05/15/2024
Evelyn Partners bolsters Bournemouth financial planning team with experienced appointment
Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.
Executive Moves
05/15/2024
Nucleus appoints two new Non-Executive Directors
They replace Judith Davidson and Kathryn Purves respectively.
05/15/2024
HSBC AM head of World Selection funds exits
Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin
05/15/2024
Movera appoints Mark Tosetti as CEO of CAL
Mark will remain within the Movera Executive team, reporting to Nick Hale Movera Group CEO.
05/15/2024
Federal Council appoints Liliana de Sá Kirchknopf as Switzerland’s Executive Director at the EBRD
At the same time, the Federal Council has conferred on her the title of Ambassador.
05/14/2024
Indosuez CEO to join Degroof Petercam board after acquisition
Bank Degroof Petercam has conditionally nominated Jacques Prost, CEO of Indosuez Wealth Management, to its board of directors
05/14/2024
Hawksford announces 89 group promotions
All 89 promotions across the group were all made in recognition of employees’ commitment to professional development
05/14/2024
Gilson Gray Financial Management names chief operating officer as it targets £1bn assets under management in 2024
The leadership announcement comes as GGFM reveals it is targeting upwards of £1 billion assets under management for the financial year.
05/14/2024
Lloyds hires wealth and asset manager head from Investec
Tangwena Nelson will lead a new team providing operational solutions to Lloyds' wealth and asset management clients.
05/14/2024
Fenergo drives EMEA expansion with new senior hire
She joins Fenergo from Salesforce, where she served as Senior Vice President of all industries in the UK and Ireland.
05/13/2024
Geneva IAM names head of investment
David Lamarque started at Capital Y this month.
05/13/2024
GFC Appointment of New Board Members
The Geneva Financial Center is governed by a Board of 14 directors who represent the many facets of the Geneva and Lake Geneva financial industry.
05/13/2024
Michael Willi becomes senior partner at Dynamics Group
He will join the Dynamics Group office in Basel
05/13/2024
Nest appoints Northern Trust as fund administrator
Nest said appointment is of ‘significant importance’ to the success of the scheme
05/13/2024
Liontrust appoints Natalie Bell as fund manager on UK small and micro-cap funds
Has been part of the Economic Advantage team since 2022
05/13/2024
LGT Wealth hires top Barclays banker for new Edinburgh base
Jonathan King has joined LGT Wealth after 13 years with Barclays after LGT completed its move into a new headquarters in Capital Square.
05/13/2024
Multi-billion Amundi PM to move to Austrian fund house
Sustainability-focused Jörg Moshuber is leaving Europe’s largest asset manager to join board at Schoellerbank Invest.
05/13/2024
Jupiter UK small and mid-cap head to retire
Dan Nickols, who also co-manages Rights and Issues Investment Trust, will step down at the end of June
05/13/2024
Robeco hires experienced EMD team, consisting of three seasoned lead portfolio managers
Team will join Robeco to complement EM offering with launch of hard currency and local currency sovereign debt strategies in H2
05/10/2024
JP Morgan Private Bank hires HSBC veteran for regional push
Anthony Gifford joins after 21 years with HSBC Private Bank to oversee JP Morgan’s Midlands base and follows several high-profile regional hires in recent months.