AlphaTrAI, a venture-backed, technology-driven asset management firm, has expanded its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates, as well as Erik Rannala, Founder and Managing Partner of Mucker Capital, a leading venture capital firm.

Vanguard has announced several senior leadership changes. Chris McIsaac, currently head of Vanguard’s Planning and Development Division, has been named head of Vanguard’s International business. After 33 years of service, Jim Norris, head of Vanguard’s International business, will retire at the end of the year.

Kingswood Holdings Limited has appointed David Lawrence as UK Chief Executive Officer and a director of Kingswood’s UK subsidiaries following regulatory approval.

London law firm, Payne Hicks Beach, has appointed Sam Carver as a Partner to its Private Client Team, with immediate effect. 

Raymond James is announcing the opening of a new branch at Ropemaker Place, London, run by new branch principal Simon Monk. 

Equilibrium Financial Planning has relocated its head office to facilitate the company’s continued growth streak.

Stonehage Fleming, one of the world’s leading international Family Offices, has launches a UK Advisory Board with the appointment of Lord Renwick as its Chairman, Natalie Campbell and Anthony Wreford.

EFG International has appointed Patrick Ramsey as its new Head of Continental Europe & Middle East Region and a member of the Global Business Committee, effective January 2021. 

Wealthify has appointed Ben Luckett as Chairman. Luckett is a former Strategy Director for Aviva’s UK General Insurance business and has served on Wealthify’s board since 2019.

Mirabaud Asset Management – the investment arm of the wealth and asset manager Mirabaud Group – has further strengthened its Swiss equity capability with the addition of experienced investor Daniele Scilingo.