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Executive Moves

07/11/2025

Sales director exits Ninety One

Spent two decades with the firm

07/11/2025

Former UBS chair joins star-studded AI advisory board

Axel Weber is the latest addition to the Model ML advisory board, joining fellow new recruits Jeff McDermott and Philipp Rickenbacher.

07/11/2025

New Client Advisors join UBS Global Wealth Management in Jersey

At UBS, Tina will focus on working with high and ultra-high net worth clients.

07/11/2025

Vistra Appoints Karen Bennett as Chief Delivery Officer

Karen joined Vistra in 2024 after the merger with Tricor to lead operational excellence.

07/11/2025

Saffery Trust appoints Associate Director of Compliance in Guernsey

Shekouba holds a bachelor’s degree in law and a Master of Laws degree from the University of Sussex.

07/10/2025

DFM Firm Sparrows Capital Promotes Phillip Young to Deputy CIO

The promotion comes a few months after the DFM firm hired James Denton, Paul Fox and Michelle Liseli as Business Development Managers.

07/10/2025

Barclays appoints Joseph Lee as Head of High Touch Sales Trading, Asia Pacific

Appointment reinforces Barclays’ commitment to scaling its APAC Equities franchise and delivering high-touch execution to clients across the region

07/10/2025

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

Before joining the Group, she served as a Director in the investment banking division of the Johannesburg-headquartered banking group, Absa.

07/10/2025

EFG Private Bank's market group head relocates to London

The former Singapore-based market group head will lead the bank's international desk in London.

07/10/2025

Safra welcomes former Insigneo trader to Aventura team

Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.

07/10/2025

UBS Hires Aussie Private Banker in Singapore

Based in Singapore, he reports to Dominique Boer, head UBS WM private wealth and Australia international.

07/10/2025

PostFinance concludes consultation process and expects fewer terminations

PostFinance's Executive Board confirms the measures planned until the end of November 2025 and now expects a reduction of up to 130 positions.

07/10/2025

EY appoints Swiss wealth and asset management leader

The consulting and audit group hands new roles to Urs Palmieri and Ingo Rauser.

07/10/2025

Wellershoff & Partners recruits AI strategy chief

Diana Engetschwiler joins the firm to take on this new role.

07/10/2025

NatWest hires JPM Private Bank CFO for wealth arm

Betsy Munro joins the group on 1 October after 30 years with JP Morgan.

07/09/2025

Rishi Sunak joins Goldman Sachs as senior adviser

Sunak will work with Goldman executives to advise clients on geopolitical and economic issues.

07/09/2025

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

07/09/2025

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

07/09/2025

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

07/09/2025

Eastspring Investments announces appointment of Head of Global Financial Institutions & Intermediaries

This newly created role will focus on Eastspring’s coverage of global banks and intermediaries across the firm’s distribution network

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