02/10/2023
Close Brothers Premium Finance appoints top boss for UK and Ireland
He served as managing director at the firm since May 2021
Executive Moves
02/10/2023
Laura Lane joins Kada as Associate Director
The new Associate Director brings almost 19 years of experience in learning and skills, social mobility and strategy to the firm, having held a number of leadership roles across private, public and academic settings.
02/09/2023
WH Ireland manager exits for Silverwood Wealth Management
George Holloway reunites with former colleagues Steven Beaney and Martin Guilbert at the start-up
02/09/2023
Invesco CEO Marty Flanagan to retire after 18 years
His successor is named as Andrew Schlossberg, who was previously senior managing director, head of Emea
02/09/2023
HSBC appoints head of global banking coverage for UK -memo
He will be based in London.
02/09/2023
Metro Bank appoints MD consumer finance
He will now be responsible for leading and developing Metro Bank’s unsecured lending products
02/09/2023
IAM Senior promotions
IAM Advisory promotes four of its most senior staff and appoints a new senior leadership team
02/09/2023
Dan Coral and Rory Farquharson to join Elixirr partner team
Elixirr is a global consulting firm working with clients across a diverse range of industries, markets and geographies.
02/09/2023
Russell Investments hires CEO from Blackrock
Zach Buchwald was also managing director at Morgan Stanley
02/08/2023
The opportunity in deglobalisation with RBC Wealth Management’s David Storm
David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.
02/08/2023
Rothschild & Co adds Senior Client Adviser to its Wealth Management business in Spain
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
02/08/2023
Hampden & Co makes two C-suite appointments
The private bank puts fresh faces into leadership positions following first full-year profit.
02/08/2023
Jupiter appoints UBS veteran to co-manage Asian Income fund
REVEALED: Sam Konrad will work alongside Jason Pidcock to manage the £1.1bn fund.
02/08/2023
SGKB appoints private banker to senior role
Roland Inauen, who worked in the cantonal bank for more than 22 years, will assume the head role at the private banking international branch in St Gallen.
02/08/2023
Investment Industry Expert Joins Sionic from Eurex
Ricky joins as a Director in Sionic’s specialist Asset Management Practice, with a focus on expanding the firm’s reach across the buyside, including in North America.
02/08/2023
Robin Geffen to exit Liontrust amid global equity team consolidation
Shift in strategic focus
02/07/2023
Bank Julius Baer Deutschland AG expands the Management Board
This expansion of the Management Board underscores the sustained growth of the bank in Germany.
02/07/2023
Brooks Macdonald chair steps down over health issues
Alan Carruthers resigns to fully recuperate
02/07/2023
Glarus wealth manager adds ex-ZKB CEO and two others to board
Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.
02/07/2023
Pictet announces full-year 2022 figures and change on Board of Partners
Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.