03/17/2025
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
03/17/2025
Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI
03/17/2025
Rothery said he was excited to join at a key moment for the business.
03/14/2025
They will join Brooks Macdonald on 1 July 2025.
03/14/2025
The long-standing partner of EY will take over his new role on April 1, 2025
03/14/2025
John McDougall and Eoghan Reid joined CCLA’s equities investment team as Global Equity Analysts.
03/13/2025
Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.
03/13/2025
He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.
03/13/2025
Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.
03/13/2025
He will succeed senior partner Mark Murray, who is retiring at the end of June after nearly a decade at the helm and 28 years with the firm.
03/13/2025
Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition
03/13/2025
Patrick Roefs spent 16 years at Julius Baer before leaving last month.
03/13/2025
The Bank of England has appointed Sarah John, the Bank’s current Chief Cashier as its new Chief Operating Officer.
03/13/2025
Langham Hall now has 14 partners globally, each directly leading expert teams and ensuring senior-led client service, technical precision and deep market insight across private equity, real estate, infrastructure and debt.
03/13/2025
He was also the former Head of Global Data, Digitalisation and Special Projects for Securities Services.
03/13/2025
German fintech strengthens its private equity footprint
03/12/2025
CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm
03/12/2025
With almost 20 years of investment experience, Hugo brings valuable expertise to this role.
03/12/2025
Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.
03/12/2025
Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.