04/01/2025
Quilter appoints Cat McInally to further strengthen technical support for advisers
She joins the business in a new role supporting advisers across the north of the UK.
Executive Moves
04/01/2025
Aberdeen Investments poaches John McCareins from Northern Trust
In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise
03/31/2025
Financial Planning Standards Board seeks candidates for 2026 board of directors
Nominations must be submitted by Friday, 2 May 2025
03/31/2025
J Safra Sarasin's portfolio manager Godziek is digging beyond AI
As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.
03/31/2025
Ex-Amundi Switzerland CEO joins asset management consultancy
Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.
03/31/2025
Hampden Bank chair Simon Miller to retire from the board
David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.
03/31/2025
Aberdeen Investments appoints John McCareins as chief client officer
He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.
03/31/2025
Nucleus strengthens financial leadership team with two new roles
Both roles are newly created, strengthening the Finance team as Nucleus continues to invest in its leadership talent to reflect its growth.
03/31/2025
Waverton chair David Rosier retires
After a seven year stint as chairman of Waverton, Rosier stepped down as the firm integrated into W1M.
03/28/2025
Vanguard appoints Spain country head for ‘official market entry’
He will report to Simone Rosti, head of Italy and Southern Europe
03/28/2025
L&G appoints Andy Parsons and Lois Day to the Mastertrust Trustee Board
Andy and Lois join the trustee board with the L&G Mastertrust having recently surpassed £30bn in assets under management, growing by a third in under two years.
03/28/2025
Simplybiz brings in former M&G Wealth Advice boss Tom Hegarty as CEO
He established the M&G Wealth Advice Academy in 2021, demonstrating his commitment to nurturing new talent within the sector and increasing accessibility of advice for consumers.
03/28/2025
7IM CIO Martyn Surguy to exit in strategic review
Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.
03/28/2025
Regula Berger becomes Chairwoman of the Board of Directors of Bank Cler
She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.
03/28/2025
Julius Baer Signals Crypto Push With Strategic Hire
Julius Baer has brought on board renowned crypto specialist Michael Martin
03/28/2025
Deutsche Bank shapes Management Board for next phase of growth strategy
Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period
03/28/2025
Graham Withers Promoted to Managing Director
Chief Executive Phil Gent explains: "PBIM is in a very pleasing "growth" phase which has seen the business and investment team expand significantly over the past 12 months.
03/28/2025
Time4Advice founders to retire as Richard Brian steps into leadership role
The company has named Richard Brian, currently technical director, as the new managing director of CURO.
03/27/2025
Clemens Kaiser appointed Chief Country Officer Switzerland and CEO of Deutsche Bank (Suisse) SA
He succeeds Alessandro Balestra who covered both positions ad interim after Loïc Voide left Deutsche Bank in November 2024.
03/27/2025
Change in the Head of Communications at the Swiss Life Group
Personally and on behalf of the Executive Board