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Executive Moves

11/14/2024

Premier Miton: DFMs shouldn’t be competing with advisers

The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.

11/13/2024

RBC Brewin Dolphin hires fund analyst from 7IM

Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.

11/13/2024

Kevin Singh Joins as Corporate Finance Assistant Manager

Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.

11/13/2024

St James’s Place continues exec shakeup with new chief risk officer

He is set to be replaced by Hestie Reinecke, who joined the business in October.

11/13/2024

Julie Dean joins Chelverton to manage new UK opportunities fund

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

11/13/2024

Oberon hires Adam Hughes as head of distribution

Hughes formerly with Neptune Investment Management and Gresham House

11/13/2024

Ursula Nitschke joins Syz Capital as Head of Business Development & IR

As Head of Business Development and Investor Relations, Nitschke will oversee the business development, capital raising, investor relations and communication at Syz Capital.

11/13/2024

Ian Aylward joins AJ Bell in boost for Investments team

With this service gaining increasing popularity, Ian’s role will enable him to take a dedicated focus on portfolios within this growing area of AJ Bell’s investment offering.

11/13/2024

Head of DACH distribution at Invesco joins Barings

Sascha Specketer will head distribution for the DACH region.

11/13/2024

Ex-Barclays fund selection head Ian Aylward joins AJ Bell

Aylward will lead a drive to create bespoke portfolios for advisers as head of investment partnerships.

11/12/2024

WHEB appoints Hans-Christoph Hirt to advisory committee

Hirt brings over 20 years experience to the committee

11/12/2024

Peter Garnry, Chief Investment Strategist, leaves Saxo

In the past year, Garnry has also been heading up Saxo’s team of strategists.

11/12/2024

AMPS names Debbie Seaton as chair

She replaced outgoing chair Andrew Phipps of Embark Group, who stood down after two years in the role.

11/12/2024

JP Morgan Private Bank hires UBS desk head in Zurich

Loyan Osman, who worked in a number of roles at the Swiss bank, will be joined by another new hire, an investment counsellor from Citi.

11/12/2024

Schroders Personal Wealth appoints Martin Andrew to its board

Andrew, has over 25 years’ experience in the asset and wealth management industry and, most notably, spent 14 years as the CEO of Close Brothers Asset Management

11/12/2024

DWS Switzerland CEO Björn Jesch exits

Jesch, who was also global chief investment officer at DWS, previously worked for Credit Suisse.

11/12/2024

Vontobel names markets index investment solutions head

Wai Leong Gan succeeds Samuel Suter, who has relocated to Zurich for a new role.

11/12/2024

Pablo Hernández de Cos announced as next BIS General Manager, effective 1 July 2025

He will take over the position of BIS General Manager from Agustín Carstens whose term concludes at the end of June 2025.

11/12/2024

Edmond de Rothschild. New CSR Director comes from Lombard Odier

She will work at the Geneva office and report to Chief Sustainability Officer Nathalie Wallace

11/11/2024

Copia managing director exits DFM

Robert Vaudry is to be replaced by Joanne Benson at the Wealthtime-owned business.

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