Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region
Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.
Executive Moves
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RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
Rishi Sunak joins Goldman Sachs as senior adviser
Sunak will work with Goldman executives to advise clients on geopolitical and economic issues.
Coutts ends search for private client boss with JPM hire
James Todd has ended his 11-month stint at JP Morgan to replace Camilla Stowell, who left Coutts for Rathbones earlier this year.
Arbuthnot Banking Group: Appointment of new independent non-executive director
She has a wealth of experience in financial services
EFG names new CEO of EFG Asesores (Panama)
With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.
Swiss IAM hires ex-Vontobel AMC chief
Michael Haupt has joined The Valeur Group within institutional sales and client solutions.
Mirabaud & Cie (Europe) SA appoints Émilie Serrurier-Hoël as Chief Executive Officer
Based in Luxembourg, she will head up Mirabaud Group’s European Wealth Management business.
Banque Heritage appoints Antoine Blouin as Head of EAM
This appointment demonstrates the Bank’s commitment to strengthening its strategic positioning with independent asset managers, a rapidly growing segment in both Switzerland and the rest of the world.
Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.
Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor
Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen
Accuro announces eight mid-year promotions
The promotions reflect our continued commitment to developing and promoting from within, starting at a grass-roots level all the way up to senior leadership.