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Executive Moves

09/12/2024

Amundi - Appointment of Francesco Sandrini

Amundi announces the appointment of Francesco Sandrini as Chief Investment Officer of Amundi Italy.

09/12/2024

Amundi - Appointment of Philippe d’Orgeval

Amundi announces the appointment of Philippe d’Orgeval as Deputy Group Chief Investment Officer*.

09/12/2024

Evelyn Partners strengthens tax offering with Manchester director appointment

Based in Evelyn Partners’ Manchester office, Gary will provide end-to-end tax advice across the business lifecycle.

09/12/2024

Digital family office hires heads of wealth management, advisory operations

Strategic hires made as firm achieves significant AUM milestone.

09/11/2024

Federated Hermes opens first Swiss office and recruits ex-Credit Suisse client coverage chief

Federated Hermes has named Pascal Weber as a director - business development for Switzerland.

09/11/2024

Praxis appoints Head of Private Wealth & Corporate Services, BVI

She will oversee the day-to-day operation of the BVI office and support the development of the Group’s BVI offering globally

09/11/2024

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

09/11/2024

Leo Wealth hires senior managing director in Singapore

Talbot has spent more than 20 years as a global citizen himself

09/11/2024

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

09/11/2024

Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership

With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity

09/11/2024

Carmignac Expands Swiss Presence

Fuchs will report to Jens-Daniel Hauske

09/11/2024

Robeco Appoints Head of Sales for APAC

He has over 25 years of experience in financial services across the UK, Asia, the Middle East and Africa.

09/11/2024

BlackRock hires Geneva-based SocGen private markets exec

Aurélie Maillard has previously worked in portfolio management and private banking

09/11/2024

Collas Crill Trust expands team with appointment of Director

Greta was appointed as Chair of the STEP Guernsey Branch in 2023

09/11/2024

LGT Wealth India appoints Poonam Mirchandani as MD of wealth planning & family solutions division

She has earlier held senior leadership roles at Barclays Private Bank and Vistra ITCL India, where she focused on trust and fiduciary related engagements.

09/11/2024

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

09/10/2024

Arbuthnot Latham gains director in its wealth management team

Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.

09/10/2024

Anthony Miller appointed Chief Executive Officer of Westpac

He’s spent the past year leading Business & Wealth

09/10/2024

Robert Forsyth Joins Lazard Asset Management as Global Head of ETFs

Lazard has been a leading provider of active strategies for decades

09/10/2024

Kushal Kshirsagar Joins Chicago Atlantic From BlackRock

Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions

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