Charles F. Lowrey Elected to the Board of Directors of BNY
With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.
Executive Moves
9432 articles found
Multi-family office deputy CIO resurfaces with VC investment club
Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC.
PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank
In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.
New Wealth Advisor Joins Bank
His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions.
Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director
Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America
M&G plc Appoints Simon Tasker as Chief Transformation Officer
He was previously a Partner at Deloitte and held senior leadership roles at Credit Suisse, including Managing Director, Head of Strategic Change, Legal Entity Structuring and Transformation.
Deutsche Bank has found a head for its wealth management unit in Zurich
This new appointment is intended to strengthen services for high-net-worth clients and family offices
Charles Stanley names new portfolio head and creates business team
Prior to this, he spent several years at Old Mutual Global Investors.
IQ-EQ Guernsey appoints Client Relationship Director
Niel brings 17 years of experience in the funds industry and will work closely with client teams to further strengthen service delivery and support the firm’s growth strategy.
ProudMouth Co-Founder Joins AI Notetaking Platform Zocks
Matt Halloran will serve as chief evangelist at Zocks, leading education efforts around AI adoption for advisors.
Hedwig Ulmer Busenhart joins FINMA's management team
The FINMA Board of Directors has appointed Hedwig Ulmer Busenhart as Head of the Insurance Division and a member of the FINMA Executive Board.
Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America
Senior hires bolster the firm’s GP Solutions team