Executive Moves

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Executive Moves

Five Wealth appoints co-founder Steve Jordan as CEO

Five Wealth has appointed co-founder and director Steve Jordan as CEO, as the Manchester-based independent wealth management firm celebrates its tenth anniversary.   Since launching in 2016, Five Wealth has expanded from a team of five to more than 40 people, with assets under management now exceeding £1.25bn – less than a year after surpassing […]
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Executive Moves

TKB management team newly includes Francesca Keller

Since the beginning of August, Francesca Keller has been heading the private banking business of Thurgauer Kantonalbank (TKB).    The 34-year-old was elected to the executive board by the bank's council in December of last year. Most recently, Francesca Keller managed the TKB branch in Frauenfeld for two and a half years.    Prior to […]
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Executive Moves

Sygnum appoints Reto Marx as Chief Executive Officer; Gerald Goh assumes Executive Chairman role

Reto Marx leads the Sygnum team in Singapore effective 1 August 2026, bringing along 25+ years of wealth management expertise across UBS, Credit Suisse, Bank Sarasin and VP Bank   Gerald Goh elevates to Executive Chairman, APAC, to lead groupwide capital markets and fundraising, oversee investor relations, and drive key strategic initiatives and stakeholder relationships  Sygnum […]
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Executive Moves

Societe Generale: Appointments within Global Banking and Investor Solutions division

Societe Generale announces the following appointments within its Global Banking and Investor Solutions division (GBIS):   Liane Santenero is appointed Head of Global Transaction & Payment Services, effective 1 October 2026. She succeeds David Abitbol, who has been appointed Chief Operating Officer, Asia Pacific.    Liane Santenero joins Societe Generale from BNP Paribas, where she […]
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Executive Moves

Maerki Baumann private banking heavyweight departs

Maerki Baumann’s head of private banking for Germany has stepped down from his role, Citywire can reveal. Roger Arnet had been with the Zurich-based private bank for nearly eight years.   A spokesperson for Maerki Baumann confirmed that Arnet left the company in May of this year, having been a member of the senior leadership […]
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Executive Moves

Appointment of Chair/Senior Independent Director

Close Brothers Group plc has announced that Mike Biggs will be stepping down as Chairman of the Board and Nomination and Governance Committee with effect from the conclusion of the Annual General Meeting in November this year. Mike has served as Chairman of the Board for the last nine years.   The Board is pleased […]
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Executive Moves

UBS loses $2 billion in teams as RBC and Raymond James move in

In Palm Beach Gardens, Florida, a seven-person team formerly at UBS has joined RBC Wealth Management under the Focus Wealth Management banner, managing approximately $1.5 billion in client assets.   The group, which specializes in wealth transfer and exit planning for business owners and ultra-high-net-worth families, is led by Managing Directors James "Trey" Mahoney III […]
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