05/21/2026
Pizzutello joins AC Family Office from HFG Wealth Management, where he served as Chief Investment Officer and led portfolio management for the firm.
05/21/2026
Shi is an alts specialist whao has joined from UBS Global Wealth Management
05/21/2026
Van Royen will oversee the firm’s index and quantitative investment business across equities, fixed income and multi-asset portfolios.
05/21/2026
These appointments reflect Banque Heritage’s commitment to building on its strong governance, recognised investment expertise and the stability of its family ownership structure.
05/21/2026
The executive has more than 34 years of experience as a portfolio manager, analyst, and trader specializing in global investment strategies
05/21/2026
The move strengthens William Blair’s European Fintech practice and enhances the firm’s delivery of comprehensive advisory resources for fintech-focused companies and financial sponsors.
05/20/2026
His mandate includes strengthening global product governance and lifecycle management, accelerating innovation, and improving efficiency across the product platform
05/20/2026
Jha, serving gardening leave at Bank of Singapore Ltd., will start at the British bank in July in the city-state, said the people, who asked not to be named because the information is private.
05/20/2026
This new organisation is effective as of today.
05/20/2026
With the appointment of Yvonne Häring, «the Board of Directors is ensuring both continuity and further development along the successful path of the 150-year-old pension insurance company
05/20/2026
His dynamic leadership was instrumental in expanding the bank’s customer base, increasing assets under management and deposits while ensuring strict adherence to governance and compliance standards.
05/19/2026
Veteran Colorado advisor brings deep expertise in financial planning and business exit strategy to the growing Denver-based firm.
05/19/2026
The US asset manager has named a new president and a new co-head of global investments.
05/19/2026
Ravish Patil joins Tellco Bank as CEO after 19 years with UBS.
05/19/2026
U.S. Virgin Islands-based advisor with national footprint joins Ascentis platform with more than 20 years of experience and approximately $160 million in client assets
05/19/2026
Their arrival confirms the attractiveness of Bordier & Cie France and its position as a new leading player in wealth management in France,” stated Christophe Burtin, CEO of Bordier & Cie (France) SA, on the occasion of their arrival.
05/19/2026
Raphael Ostfeld has been named as the new head Switzerland domestic, Zurich at HSBC Private Bank.
05/19/2026
This leadership structure reflects a strengthened and clearly defined governance framework for Apex Group’s ManCo strategy in Luxembourg and supports the continued development of FundRock as a leading ManCo platform in the Grand Duchy.
05/19/2026
Lucy will lead Rothschild & Co’s Global Equities Business, encompassing Sales and Trading, Research and Corporate Access.
05/18/2026
Mike joins the firm with experience from both national and regional financial planning businesses and brings a background as a qualified lawyer.