09/16/2024
Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team
He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.
09/16/2024
Rothschild & Co’s UK Wealth Management business appoints Director of Strategic Relationships
Daniela has extensive marketing, corporate strategy and business development experience.
09/16/2024
Skipton International announces the appointment of Eric Barnett as its new Chair
With a career spanning over 35 years in financial services, Eric brings a wealth of experience to Skipton International.
09/13/2024
Neil Goddin returns to Aegon AM as head of equities and multi-asset
Current head of equities Philip Haworth has left Aegon
09/13/2024
Quilter plc Directorate Changes
Tim Breedon has stepped down from the Quilter Board
09/13/2024
Santander to Reshuffle Private Banking, Asset Management Units
The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.
09/13/2024
Zurich family office names ex-Credit Suisse exec as client chief
Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.
09/13/2024
Hawksmoor hires Charles Stanley director to head investment management
Dan Ellis joins the wealth firm and becomes one of three appointments to its board.
09/13/2024
Former CS Manager Joins One of Switzerland's Family Offices
The Finad Gruppe has appointed Jan Hüsler as a member of its management team.
09/13/2024
Cité Gestion recruits Lombard Odier private banking trio
Philipp Haverkamp, Fabia Schulthess and Fabian Rauber have jumped ship to Cité Gestion.
09/13/2024
Gateley Legal appoints new private client partner in Manchester
A key area of Adam’s work will be tax planning for shareholders around a future exit/sale, including tax structuring and succession planning post sale.
09/13/2024
Natixis Investment Managers Appoints Head of Global Financial Institutions & Global Consultants - International
In her new role, Mariani will collaborate closely with Matt Coldren
09/13/2024
Top execs switch jobs at Northern Trust
In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.
09/12/2024
CaixaBank's Management Committee appoints Belén Martín as new Head of Private Banking
She holds a degree in Economics and Business Administration from the Autonomous University of Madrid and an MBA from IADE and completed executive programs at both ESADE and IE Business School.
09/12/2024
GAM hires Client Director Andrea Astone in Geneva
In his new role, as Client Director, Andrea will focus on wholesale clients in French and Italian speaking Switzerland and will be based in GAM's Geneva office.