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Executive Moves

04/17/2026

Rothschild & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business

Ilga brings more than 20 years of investment experience spanning research, portfolio management and senior oversight of global investment teams.

04/17/2026

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

04/16/2026

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

Based in Sydney, Camilla will report into RBC BlueBay’s Head of Distribution, Anthony Pickering.

04/16/2026

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.

04/16/2026

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan Africa

04/16/2026

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

04/16/2026

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

04/16/2026

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

We are delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to the PIMFA Board of Directors.

04/16/2026

Bank von Roll reveals private banking boss in reshuffle

The private banking group has added asset management and private banking heads to its executive board.

04/15/2026

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

04/15/2026

DBS names new Chief Sustainability Officer

Wong to lead DBS’ sustainability efforts to support Asia’s ongoing transition towards a lower-carbon economy

04/15/2026

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

04/15/2026

Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council.

He takes over the chairmanship from Thomas Bauer, who has been serving as interim chairman since September 1, 2025.

04/15/2026

Avaloq Names New Managing Director for Switzerland

The company has chosen an internal hire to take the reins.

04/15/2026

LBP AM European Private Markets appoints Thorsten Göttel as Sales Director Germany

In this role, he will leverage his extensive institutional network and expertise to support investors seeking alternative investment solutions.

04/15/2026

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

04/14/2026

Icon Solutions Appoints Anders Olofsson as EMEA Sales Director to Drive Global Adoption of the Icon Payments Framework

Anders joins Icon with more than 30 years of experience in the global payments industry, having held senior leadership roles across major payments and technology companies.

04/14/2026

Raiffeisen Switzerland completes new Credit Research Team

Prior to that, he held various specialist and management positions at Notenstein Privatbank AG, Vescore AG, and the independent asset manager Prio Partners.

04/14/2026

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

04/13/2026

Newsmakers: Ledyard Wealth Management names CIO

Ledyard Wealth Management names CIO

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