Barclays Wealth
Dirk Klee will leave his current position as chief executive of wealth management and investments at Barclays UK.
He will then take over a similar role at Switzerland-based firm Bitcoin Suisse, effective from 1 April 2022.
Klee will succeed outgoing chief executive Arthur Vayloyan, who will remain as a member of the board.
Credit Suisse
The Switzerland-headquartered wealth manager has named Joseph Wolf as chief executive of Credit Suisse Financial Services in Israel.
The hire is subject to regulatory approvals and will be effective from 4 April 2022.
He spent the last 14 years at Barclays, where most recently he was deputy director of US equity research in New York.
Quilter Financial Advisers
The advice business of Quilter Financial Planning has recruited Adrian Keane-Munday as national sales director.
He will be responsible for managing and building the firm’s online support hub for advisers and clients, as well as expanding the national advice business.
Keane-Munday was previously at Brooks Macdonald for three years, where he led the financial advice and marketing team.
Deutsche Bank
The international private banking arm of Deutsche Bank has hired Muriel Danis as global head of product platforms and sustainable solutions, effective from 14 March 2022.
She was most recently at HSBC in London, where she served as global chief operating officer in the products and investment groups division of the wealth management business.
Mercer UK
Benoit Hudon has been promoted to president and chief executive of Mercer UK, subject to approval by the Financial Conduct Authority (FCA).
He succeeds Sylvia Pozezanac, who left the company.
Hudon joined Mercer in 2013, but took on the role of head of the UK wealth business in 2018, a position that he will maintain.
Baillie Gifford
Global investment manager Baillie Gifford promoted Ross Mathison to manager of the Global Income Growth and Responsible Global Equity Income funds.
He started working at the firm in 2019 as an investment manager.
Association of Financial Advisers
The Australian trade body announced that chief executive Helen Morgan-Banda will step down from her position to return to New Zealand.
The AFA’s general manager for policy and professionalism, Phil Anderson, will be taking on the responsibilities, after serving as acting chief executive for six months in 2021.
Kingsley Napley
The law firm Kingsley Napley has hired lawyer Aaron Watkins as co-head of its recently launched international protection practice.
He will join the criminal litigation team led by Louise Hodges and be responsible for developing the international protection practice alongside partner Rebecca Niblock.
Tilney Smith & Williamson
The wealth management group has recruited two people to expand its Exeter office.
Mark Newman and Stephen Read join as financial planners.
Newman was previously a senior financial planner at Kelsall Steel Investment Services, while Read used to work as mergers and acquisitions manager at Succession Wealth.
