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Executive Moves

08/11/2025

Billionaire Family’s Ex-Goldman Banker Adds to UK Wealth Exits

The 45-year-old previously lived in the UK for at least three years as he helped build up the firm, which oversees assets for a billionaire Saudi family and is focused on private market investments.

08/11/2025

Ex-Coutts alts specialist resurfaces at Railpen

Richard Woodrow has moved to the £34bn pension scheme which has nearly 16% allocated to private markets.

08/08/2025

Cazenove director departs for JP Morgan exec role

Portfolio director Emily Peterson departs the firm after 15 years.

08/07/2025

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

08/07/2025

HSBC AM Appoints Global Head of Real Assets

Ghannam has more than 25 years of experience

08/07/2025

Weatherbys hires royal archer and whisky blending banker in growth push

He is also co-founder of the award-winning Woven Whisky company in Leith

08/07/2025

Patrick Thomas exits Canaccord Wealth

Created the sustainable themes portfolio range during 15-year tenure

08/07/2025

Michael Diederich appointed Global Co-Head of the Corporate Bank

Based in Frankfurt, he will focus particularly on Germany and partner with David Lynne to jointly lead the division.

08/07/2025

Mirabaud strengthens its asset management in the equity sector

Mirabaud Asset Management has appointed a new Senior Portfolio Manager for London.

08/07/2025

BCV portfolio manager joins Vontobel

Longstanding BCV employee, Laurent Matthey de L’Endroit, has joined Vontobel as an investment adviser.

08/07/2025

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

08/07/2025

UBS GWM's APAC alts specialists join UGA under new leader

Under the bank's Unified Global Alternatives division, Gunther Jost will lead the new distribution set-up in Asia.

08/06/2025

EFG Geneva private bank chief exits for new opportunity

Lorenzo Romano confirmed he is leaving the bank, with Michael Vlahovic taking over his duties.

08/06/2025

Amundi Switzerland appoints distribution chief

Nima Pouyan takes charge of distribution for Amundi Switzerland’s active management operations, as well as ETF and indexing sales.

08/06/2025

Wellington Expands Zurich Team for Institutional Clients

She joined the asset manager last month and brings over seven years of experience in serving institutional clients.

08/06/2025

FCM Trust welcomes new Chief Operating Officer

His appointment highlights FCM’s ongoing focus on operational excellence and continuous improvement across all areas of the business.

08/06/2025

Chris Hogg Appointed to SEI Master Trust Board

Addition to Board Supports Master Trust’s Stability and Growth

08/05/2025

John Schlesinger departs Temenos after 14 years as chief enterprise architect

Fellow company veteran Martin Bailey also departed Temenos earlier this year, ending his 25-year tenure with the Swiss vendor in May.

08/05/2025

Keith Wosneski Joins Lazard Asset Management as Global Head of Consultant Relations

He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.

08/05/2025

Fabienne Hockenjos completes the executive board of Rahn+Bodmer Co.

She will join the executive board and, together with approximately 25 employees.

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