11/16/2022
Dynamic Planner hires director to grow enterprise client list
At Dynamic Planner, she will work on boosting the uptake of the provider’s hybrid financial planning service in this more wealthy market.
Executive Moves
11/16/2022
Carsten Bittner appointed as CI&TO and member of the Executive Board
His appointment, which was announced on September 26, 2022, was subject to regulatory approval and discussion with the bank's shareholders and depository receipt holders.
11/16/2022
Freedom Finance appoints head of growth
Paul joins from Royal London where he spent five years, latterly as Head of D2C Partnerships.
11/16/2022
Credit Suisse Zurich fixed income selector exits to join UBS
The fund buyer has been with the bank for nine years and is the second recent departure from Omar Gadsby’s team.
11/16/2022
Nelson Peltz resigns from Janus Henderson’s board
Famed activist investor hands over independent non-executive director position.
11/16/2022
Former BNY Mellon Exec Joins Delio as Chief Operating Officer
He has a successful track record in identifying solutions to complex business problems
11/15/2022
Aztec Group appoints new Non-Executive Director to its Group Board
Prior to this, he held the role of President at Broadridge Asset Management Solutions and previously led the go-to-market strategy at eFront as Chief Customer Success Officer.
11/15/2022
Financial Ombudsman Service appoints Chief Finance and Risk Officer
She has over ten years’ experience as a Finance Director, having held this role across various divisions of Virgin Media O2.
11/15/2022
AXA IM hires Sales Director to drive growth in UK wholesale business
Simon joins AXA IM from Bellevue Asset Management (UK) Ltd, where he worked as UK business development officer responsible for building the client base of the Bellevue Healthcare team.
11/15/2022
VP Bank : Change on the Executive Board of VP Bank Group and appointment of a new CEO of VP Bank (Switzerland) Ltd.
Dr Mara Harvey will take over as the CEO of VP Bank (Switzerland) Ltd, including responsibility for the management of the Europe region.
11/15/2022
Zwei Wealth appoints UBS veteran as institutional clients head
Mathias Rohr has also worked in investment banking risk management.
11/15/2022
New board members for Twelve Capital
At the holding company level, the BoD is now composed of Urs Ramseier (Executive Chairman), Christoph Bürer (Executive Vice-Chairman) and Martina MüllerKamp (Member).
11/15/2022
Morningstar hires European index sales head from Amundi
Liz Wright will be responsible for growing Morningstar’s European footprint
11/15/2022
HSBC exec named as Scottish Widows' CEO
In his new role, Barua, who was part of HSBC's group executive committee, will also lead Lloyds Banking Group's insurance, pensions and investments business unit.
11/15/2022
Evelyn Partners announces senior appointment in Transaction Services team
Jonathan joins Evelyn Partners from Quantuma where he focussed on providing financial due diligence to lower to mid-market private equity firms.
11/15/2022
Invesco appoints UK sales boss in raft of promotions
She has been promoted to the role from her former position as head of passives UK at Invesco
11/14/2022
Quilter plc Directorate Change
Having previously undertaken this role with a view to handing over to Mr Barker, the Board has confirmed that Ruth Markland will Chair Quilter going forward, and Tim Breedon will be the Senior Independent Director.
11/14/2022
Ross Evans joins PwC risk modelling services unit
As a Partner in PwC’s risk modelling services (RMS) business unit – part of the firm’s risk offering – Evans will work to establish PwC as the go-to advisory firm for capital management and investment help in the insurance sector.
11/14/2022
Citi eyes Paris hiring spree as trading roles shift after Brexit
The French capital will become a focus for the bank as it tries to recruit dozens of fresh staff
11/14/2022
Atlantic House CIO Tom May to replace outgoing CEO
Tony Stenning departs