Executive Moves Archives - Page 110 of 922

Quilter appoints Sam Christopher as proposition director

November 3, 2025

Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.

Executive Moves

BCN appoints senior portfolio manager as CIO

November 3, 2025

Vincent Schwery has been appointed as CIO at the cantonal bank.

Executive Moves

Former Brown Shipley CEO joins advice consolidator

November 3, 2025

Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.

Executive Moves

Yuh is now being managed by a Swissquote executive.

November 3, 2025

Swissquote has found a new CEO for Yuh, the financial app it fully acquired at the beginning of July.

Executive Moves

Benchmark taps Cazenove exec as new head of wealth management

November 3, 2025

Karan Sejpal will take on the newly created role of head of wealth management.

Executive Moves

Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments

November 3, 2025

Greig Townsend joins as CBO to lead the Bank’s growth strategy.

Executive Moves

RBC Brewin Dolphin intermediary head exits

November 3, 2025

Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.

Executive Moves

Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer

October 31, 2025

“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K

Executive Moves

JP Morgan Private Bank Adds Andrew Portillo in Miami

October 31, 2025

Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth

Executive Moves

Adrian Edwards Promoted to Partner at MASECO Private Wealth

October 31, 2025

Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.

Executive Moves

BCV undergoes fund management reshuffle

October 31, 2025

As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.

Executive Moves

Ex-SJP marketeer joins leading outsourced firm as commercial director

October 31, 2025

During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.

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