02/26/2025
Rothschild & Co hires Andrew Grant
He will be based in London.
Executive Moves
02/26/2025
IIMI appoints Phoenix AM’s Murphy to board
Vanessa Murphy is head of compliance at Phoenix Asset Management Partners
02/26/2025
Natasha Sayce-Zelem joins Lloyds Banking Group
She will work from the group’s offices in Leeds
02/26/2025
Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly
Oliver will join the Group Executive Committee and report to Richard Oldfield, Group Chief Executive.
02/26/2025
Lakefield Partners appoints new senior RM
Lakefield Partners further expands its team and Brazilian presence with new senior relationship manager Carolina Gomes Ferreira.
02/26/2025
Former Credit Suisse Top Manager Joins Swiss Private Bank
Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025
02/26/2025
Andy Briggs announced as new ABI President
Andy becomes ABI President with immediate effect and will hold the role for the next two years.
02/26/2025
Schwyz-Based Wealth Manager Secures Another Team
The independent asset manager, Alpen Partners, has recruited a new private clients services team.
02/26/2025
7IM appoints north-west business development manager
In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.
02/26/2025
Carmignac bulks up alts distribution
Prior to that he worked at several hedge funds with roles spanning portfolio management, product development and sales.
02/26/2025
Business law firm strengthens its tax law department
His areas of focus are M&A, private equity transactions, corporate restructurings and management participation plans.
02/25/2025
7IM appoints BDM for northwest to support advisers in the region
Snow was previously business development manager for M&G Wealth, based in the north, and prior to that she held the same position for Ascentric.
02/25/2025
Bellecapital International announces new head of compliance
Ex-Vontobel employee, Raquel Fonseca Brito, has joined Bellecapital International as head of compliance.
02/25/2025
Jatin Patel joins Barclays UK Executive team
This appointment reinforces Barclays’ commitment to deliver on the bank’s strategy and financial commitments as part of its three year plan.
02/25/2025
Change in Management
Evelyn Meier will take up her position at the beginning of July 2025.
02/25/2025
Barclays appoints two new senior hires into its Financial Sponsors Group
Isobel van Daesdonk and Scott Willard join Barclays as Managing Directors within the Americas Financial Sponsors Group
02/25/2025
Ex-Coutts boss Morley joins UK challenger bank
Michael Morley, who also previously led Deutsche Bank’s UK arm, will join the board of digital-first bank Monument.
02/24/2025
Aecus Partners hires ex-Majedie PM for global equity team
Fan Ye is to work alongside ex-Comgest duo Arnaud Cosserat and Alistair Wittet at their new boutique.
02/24/2025
Schroders poaches from BlackRock for head of private assets solutions
He will be tasked with designing and managing private markets solutions for clients.
02/21/2025
FNZ Appoints Aashish Kamat as Group Chief Financial Officer
The appointment strengthens FNZ’s leadership team and supports the delivery of sustainable long-term growth.