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The chief investment officer (CIO) for Citi Wealth, David Bailin, will leave the firm on 15 May after 15 years to "pursue a new opportunity", according to both him and the firm

Wealth manager MKC Wealth has appointed Dan Cowland as chief financial officer.

Irwin Mitchell’s financial planning and wealth management business, IM Asset Management, has promoted Stephen Balmer, Victoria Gammon and Philip Goldthorp, to partner level.

Multi family office Stonehage Fleming has appointed Carolyn Bell as a partner within Stonehage Fleming Investment Management (SFIM).

Wealth manager Sarasin & Partners has promoted Subitha Subramaniam to head of investment strategy.

Guernsey Finance has added Deputy Nick Moakes, financial services lead for the States of Guernsey’s committee for economic development, to its board.

7IM has expanded its transformation team as part of its multimillion-pound and multi-year investment into its proprietary platform.

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Titanbay, a European private markets investment platform for private banks and wealth managers, has appointed Ossama Soliman as chief executive.

ESG-focused wealth tech Etcho has added Steve Sokić as an adviser to its board.