04/07/2022
SEI Announces Appointment of Ryan Hicke as Next CEO
The executive management team, currently reporting to West, will report to Hicke effective June 1.
Executive Moves
04/06/2022
Susan Fouquier named as Head of Institutional Banking Offshore
Newly created role to accelerate growth plans
04/06/2022
Appleby's Hong Kong Office Strengthens its Private Client & Trusts Practice by Welcoming Richard Grasby as Partner
Richard also has considerable involvement in private trust companies, family constitutions and succession planning.
04/06/2022
Rockefeller Boosts Presence In Connecticut With $1.2B Firm
he team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.
04/06/2022
First Financial Bank, N.A. Names Esch Hereford Region Chairman and CEO
He first arrived at Happy State Bank in March 2017 as SVP & Director of Operations and was responsible for the daily operations of the bank, including deposit operations, training and information technology.
04/06/2022
New Hong Kong Wealth Management Head for Standard Chartered
Before joining Standard Chartered, Ho headed Citibank's insurance business in Hong Kong after joining the bank in 2006 as a management associate.
04/06/2022
Ex-Credit Suisse top manager switches to real estate
He joins the internationally active Fintech Estating as a consultant.
04/06/2022
Tilney Smith & Williamson appoints Andrew Wilkes as head of Professional Services business
In his new role as head of the firm’s Professional Services business, he will have overall responsibility for client teams working across Assurance and Business Services, Tax and Advisory.
04/06/2022
Tilney Smith & Williamson expands US tax team with appointment of Sarjul Patel as US/UK Tax Director
Sarjul is able to draw on his knowledge and experience to navigate clients through their US/UK tax obligations
04/06/2022
Tilney Smith & Williamson recruits experienced NHS pension specialist for Bournemouth office
At Tilney Smith & Williamson, Martin will work as part of the firm’s team of financial planners across the country with specialist knowledge and experience to help medical professionals with their complex financial needs and circumstances.
04/06/2022
WeLab appoints Bruno Lee as wealth management advisor
Bruno is a financial veteran with 30 years of experience in the industry.
04/06/2022
Swiss Politician Moves Into Private Banking
She has also been a member of the National Council for the Swiss People's Party (SVP) for over ten years.
04/06/2022
Lazard Names Evan L. Russo Chief Executive Officer of Asset Management, Succeeding Ashish Bhutani, Who Will Retire After Nearly Two Decades Leading the Business
Alexander F. Stern, President of Lazard, to Retire From the Firm at Year End After Nearly 30 Years
04/06/2022
Carmignac appoints Switzerland country head
Jens-Daniel Hauske joined Carmignac in 2016 as business development director.
04/05/2022
Northern Trust Asset Management Names Co-Head of Fixed Income
Thomas Swaney Joins with Deep Experience in Innovative Portfolio Construction
04/05/2022
Tiff Macklem appointed Chair of the Group of Governors and Heads of Supervision, oversight body of the Basel Committee
Mr Macklem succeeds François Villeroy de Galhau, Governor of the Bank of France, who has chaired the GHOS since November 2019.
04/05/2022
Wheelchair Rugby Athlete Katsuya Hashimoto Joins Nikko Asset Management
He also played a major role in the team’s bronze medal performance at the 2020 Tokyo Paralympics.
04/05/2022
Credit Suisse Hires From UBS For Wealthy Israelis
Both will report to Andreea Grob, who is the market area head Israel.
04/05/2022
Revealed: Stonehage Fleming UK family office boss exits
Roelof Botha, who had been at Stonehage since 2012, left the business to join single family office Sutton Place as a director.
04/05/2022
SEI Announces Appointment of Ryan Hicke as Next CEO
Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman