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The firm’s strategy will focus on four areas, which includes ensuring effective utilisation of resources and capital. Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support. Understand the themes driving your sector, keep up with key innovation areas and track the
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News
Royal London Asset Management CEO Hans Georgeson steps down
6+ day, 21+ hour ago (277+ words) Hans Georgeson has left his position as chief executive of Royal London Asset Management, ending a five-year tenure. The group’s chief executive, Barry O’Dwyer, is starting the recruitment process for a replacement. Until a permanent appointment is made, group chief…...
Fortress names private wealth heads for Japan and EMEA
1+ week, 3+ day ago (271+ words) Uminojoined Fortress in March 2026 from PIMCO Japanand Bushjoins from Nuveen. Fortress Investment Group has named Yuko Umino to oversee its private wealth solutions activities in Japan and Harry Bush to lead the same business across EMEA. They will report to…...
T. Rowe Price to buy fixed income fund manager F/m Investments
2+ week, 6+ day ago (390+ words) As of 31 July 2026, F/m Investments oversaw $19bn in assets. T. Rowe Price Group has reached a deal to acquire F/m Investments, a fixed income manager and ETF specialist, for an undisclosed sum. As of 31 July 2026, F/m Investments oversaw $19bn in…...
Exclusive: Citi Wealth names Alex Kokolis as investments platform experience head
3+ week, 2+ day ago (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...
Citi Wealth names Alex Kokolis investments platform experience head
3+ week, 2+ day ago (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...
Kestra Financial names Kelly Apple wealth management head
3+ week, 3+ day ago (282+ words) Apple will be responsible for efforts to further develop the company’s investment, planning and advisory functions. Kestra Financial, headquartered in Austin, Texas, has named Kelly Apple as its new head of wealth management. The move follows the promotion of John…...
Barclays names Mike Joo and Adeel Khan investment bank co-CEOs
3+ week, 5+ day ago (375+ words) Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank. Barclays has appointed Mike Joo and Adeel Khan as joint chief executives of its investment banking division from February 2027, pending…...
Citigroup names Adam Clark wealth planning head
3+ week, 6+ day ago (373+ words) Clark is due to move from JP Morgan, where he has held the position of global head of trusts and estates since 2016. Citigroup is bringing in Adam Clark to take charge of wealth planning, according to a memo seen by…...