01/06/2023
Zwei Wealth appoints Advisory Board member as COO
With the newly created position of COO, he assumes responsibility for operational excellence and, as a member of the Executive Board, is directly involved in strategic development.
Executive Moves
01/06/2023
David Fairs to leave TPR to pursue new challenges
He has also overseen TPR’s pool of professional advisers, including actuaries, lawyers, investment consultants and business analysists.
01/06/2023
PFS president resigns following ‘autocratic’ CII board takeover
Caroline Stuart accused the CII of wanting to seize Personal Finance Society cash reserves in her resignation letter.
01/05/2023
Principality Building Society appoints new non-executive director
Ian Greenstreet has held senior roles with the likes of HSBC, Lloyds and ABN AMRO
01/05/2023
State Street Appoints New Chief Executive Officer for State Street Bank International GmbH
Dr. Andreas Przewloka brings 20 years of senior financial services leadership experience to State Street
01/05/2023
Ben Dawson joins BDO as Director
Arriving as Director, Dawson will help businesses across the Midlands weigh up and finance deals that will help them adapt their offerings, amid the recession.
01/05/2023
M&G hires thematic equity investment portfolio managers
Two USA-based appointments announced to develop equity investment capabilities and to offer new investment strategies
01/05/2023
First Sentier poaches Aegon global chief risk officer
Jane Daniel has joined the Australian firm as chief risk officer, after five years at Aegon Asset Management.
01/05/2023
Carmignac looks to Newton for new sustainability head
Lloyd McAllister
01/05/2023
MJ Hudson hires Thompson to London office
The firm said Thompson is a sustainability and ESG professional with 30 years’ experience working across consulting and banking companies, most recently at Barclays and before that at PwC.
01/05/2023
Commerz Real appoints Nicole Arnold to the Management Board
Siegfried Eschen returned to Commerzbank
01/05/2023
Zurich private bank Bergos recruits Berenberg veteran
Hans Wöll had been the head of Berenberg’s Munich branch since 2013.
01/05/2023
Carey Olsen announces nine senior promotions across group
The announcement of the senior promotions follows the news that Carey Olsen has welcomed Huw Thomas in Jersey and Helen Wang in Singapore to the partnership
01/05/2023
Caroline Stuart resigns as PFS president
In a statement today (January 5), Stuart said it was “with the deepest sadness” that she has handed in her resignation as both president and member director of the PFS board.
01/04/2023
Wells Fargo Adds Niall Brady to Institutional FX Sales Team
He brings 24 years of experience to the new role.
01/04/2023
Scottish law firm starts year with three partner moves
Since joining, all three are credited with supporting the firm’s growth in their respective fields.
01/04/2023
Harneys announces firmwide senior promotions for 2023
These promotions complement our firm’s structure which enables our people to deliver outstanding client service while satisfying their own ambitions.
01/04/2023
RBC Bluebay's chief investment strategist David Riley retires
Three-decade long career
01/04/2023
Excl: Charlotte Square names ex-7IM sales boss CEO as founder steps back
Charlotte Square founder William Forsyth is stepping back as CEO after 20 years in the role and will be replaced by former 7IM Scotland intermediary head Robert Darling.
01/04/2023
Credit Suisse reshuffles investment bank after senior departure - memos
Alongside the promotions, the Swiss lender also said it had hired Credit Agricole banker Gen Oba as co-head of IBCM in France, Belgium and Luxembourg.