04/28/2026
Jason Burgoyne joins Highvern and Permian as Group COO
His appointment reflects our ongoing commitment to scaling our capabilities and delivering the highest standards for our clients across the Group.
Executive Moves
04/28/2026
Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office
Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices.
04/28/2026
Centricity WealthTech appoints Kartik Kini as strategy, execution head for Invictus
The appointment is aimed at strengthening the firm's focus on high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) under its Invictus platform, the tech-enabled wealth management startup said in a statement.
04/28/2026
Masttro Appoints Dan Gorlick as Chief Product Officer
Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans
04/28/2026
Kaiser Partner Privatbank AG strengthens its Board of Directors with Thomas Süssli
His core areas of expertise include geopolitics, security and cybersecurity, as well as digital transformation.
04/28/2026
She left Citigroup after 18 years as one of its top women. Why Ida Liu chose HSBC as her next move
She was one of Citi’s seniormost women before her departure.
04/28/2026
Lombard Odier further strengthens Asia leadership team with appointment of Edwin Tan
He joins from DBS, where he most recently served as Market Head covering Thailand, the Philippines and Vietnam.
04/27/2026
Arcpoint lands mandates from trio of Sydney wealth firms
The outsourced chief investment officer firm has landed a mandate from three Sydney-based private wealth firms.
04/27/2026
Claude Penneveyre will become team leader of wealth management.
In this position, he will report to Alexandre Stumm, Head of Sales and member of the bank's management board.
04/24/2026
Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board
The move is designed to deepen the firm's institutional credentials and accelerate its global growth ambitions.
04/24/2026
US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push
Ex-player’s financial services career was most recently with JPMorgan Private Bank.
04/24/2026
RBC Brewin Dolphin Aberdeen recruiting a Wealth Administrator for Financial Planning Team
As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.
04/23/2026
Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth
Prior to that, Buetow held senior leadership roles at Abbot Downing
04/23/2026
Pictet WM recruits from UBS for Asia CIO
Switzerland's Pictet Wealth Management hires ex-UBS two decade veteran regional chief investment officer.
04/23/2026
Santander UK appoints Kitty McCormick as CEO of Cater Allen Private Bank
Kitty assumes the role following a three-year tenure as Head of Private Banking at Santander UK, prior to which she spent 12 years supporting private banking customers and leading development operations at NatWest and Coutts.
04/23/2026
Leadership Change in the Geneva Region at UBS
Marc Genova will take over as Head of Wealth Management Geneva and Regional Director as of July 1.
04/23/2026
Welcome to Claudia Marigliano and Pedro Hernandez!
Claudia brings over 30 years of experience in private banking and international wealth management.
04/22/2026
UBS Hires Financial Advisor Brad Gillin in New York City
He will report to Senior Market Director Tom Conigatti.
04/22/2026
Praxis appoints Luke Cornish as Client Services Director in Jersey
In his role at Praxis, he leads a Jersey-based team providing coordinated support across a broad range of asset classes, including commercial and residential property, private equity and chattels.
04/22/2026
HSBC Appoints Desmond Kuang as Chief Investment Officer, Asia
He is an active member in the bank’s Global Investment Committee, a governance body which periodically analyses and develops asset allocation strategies for its clients.