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Executive Moves

04/21/2026

Bank appoints investment advisory boss

Michael Signer joined Bank Thalwil in 2024.

04/21/2026

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

04/21/2026

Stonehage Fleming appoints deputy portfolio manager

Her promotion to deputy portfolio manager recognises both her contribution to GBI and the significant experience she has acquired working on global equity mandates throughout her career.

04/21/2026

Klay Group names client adviser MD

Former Nomura executive Gaurav Gupta will be based in Singapore.

04/21/2026

Fulcrum Asset Management names Richard Banh as General Counsel

Prior to this he was Head of Legal and Compliance for Ellerston Capital Limited in Australia. Previous roles include Simmons & Simmons in the UK and Minter Ellison in Australia.

04/20/2026

3T Family Office founder joins Geneva wealth group

Kristinn Kristinsson was CEO as well as founder of 3T Family Office and held senior roles at banks including Credit Suisse before joining Jar Capital.

04/20/2026

Bantleon expands convertible bond management

He will focus on the quantitative and qualitative analysis of international convertible bond issuers.

04/20/2026

Markus Suter will become the new Head of Private Client Advisory East

With Markus Suter, the bank gains a seasoned and well-connected individual with extensive experience in the financial sector.

04/20/2026

Yannic Rutzer is the new head of customer service at the Näfels-Mollis branch.

With this move, Glarner Kantonalbank continues its targeted commitment to the ongoing support and development of dedicated employees.

04/17/2026

Rothschild & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business

Ilga brings more than 20 years of investment experience spanning research, portfolio management and senior oversight of global investment teams.

04/17/2026

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

04/16/2026

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

Based in Sydney, Camilla will report into RBC BlueBay’s Head of Distribution, Anthony Pickering.

04/16/2026

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.

04/16/2026

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan Africa

04/16/2026

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

04/16/2026

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

04/16/2026

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

We are delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to the PIMFA Board of Directors.

04/16/2026

Bank von Roll reveals private banking boss in reshuffle

The private banking group has added asset management and private banking heads to its executive board.

04/15/2026

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

04/15/2026

DBS names new Chief Sustainability Officer

Wong to lead DBS’ sustainability efforts to support Asia’s ongoing transition towards a lower-carbon economy

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