We round up the latest job changes in the industry each week.
PIMFA
TrinityBridge CEO Nigel Stockton has been elected to trade association PIMFA’s board of directors.
Nigel was appointed CEO of TrinityBridge in September 2025 having previously been CEO at Ascot Lloyd for nine years. He has almost 40 years of experience in financial services including roles in private equity, retail banking and media.
Liz Field, chief executive of PIMFA, said: “Nigel brings extensive experience in consolidation and growing businesses. With the accelerating M&A in the sector, as well as substantial investment from private equity investors, Nigel can help PIMFA navigate this changing landscape and inform its advocacy efforts.”
Stockton added: “I am thrilled to bring my experience of delivering high-quality financial insights within dynamic organisations. Clients will remain the heart of what we do and through my work, I will be able to provide real life experience and insights to the PIMFA Board and in turn to the PIMFA members.”
Isio
Advisory firm Isio has appointed Dan Thomas as CEO from 1 September 2026 to replace outgoing CEO Andrew Coles.
Thomas has previously held leadership roles at at KPMG, Dell, Huntswood and the Management Consulting Group and helped to co-create the go-to-market strategy for Unity Advisory, the PE-backed AI-native advisory firm.
Chris Woodhouse, chairman of Isio, said: “Dan is an outstanding appointment for Isio, combining deep professional services leadership experience with strong commercial instincts, significant private equity exposure and a modern perspective on how technology and AI will reshape advisory businesses over the coming decade.
“The board believes Isio has substantial growth opportunities ahead, bringing broader client offerings to the market and Dan is well placed to lead the business through this next phase.”
Thomas added: “The convergence of changing client expectations, technology and long-term structural shifts across pensions, employee benefits, wealth & investment management presents a significant opportunity. “What attracted me most was the strength of the platform already built, alongside the opportunity to help lead the business into its next phase of growth.”
SEI
SEI has hired Barry Frame as head of international private banking and wealth management services to strengthen the leadership team of SEI’s international business.
Frame will be responsible for SEI’s international private banking and wealth management business, leading commercial strategy and sales execution, deepening key client relationships, and overseeing the delivery of SEI’s enterprise technology and operations services for wealth managers.
Frame has more than 20 years of experience in banking and wealth management technology and services and was chief commercial officer at Avaloq.
Sanjay Sharma, CEO of SEI International and global head of SEI’s Private Banking business, said: “Barry’s appointment strengthens our international leadership team and reinforces our commitment to helping wealth managers scale.
“Beyond the core capabilities of the SEI Wealth Platform, we are increasingly expanding how we support clients, shifting from a traditional wealth platform provider to a global enterprise transformation partner that empowers wealth managers to achieve greater operational efficiency, offer expanded investment customisation, and deliver modern, innovative client experiences.”
Frame added: “I’m excited to join SEI in this important role working with wealth managers across the globe as they pursue their growth objectives. The market is evolving quickly, and firms are looking for partners that can help them scale with confidence – strengthening operations, integrating data more effectively, and delivering consistent service to clients and advisers.”
Quilter Cheviot
Quilter Cheviot has announced Andrew Fahy will take on strategic responsibility for the international business as Tim Childe steps down as managing director, head of international, as part of a planned leadership transition.
Fahy, who is currently CEO of Europe, will become CEO of Europe and International Markets from 1 July. He will take on strategic responsibility for Quilter Cheviot’s offices in Jersey and Dubai, continue to lead the Dublin office, and will join Quilter Cheviot’s executive committee.
Childe, who helped establish the Dubai office in 2016, will continue as head of Quilter Cheviot International while it recruits for successors to take on the day-to-day management of the Jersey and Dubai offices, after which Childe will remain with the business focusing on providing investment management services to high-net-worth clients.
John Goddard, CEO at Quilter Cheviot, said: “Andrew has been instrumental in growing our client base in Europe and I am delighted to see him take on these additional responsibilities for all of our international presence.
“Meanwhile, Tim has made a significant contribution in building and developing our international business and I am pleased he will be staying on to support Andrew and continue to work closely with his clients, something I know he is very passionate about doing.”
He added: “With wealth becoming increasingly mobile and high-net-worth individuals often having more complex financial needs, our international business is going to play a crucial strategic role for us in the coming years.
“As a result, it makes sense to have a consistent approach across our international footprint, ensuring clients can expect the same excellent service regardless of the jurisdiction they are in.”
