09/05/2024
Guardian CEO Katya Maclean exits after five years
Under her direction the business has grown substantially year on year, with a 40% increase in sales in 2023.
Executive Moves
09/05/2024
Ex-Brooks Macdonald trio resurface at Rathbones
Pam Beith, Isobel Gingell and Sam Garrad have joined Rathbones after leaving Brooks Macdonald at the end of last year.
09/05/2024
Philippa Hann to take over as CEO from Barry Horner at employee-owned financial planners, Paradigm Norton
While this transition addressed ownership succession, the Board recognised the need for a comprehensive leadership succession plan.
09/05/2024
Nuveen Private Capital hires head of BD for Netherlands
Van Daalen will be based in Nuveen’s Amsterdam office and has more than two decades of experience in the Dutch institutional market.
09/05/2024
Abrdn Adviser poaches new CFO from Quilter
The appointment follows the announcement last month
09/05/2024
Schroders set to appoint Richard Oldfield as CEO
Peter Harrison’s successor is due to take on the top job next year, according to reports.
09/05/2024
Citi appoints Achintya Mangla head of financing for investment banking
Achintya will assume responsibility for Global DCM, ECM, Syndicate and Private Capital Markets
09/04/2024
GSB bolsters private team in Dubai with new hire
Joseph Jawad has joined as a Senior Partner of GSB Private
09/04/2024
The Bank of London founder steps down as chief executive
He also remains a shareholder.
09/04/2024
Man Group appoints Head of UK Retail Sales
He replaces Richard Phillips, who is retiring after 27 years with the firm.
09/04/2024
UBS names new head of global wealth management strategy
Christian Koppenhöfer, who assumed the role last month, leads UBS’s global wealth management strategy in collaboration with the GWM team.
09/04/2024
Legal & General appoints Linda Whorlow to the Independent Governance Committee
She was previously the Managing Director of Aegon’s Workplace Savings business for five years before retiring in June 2024.
09/04/2024
Ex-Fisch convertibles head makes comeback at Swiss Life AM
One year after her departure from Fisch Asset Management, Stephanie Zwick returns as a senior multi-asset portfolio manager at Swiss Life Asset Managers.
09/04/2024
Fisch Asset Management strengthens Board of Directors with internationally recognised asset management expert
The Annual General Meeting elected Stefan Mächler as a new member of the Board of Directors with effect from 4 September 2024.
09/04/2024
Succession appoints new director of wealth to drive business development
In his most recent role at Alantra, the mid-market-focused investment bank, Nicoll provided corporate finance advice to growing businesses in financial services, fintech and business services.
09/04/2024
British Friendly appoints Barot as head of marketing
Her new role will involve further developing the Society’s marketing strategy and focusing on growing its product and service quality for members and advisers.
09/03/2024
7IM appoints industry veteran Chambers as independent non-executive director
In addition, she is also an adviser and investor director for several fintech and SaaS startups both in the UK and US.
09/03/2024
Royal London Asset Management strengthens Equity team
Paul Schofield joins with effect from today from Goldman Sachs Asset Management where he held key leadership roles, latterly as co-head of global equity.
09/03/2024
Strategic Appointment at WBR
Roy brings with him a wealth of experience from his previous role at Shakespeare Martineau, where he served for many years as Head of Leicester Office.
09/03/2024
Restructuring partner Paolo Manganelli joins the team in Italy
Paolo joins from Ashurst, where he led the restructuring and special situations practice in the Milan office.