09/11/2019
Kingswood appoints new Head of Client Proposition
He is joining Kingswood at a time when the firm is looking to further expand in the intermediary space and we very much look forward to utilising his skills.
Executive Moves
09/11/2019
HK&P bolsters leadership teams in Benelux with Dutchman
After operating domestically for a few years, initially under the HK&P banner (Haverman Koteris & Partners – named after co-founders David Haverman and Remco Koteris), international expansion into the UK triggered the specialist consultancy
09/11/2019
UK's Man Group President Jonathan Sorrell to leave firm - Sky News
Sky News also reported that Sorrell’s departure was entirely unconnected to other potential boardroom changes at the company.
09/11/2019
Bank J Safra Sarasin appoints industry veteran as chairman steps aside
The Board of Directors of Bank J. Safra Sarasin will propose the election of Mr. Jürg Haller as a new member of the Board at the upcoming general meeting of shareholders.
09/11/2019
Janus Henderson Investors hires distribution trio
Strengthening Simon Hillenbrand's team
09/11/2019
SSGA appoints EMEA ESG investment strategy head
Before that he worked at J.P. Morgan's Private Bank in New York and Frankfurt.
09/11/2019
Head of portfolio management exits Commerzbank for rival
Heuser will be in charge of portfolio management and individual wealth management
09/10/2019
Ex-UK PM May's Brexit Negotiator Robbins to Join Goldman Sachs
But new Prime Minister Boris Johnson - who has himself said the deal would turn Britain into a "vassal state" - paid tribute to Robbins on Monday.
09/10/2019
Lazard Announces Leadership Appointments in UK Investment Banking
In his new role, he will focus on the continued growth of our UK business and on achieving even closer cooperation globally on behalf of our clients.
09/10/2019
Citadel said goodbye to some big-name portfolio managers
Sources suggested Lancaster and his colleagues aren't the only PMs to have left the fund in recent weeks: David Levary, a portfolio manager who spent five years with the fund after graduating from Harvard is also undertood to have gone.
09/10/2019
Credit Suisse AM expands management team in Italy
Credit Suisse is one of the few foreign firms to have a management team based in Milan, a reference point in Europe together with offices in Zurich, New York, Hong Kong, and Singapore.
09/10/2019
Senior Wealth Partner joins Integritas Wealth Partners
He will be responsible for the growth of clients with International Wealth Management requirements and joins the Senior Management team of Edward Loader and Paul Alker.
09/10/2019
Aegon names UK chief executive's successor
Mike brings extensive experience in the financial industry and a strong track record in focusing on customer solutions.
09/10/2019
TOBAM hires specialist for French business development drive
The appointment is the latest in a series of developments that marks a new phase of TOBAM’s growth in France.
09/10/2019
City Asset Management boosts IFA sales power
Inflation-linked benchmark approach finds favour among advisers
09/10/2019
Henning Gebhardt leaves Berenberg
Wealth Management will be headed by Dirk Wehmhöner
09/10/2019
Punter Southall hires Hargreaves adviser in director role
He will work with the Bedford financial planning team to provide financial advice to clients
09/09/2019
IFS-Malta Committee member re-elected
During the same AGM, Fatma Dirkes, from the Frankfurt School of Finance and Management, was elected EBTN president.
09/09/2019
Vistra Appoints Country Managing Director for Luxembourg
Prior to joining Vistra, Jervis spent over 25 years with Citi
09/09/2019
BME appoints a new Chief Data Officer
Previously, he held various positions of responsibility at Accenture for the Capital Markets area.