People Moves
2 July 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Evelyn Partners, Others

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
12 June 2025

EXCLUSIVE: UBS Appoints New Head For HNW Business In UK

This publication can exclusively reveal a new top-line appointment at the Swiss bank’s wealth...

People Moves
12 June 2025

Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
15 May 2025

Citi Private Bank Gets New UK, Jersey Head

The newly-appointed figure has worked at the US bank for 20 years. ...

People Moves
6 May 2025

"Life Planning" Thought Leader Swaps Massachusetts For UK

George Kinder is a prominent figure in what he calls the Life Planning approach that extends the...

People Moves
11 April 2025

Compliance Corner: UK Government Reappoints FCA Chief

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
19 February 2025

Edmond De Rothschild Increases Hottinger Stake, Names New UK CEO

The European private bank has partnered with London-based Hottinger since 2021. ...

People Moves
13 February 2025

Former Wealth Management CEO Joins Big Issue Group

The Big Issue Group, well known for its work in the UK for changing the way poverty is tackled, has...

People Moves
12 February 2025

UK Wealth Consultant Bob Cossey Dies

An important figure in the wealth management sector has passed away at the age of 69. ...

People Moves
9 January 2025

Change At Top For UK's Findlay Park Partners

The firm specialises in North American equities and runs one fund that concentrates solely on North...