Octopus Investments has appointed Erin Platts as its chief executive officer.

The appointment, which is subject to Financial Conduct Authority approval, will see Platts continue in her current position as CEO of Octopus Ventures, creating a dual leadership role across the two Octopus businesses. Platts joined Octopus Ventures in January 2025. Prior to this, she spent nearly 20 years at HSBC Innovation Banking (formerly Silicon Valley Bank UK), where she became a partner to entrepreneurs and investors while scaling the bank’s UK operations.

UBS Global Wealth Management has named Andrew Sloan as a client adviser in Edinburgh.

In the newly created role, Sloan will be responsible for creating tailored wealth management solutions for entrepreneur and business owner clients. UBS said his appointment reinforced its commitment to providing bespoke advice to clients in the UK and Channel Islands. Sloan brings more than two decades of experience in the financial services sector to the role, specialising in relationship management with entrepreneurs, business owners, and family businesses. He joins UBS from RBC Brewin Dolphin, where he worked for seven years, and previously spent 11 years at the Bank of Scotland.

Data intelligence platform Fundpath, which supports fund distribution within asset and wealth management, has made two leadership appointments.

Stuart McGlynn has joined the firm as chief insight officer. In this newly created role, McGlynn will lead the Data Insights team and have responsibility for harnessing wealth management relationships and strategic foresight. He joins Fundpath from Titanbay, where he worked as head of intermediary sales from 2023, and brings nearly 30 years of industry experience to the role. Meanwhile, David Courtier-Dutton has been named as fractional chief artificial intelligence (AI) officer. In another newly created role, Courtier-Dutton will be tasked with helping scale the business by harnessing AI tools and methodologies to drive innovation and operational efficiency. He brings more than 25 years of experience across public and private technology-driven businesses to the position.

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