11/08/2022
We’ve appointed Amit Puri to lead our Sustainable Finance business
Based in London, Amit reports to Marisa and leads the Bank’s Sustainable Finance and Environmental & Social Risk teams globally.
Executive Moves
11/08/2022
Barings strengthens its asset management team in the UK
Philip Smith has gained experience over the past six and a half years in JLL’s asset management team
11/08/2022
Laura Trott named pensions minister
It said Trott is responsible for pensioner benefits including the state pension, private and occupational pensions, and oversight of arms-length bodies such as the Pensions Regulator.
11/08/2022
Sesame Bankhall targets adviser growth with senior promotions
Alex Beavis takes up the role of group director, mortgages and protection, Linda Preston-Todd becomes Bankhall client relationship director and Stephanie Charman has been appointed strategic relationship director.
11/07/2022
BMO's Thorpe joins The Openwork Partnership
Columbia Threadneedle acquired the UK and Europe fund management of BMO in 2021, and announced in March that the company would be rebranded, with all of the funds in the BMO range to acquire the prefix CT.
11/07/2022
Farrer & Co bolsters Private Client offering with new partner hire
At Farrer & Co, she will further strengthen the team’s comprehensive offering, helping clients with their complex and multi-faceted on-shore and off-shore needs.
11/07/2022
UBS Hires Credit Suisse Bankers to Boost Team for Rich Indians
UBS is building out its business catering to rich Indians living overseas at a time when the sub-continent is seeing rising wealth.
11/07/2022
Dufrain appoints Chairman
As part of a management buyout, Dufrain is set to expand by up to three times its current size across all regions.
11/04/2022
Former Credit Suisse impact fund selection head joins UBS
The former fund buyer is taking on head of sustainable investing governance role.
11/04/2022
Scotiabank names new CEO of MD Financial Management
She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.
11/04/2022
Societe Generale appoints Group Chief Risk Officer
He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.
11/04/2022
IQ-EQ appoints Chief Operating Officer for Continental Europe
Most recently, he was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.
11/04/2022
Crestbridge Family Office Services appoints Director to support sustained growth
Her worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients
11/04/2022
Withers expands UK immigration law strengths with new partner
Nicolette advises on a wide range of issues relating to international movement
11/04/2022
UBP's Swiss institutional head takes over German business
The previous head for Germany has left to work at a rival company.
11/04/2022
Sandra Phlippen appointed professor by special appointment of Sustainable Banking
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
11/03/2022
Quilter Cheviot adds three new investment managers
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.