10/14/2024
Financial Life Planning hires Rebecca Tuck as ops director to drive growth
The first step is to make everything behind the scenes as efficient as possible.
Executive Moves
10/11/2024
Temenos appoints Barb Morgan as Chief Product and Technology Officer
Her appointment is effective immediately.
10/11/2024
Ex-UBS boss Hamers joins AI wealth management startup Arta Finance
Hamers, who left UBS last year, has also acquired a stake in Arta, joining a host of early stage investors, including former Google chief Eric Schmidt.
10/11/2024
Titan hires PwC risk director as Tavistock row rumbles on
Matt Hodey has joined as a senior risk advisor on an interim basis.
10/11/2024
Ex-LOIM thematic fund manager joins Novo Holdings as partner-at-large
Meret Gaugler joined the Novo Holdings growth investments team in August.
10/10/2024
Allfunds names Patrick Mattar as Global Head of ETP distribution
Patrick brings extensive experience to the role, having held senior leadership positions at leading organisations in the financial services industry.
10/10/2024
Iress rejigs leadership team
The financial software and data firm has promoted Harry Mitchell to deputy chief executive, effective immediately.
10/10/2024
Former ZKB AM Swiss equity chief moves to Zurich boutique
Urs Beck joined Arfina Capital in Zurich this September.
10/10/2024
Zurich investment boutique gets new sales manager
Martin Künzler was appointed Chief Sales Switzerland and member of the management team of Arete Ethik Invest .
10/10/2024
Evelyn Partners bolsters Northern tax team with senior Leeds-based appointment
Based in Evelyn’s Leeds office, Vanessa will also work with tax teams in Evelyn Partners’ Harrogate, Manchester and Newcastle offices on all aspects of private client tax and succession issues.
10/10/2024
Farrer & Co boosts international private client offering with senior counsel hire
Abigail’s appointment closely follows the arrival of Jehad Mustafa, Partner, in the Dispute Resolution team.
10/09/2024
Marc Brodard joins as Chief Client Officer
Marc brings to Bonhôte a wealth of experience in domestic client management and a strategic vision honed over the course of an eventful global career.
10/09/2024
Franklin Templeton: New Sales Manager for the Swiss business
Before joining Franklin Templeton, Tobler spent over six years in sales at Morgan Stanley in Zurich
10/09/2024
Eliseo Graziani named deputy CEO of Edmond de Rothschild (Europe)
In his new role, he will support the company’s “growth agenda” in Luxembourg, Belgium, Spain, Portugal and Italy.
10/09/2024
Anna Sauvarin joins Oak Group as Chief People Officer
With more than 20 years’ experience in human resources and commercial roles
10/09/2024
HSBC appoints Global Chief Investment Officer and Head of Investments for Global Insurance
Based in Hong Kong, he will report to Edward Moncreiffe, Chief Executive Officer, Global Insurance.
10/09/2024
Hugo Ure leaves Troy after 15 years
Ure was one of Troy’s senior fund managers and the pioneer of its first ESG strategy.
10/08/2024
Barclays continues to invest in the UK appointing senior industry leader as Head of Private Bank and Wealth Management UK
Bringing together these businesses under a single leader will enable a full spectrum of services to be provided to clients in the UK
10/08/2024
Barclays appoints Bradley Rogoff as Global Head of Research
Mr. Rogoff joined the firm in 2002 and currently serves as the Head of FICC Research
10/08/2024
Welcome to MPA Anna and Katie.
Throughout their interview process, both Katie and Anna demonstrated their intelligence, diligence, attention to detail and great interpersonal skills, and we are sure they will fit in well and become a valuable part of our ongoing growth.