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Executive Moves

09/05/2025

Stonehage Fleming Appoints Patrick Guarda As Global Head of Insurance Solutions

His appointment takes effect on 1st September 2025.

09/05/2025

HSBC appoints wealth head as new Hong Kong CEO in shakeup

Wealth head Maggie Ng has been appointed Hong Kong CEO, while Luanne Lim will assume the role of CEO of Hang Seng Bank.

09/05/2025

Ex-BOS Singapore co-head to join EFG with team

EFG is tipped to hire Bank of Singapore's ex-Singapore co-head and a team of eight Indonesia bankers.

09/05/2025

Liechtenstein private bank targets Romanian market with senior RM

Bendura Bank has onboarded a senior relationship manager in its Eastern European private banking department.

09/05/2025

Senior appointments at Praxis private wealth

Wayne Mollet becomes Client Services Director bringing 20 years’ experience in trust and private wealth management.

09/05/2025

IAM hires ex-EFG Geneva chief as partner

Romano advises ultra-high-net-worth individuals and families at Probus Pleion.

09/05/2025

Ex-Stanhope Switzerland CEO joins international WM

Arbra has announced a new CEO of its Geneva business.

09/04/2025

Northern Trust Announces New President of Asset Management Business

He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.

09/04/2025

FNZ Appoints Ryan Beach as Group Head of North America and Peter Hiom as Group Head of Markets

Appointments reflect FNZ’s growing momentum in North America and the continued global expansion of FNZ Markets.

09/04/2025

W1M bolsters Adviser Solutions team with new London BD expert appointment

He joins W1M from Rathbones Group, where he spent the last five years as Business Development Director.

09/04/2025

Royal London Asset Management appoints Will Nicoll as Chief Investment Officer

Will brings insight on the broader issues shaping the industry such as climate change and emerging technologies, along with other pivotal growth drivers.

09/04/2025

Rothschild & Co Hires Philippine Country Head

Rothschild & Co has appointed Tomas Chuidian as senior global advisor and Philippine country head

09/04/2025

Rothschild & Co makes senior Front Office appointments for UK Wealth Management business

Working in tandem, Peter and Chris will be jointly responsible for leading Rothschild & Co’s UK Wealth Management Front Office.

09/04/2025

Family office hires ex-Waverton colleague for global fund launch

Tommy Faber has teamed up with his former Waverton colleagues to launch a 25-stock global equity fund for Ptarmigan Capital.

09/04/2025

EdR Reim hires investment chief for German-speaking Switzerland

Rebecca Oesch joins Edmond de Rothschild’s real estate investment arm as investment head for German-speaking Switzerland, in a newly-created role.

09/03/2025

Brooks Macdonald announces changes to its Executive Committee

He joined Brooks Macdonald as part of our acquisition of LIFT and he has since played a key role leading the integration of the financial planning businesses.

09/03/2025

Hightower Advisors Names Randy Bullard Head of Investment Management

Industry Veteran Will Spearhead the Development of Hightower’s First Centralized Investment Management Platform

09/03/2025

New CEO for Pictet North America Advisors

He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.

09/03/2025

Wealth.com Strengthens Leadership With New Advisory Board Appointments

Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation

09/03/2025

Deutsche Bank appoints Lisa McGeough as Head of the Americas Region

She will join the bank’s Group Management Committee.

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