10/15/2024
Titan Wealth hires business development director from LGIM
Giles Whittingham will focus on clients in the north of England region
Executive Moves
10/15/2024
AXA IM appoints Megan Brennan to thematic equities
Megan joins from Sarasin & Partners, where she spent seven years as a portfolio manager and analyst on thematic equity and multi-asset funds.
10/15/2024
BNP Paribas Asset Management appoints new Head of Italy
She will succeed Marco Barbaro following his planned retirement at the end of May 2025.
10/15/2024
Federated Hermes’ Eoin Murray named CIO of Rebalance Earth
The firm now aims to invest £10bn into nature restoration projects across the UK
10/15/2024
Rob Burdett joins Nedgroup Investments
Rob Burdett will head up Nedgroup Investments’ international multi-manager business
10/15/2024
CISI names new financial planning chair
The forum encourages members to share their ideas and best practices while helping to develop the existing and next generation of financial planning professionals.
10/15/2024
Ex-Credit Suisse Communications Exec Becomes Partner
Gerster brings over 20 years of corporate communications experience.
10/15/2024
Oxford North appoints new managing director
Simon has more than 25 years’ experience and has joined from Brookfield-owned Advanced Research Clusters (ARC) where he was director
10/14/2024
Mark Satisky joins North Highland as chief financial officer
Mark Satisky steps into the role, with more than a quarter-century of experience in business and consulting.
10/14/2024
Mark Shaw starts as new managing partner at BDO
He used his first official day in the office to restate the firm’s commitment to the mid market.
10/14/2024
Financial Life Planning hires Rebecca Tuck as ops director to drive growth
The first step is to make everything behind the scenes as efficient as possible.
10/11/2024
Temenos appoints Barb Morgan as Chief Product and Technology Officer
Her appointment is effective immediately.
10/11/2024
Ex-UBS boss Hamers joins AI wealth management startup Arta Finance
Hamers, who left UBS last year, has also acquired a stake in Arta, joining a host of early stage investors, including former Google chief Eric Schmidt.
10/11/2024
Titan hires PwC risk director as Tavistock row rumbles on
Matt Hodey has joined as a senior risk advisor on an interim basis.
10/11/2024
Ex-LOIM thematic fund manager joins Novo Holdings as partner-at-large
Meret Gaugler joined the Novo Holdings growth investments team in August.
10/10/2024
Allfunds names Patrick Mattar as Global Head of ETP distribution
Patrick brings extensive experience to the role, having held senior leadership positions at leading organisations in the financial services industry.
10/10/2024
Iress rejigs leadership team
The financial software and data firm has promoted Harry Mitchell to deputy chief executive, effective immediately.
10/10/2024
Former ZKB AM Swiss equity chief moves to Zurich boutique
Urs Beck joined Arfina Capital in Zurich this September.
10/10/2024
Zurich investment boutique gets new sales manager
Martin Künzler was appointed Chief Sales Switzerland and member of the management team of Arete Ethik Invest .
10/10/2024
Evelyn Partners bolsters Northern tax team with senior Leeds-based appointment
Based in Evelyn’s Leeds office, Vanessa will also work with tax teams in Evelyn Partners’ Harrogate, Manchester and Newcastle offices on all aspects of private client tax and succession issues.