03/05/2021
CRUX hires international sales director
CRUX Asset Management (CRUX), an employee-owned investment management business, has appointed Ashley Dale as international sales director, reporting to CEO, Karen Zachary.
Executive Moves
03/04/2021
CREALOGIX bolsters technology expertise
Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.
03/04/2021
Alliance Trust appoints former SJP boss to board
Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.
03/04/2021
UniCredit to boost board's diversity, technology skills
New entries also include Allianz director Renate Wagner and Luca Molinari who is in charge of financial services at Abu Dhabi-based investment firm Mubadala, a UniCredit investor.
03/03/2021
Kreston Reeves strengthen Corporate Finance team
The appointments of James and Ahmed follow continued growth in demand for high-level corporate finance support from the team at Kreston Reeves.
03/03/2021
Former BNY AM chair hires series of ex-colleagues for new firm
Alderwood Capital has also made a trio of hires from Northill Capital as the group readies for investment.
03/03/2021
New banking partner boosts Shoosmiths’ national private equity and venture capital offering
With a wealth of venture debt experience, principally advising US funds, Anna will also work closely with the firm’s national venture capital team to support their start-up and fast-growth tech company clients with their venture debt needs.
03/03/2021
Ex-Santander UK CIO joins Nedgroup as investments head
South African-headquartered company makes senior hire as part of plans to further expand in Europe.
03/03/2021
BNP Paribas Asset Management appoints new Global Head of Stewardship
He will lead BNPP AM’s Global Stewardship team
03/02/2021
Peru & Partners, part of IQ-EQ, strengthens Valuation and CFO Secondment service lines with senior appointment
He brings to this newly created position more than 20 years of experience in corporate finance and in the financial management of private assets and entrepreneurship management companies.
03/02/2021
Generali Group picks CEOs for money management businesses
Also Monday, Generali Insurance Asset Management named Bruno Servant as CEO. Mr. Servant replaced Francesco Martorana
03/02/2021
Coleman joins Succession to 'accelerate growth'
Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.
03/02/2021
Brown Shipley names new wealth planning head
Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.
03/01/2021
ZEDRA announces the appointment of David Rudge as Managing Director, Active Wealth, ZEDRA UK.
He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.
03/01/2021
Former Brewin Dolphin CEO joins Multrees as chairman
The firm has ambitious growth targets and plans to double its client base within the next five years.
03/01/2021
AJ Bell hires veteran BBC presenter
Danni Hewson most recently presented Radio 5 Live’s Wake Up to Money programme.
03/01/2021
GIBAM appoints team to launch new emerging markets equity capability
GIB Asset Management (GIBAM) has appointed Greg Konieczny and Kunal Desai to launch a Global Emerging Market Equity team that will complement and provide further depth to GIB AM’s existing equity capabilities.
03/01/2021
UBP EAM head joins Zurich IAM as deputy managing director
Clarus Capital has also hired a client adviser who worked for UBS.
03/01/2021
Bordier appoints Vontobel PB veteran
Also working in Bern is Jürg Legler, who joined Bordier in October.
02/26/2021
Ignition Advice expands into UK
The challenges of 2020 have accelerated the need for digital solutions and Ignition Advice is perfectly positioned to help.