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Executive Moves

04/24/2025

Decisions AGM 2025, Marguerite Bérard appointed CEO, Capital Markets Day in November 2025

As ABN AMRO is entering a new strategic period, Marguerite Bérard will lead a review of the bank’s activities to further enhance its profitability and create long-term value for all stakeholders.

04/24/2025

Standard Chartered adds bench strength to investment banking business

Andrea Casati joins Corporate & Investment Banking team

04/24/2025

Alan McIntosh rejoins Quilter Cheviot as CIO of Europe arm

McIntosh will be based in Dublin and will report into Quilter Cheviot Europe’s chief executive, Andrew Fahy.

04/23/2025

Elizabeth Pindar joins Brown Shipley in Leeds as Client Advisor

Pindar most recently served as an Investment Manager at LGT Wealth Management, where she managed portfolios for private clients, pensions and trusts.

04/23/2025

UBS Advisor David Schachter receives Managing Director – Wealth Management title

With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS.

04/23/2025

Credit Suisse veteran joins RBC as head of investment

The Canadian private bank has recruited an experienced head of investment and portfolio advisory.

04/23/2025

Northern Trust Names Douglas Gee to Lead Global Sales for Asset Servicing

He will report to Northern Trust Asset Servicing President, Teresa Parker.

04/23/2025

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

04/23/2025

Digital wealth platform Vennre names Ahmed El-Sharkasy as new CPO

Vennre plans to expand into Saudi Arabia and will soon announce new C-suite and advisory board appointments.

04/23/2025

J.P. Morgan Asset Management Hires Geng Ngarmboonanant to Multi-Asset Solutions Business

Seasoned economic policy expert to meet increased demand for macroeconomic and market-driven policy insights

04/22/2025

Prive Technologies names Hodes as CEO

The firm recently appointed former Value Partners CEO June Wong to head its new asset management arm.

04/22/2025

EFG announces strategic leadership appointment in Dubai

She will work closely with the senior management team of EFG International to support the Group’s overall strategic objectives and positioning.

04/22/2025

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

04/22/2025

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

04/22/2025

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

04/22/2025

UBS Global Family Advisory Co-Head Steps Down

Ang worked at Credit Suisse for more than 15 years, last as its global head of family office services.

04/22/2025

Swiss Re appoints Bernhard Kaufmann Group CRO as Patrick Raaflaub retires

He will join Swiss Re on 1 October from Helvetia

04/22/2025

Evelyn Partners appoints Alex Gersh as new Chief Financial Officer

Alex will join Evelyn Partners at the end of April and will work closely with Scott Kirk, Interim CFO, to ensure an orderly handover.

04/22/2025

Julius Baer Structured Products Head Departs After 18 Years

Shanil Stephan Bentotage, who led the Swiss private bank’s structured products division for the past five years, has commenced garden leave and is preparing for his next move.

04/17/2025

LGT Switzerland names new Geneva head

Bertrand Merkli, who succeeds Pascal Bourqui, is head of Swiss markets at LGT Bank Switzerland and will retain this role.

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