07/07/2023
UBS Wealth Unit Appoints CS Bankers to Top Roles
This includes the appointment of five ex-Credit Suisse bankers to senior roles in the Asia Pacific region.
Executive Moves
07/07/2023
Top 100 star steps down from wealth boutique she co-founded
Citywire Top 100 fund selector Julia Warrander has left her role at Affinity Private Wealth 12 years after founding the business.
07/07/2023
EY strengthens UK business with 267 new Partner appointments
The new appointments mark a 10% increase in EY’s total Partner population in the UK to 1683, compared to 1533 Partners at the start of the last financial year.
07/07/2023
Consulting firm BearingPoint enjoys record intake of new partners
The large majority of the new partners have been promoted internally, with five joining the firm externally.
07/07/2023
Lazard Investment Banking Veteran Pappone Is Set to Leave Firm
Pappone oversaw some of Italy’s top M&A in recent decades
07/06/2023
Brooks Macdonald appoints Matthew Wintour to newly created Head of International Distribution role
In this newly created role, Matthew will spearhead efforts to drive revenue acceleration, achieve profitable growth and expand market share.
07/06/2023
Nucleus appoints Strategic Account Director
Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.
07/06/2023
Nucleus appoints commercial delivery director
Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.
07/06/2023
MUFG appoints Regional Head for Middle East
His appointment is effective from 5 July 2023 and will report into Hidefumi Yamamura, Deputy Regional Executive, MUFG EMEA
07/06/2023
Quilter Investors adds to Manager Research team with new hire
Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.
07/06/2023
ETC Group makes changes to senior management team
Both Bradley and Tim are founders of ETC Group
07/06/2023
Banque Bonhôte’s chief client officer exits
Chief executive Yves de Montmollin has taken over management of client-facing services after the departure of André Del Piero.
07/06/2023
Governance changes at Hyposwiss Private Bank Genève SA
The new governance structure, effective from 1 July 2023, is a natural development within the Group, as Alain Bruno Lévy was Vice-Chairman of the Board of Directors and Albert Lawi was Deputy Chief Executive Officer.
07/06/2023
Kearney bolsters diversity leadership with Neil Griffiths hire
The role will see him shape and implement the firm’s global strategy in alignment with Kearney’s existing diversity goals.
07/06/2023
Ex-Sesame Bankhall CEO joins mortgage broker
Aviva is a shareholder of the Sesame Bankhall network.
07/06/2023
ETC co-founder steps away from CEO role in management shakeup
Moving away from co-CEO structure
07/05/2023
New leadership at One Four Nine Group
Gabrielle replaces Matthew Bugden who has stepped down from his role to devote more time to his family.
07/05/2023
Dagmar Laub becomes the new Head of Communications & Public Affairs at the SBA
The Board of Directors of the SBA unanimously confirmed Dagmar Laub in this function.
07/05/2023
M&G Wealth Advice appoints Matthew Ings as Head of Academy
Prior to this, Matthew held a number of senior training and sales roles at companies including Bank of Scotland Investment Service and Barclays Financial Management.
07/05/2023
RBC Brewin adds 50 years of planning expertise in Aberdeen
Ricki Garden and Louise Ritchie headline five appointments to the firm’s Aberdeen office.