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Executive Moves

09/11/2024

Leo Wealth hires senior managing director in Singapore

Talbot has spent more than 20 years as a global citizen himself

09/11/2024

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

09/11/2024

Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership

With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity

09/11/2024

Carmignac Expands Swiss Presence

Fuchs will report to Jens-Daniel Hauske

09/11/2024

Robeco Appoints Head of Sales for APAC

He has over 25 years of experience in financial services across the UK, Asia, the Middle East and Africa.

09/11/2024

BlackRock hires Geneva-based SocGen private markets exec

Aurélie Maillard has previously worked in portfolio management and private banking

09/11/2024

Collas Crill Trust expands team with appointment of Director

Greta was appointed as Chair of the STEP Guernsey Branch in 2023

09/11/2024

LGT Wealth India appoints Poonam Mirchandani as MD of wealth planning & family solutions division

She has earlier held senior leadership roles at Barclays Private Bank and Vistra ITCL India, where she focused on trust and fiduciary related engagements.

09/11/2024

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

09/10/2024

Arbuthnot Latham gains director in its wealth management team

Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.

09/10/2024

Anthony Miller appointed Chief Executive Officer of Westpac

He’s spent the past year leading Business & Wealth

09/10/2024

Robert Forsyth Joins Lazard Asset Management as Global Head of ETFs

Lazard has been a leading provider of active strategies for decades

09/10/2024

Kushal Kshirsagar Joins Chicago Atlantic From BlackRock

Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions

09/10/2024

IQ-EQ appoints Joe Ives as Commercial Director for UAE

In his new role, Joe will be responsible for driving IQ-EQ’s commercial strategy, growth plans, and go-to-market approach in the UAE

09/10/2024

Brown Shipley appoints Matthew Noyce as London-based Client Advisor

Previously, he served for a decade at Coutts, rising to the position of South Coast Director and Team Leader, managing a team responsible for advising clients on both sides of their wealth balance sheet.

09/10/2024

FCM Trust announces promotions of two new Directors

“They both bring a wealth of experience and a fresh perspective that will be crucial as we continue to grow.”

09/10/2024

Abrdn selects Jason Windsor as new group CEO

The company began a search for a new group CEO in May after predecessor Stephen Bird decided to step down after four years at the helm.

09/10/2024

Schroders plc appoints Richard Oldfield as Group Chief Executive

Reporting to the Global Chair, he was responsible for building teams to grow PwC’s client-facing businesses profitably, whilst advising global clients on their most complex and challenging issues.

09/10/2024

Bellevue expands sales team in the Swiss market

With Livia Zanini, the sales team under the leadership of Sandro Tiziani is being expanded in a forward-looking manner.

09/09/2024

StanChart Names First Local as CEO in Vietnam

Standard Chartered Bank Vietnam has appointed Nguyen Thuy Hanh as CEO and head of banking and coverage

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