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Executive Moves

09/04/2025

Rothschild & Co makes senior Front Office appointments for UK Wealth Management business

Working in tandem, Peter and Chris will be jointly responsible for leading Rothschild & Co’s UK Wealth Management Front Office.

09/04/2025

Family office hires ex-Waverton colleague for global fund launch

Tommy Faber has teamed up with his former Waverton colleagues to launch a 25-stock global equity fund for Ptarmigan Capital.

09/04/2025

EdR Reim hires investment chief for German-speaking Switzerland

Rebecca Oesch joins Edmond de Rothschild’s real estate investment arm as investment head for German-speaking Switzerland, in a newly-created role.

09/03/2025

Brooks Macdonald announces changes to its Executive Committee

He joined Brooks Macdonald as part of our acquisition of LIFT and he has since played a key role leading the integration of the financial planning businesses.

09/03/2025

Hightower Advisors Names Randy Bullard Head of Investment Management

Industry Veteran Will Spearhead the Development of Hightower’s First Centralized Investment Management Platform

09/03/2025

New CEO for Pictet North America Advisors

He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.

09/03/2025

Wealth.com Strengthens Leadership With New Advisory Board Appointments

Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation

09/03/2025

Deutsche Bank appoints Lisa McGeough as Head of the Americas Region

She will join the bank’s Group Management Committee.

09/03/2025

Mirabaud & Cie SA announces the appointment of Ricardo Castillo as Head of Investments

Based in Geneva, he will report directly to Camille Vial, CEO of Mirabaud & Cie SA.

09/03/2025

ZKB’s international PB division undergoes a reshuffle

Chantal Peter is succeeded as the team leader for the international private banking and external asset managers division.

09/03/2025

Charles Stanley hires SJP and McInroy & Wood wealth managers

Hitesh Mistry and Gregory Perdon join Charles Stanley's London and Birmingham branches respectively.

09/03/2025

Butterfield Announces Senior Leadership Appointments

He also continues to serve on Butterfield’s Executive Committee and Board of Directors.

09/02/2025

RBC BlueBay hires ex-Artemis thematic PM for new role

Fund manager who resigned over the summer has taken on a position within Habib Subjally’s team.

09/02/2025

JPMorgan promotes senior private banker Folarin Oyeleye to head of Emea lending

A shake-up of the Wall Street firm’s UK private banking team continues

09/02/2025

Wealth management firm Equirus appoints Apurva Muthalia as Business Head - Real Estate

Muthalia brings with him over 19 years of leadership experience in investment management.

09/02/2025

Wealthtech Flanks names Sebastian Henrichs COO

Henrichs brings an exceptional network from his board positions across Germany, Luxembourg, and the UK

09/02/2025

Standard Chartered makes new appointment in continued commitment to sustainability

Roger Charles joins Corporate & Investment Banking business

09/02/2025

Apollo Names Yasuo Kashiwagi Head of Japan

Seasoned executive to advance firm’s role as a leading provider of flexible private capital solutions to the Japan market

09/02/2025

Afin appoints business development director to support high net worth proposition

Malgwi will drive connections with Afin’s diaspora customer base and help develop the bank’s new high net worth proposition.

09/02/2025

Suntera Global appoints Director of Business Development in UK Funds and Corporate Services division

Based in the firm’s London office, David will play a critical role in driving Suntera’s growth strategy in the UK market.

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