Executive Moves Archives - Page 163 of 946

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

August 21, 2025

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

Executive Moves

J.P. Morgan Nets Ex-HSBC Private Banker

August 21, 2025

He joins the bank’s China team in the Hong Kong office to cover ultra-high net worth clients.

Executive Moves

Allianz GI creates new department for Björn Jesch

August 21, 2025

Former DWS Switzerland chief Björn Jesch will head the newly created product solutions and marketing division.

Executive Moves

W1M pushes private wealth expansion with RBC Brewin Dolphin hire

August 21, 2025

Ex-UBS financial planner Keith Sheehan joins as wealth manager in the private wealth team.

Executive Moves

Simon Quick Advisors Names Benjamin F. Renzo, Esq. as Head of Family Office to Strengthen Risk Management and Family Office Services

August 20, 2025

Strategic hire enhances Simon Quick's capabilities in serving ultra-high-net-worth families, entertainers, and professional athletes with tailored family office solutions

Executive Moves

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

August 20, 2025

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

Executive Moves

Bergos Private Bank: Merrill Lynch Veteran Becomes New Chairman

August 20, 2025

He previously served as CEO of Merrill Lynch Bank (Suisse) in Geneva and Union Bancaire Privée (UBP) in Zurich.

Executive Moves

Corum Vermögensverwaltung AG strengthens international focus with appointment of Vanessa Muenzhuber

August 20, 2025

Experienced wealth manager with over 25 years experience joins as International Wealth Manager

Executive Moves

Former Schroders value head Nick Kirrage tipped to join Brown Advisory

August 20, 2025

Nick Kirrage exited the UK-based asset manager after 23 years.

Executive Moves

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

August 20, 2025

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

Executive Moves

Barclays Asia PB head Nitin Singh exits in restructure

August 19, 2025

The bank is moving to a market coverage structure in Asia, following success in the Middle East.

Executive Moves

Cité Gestion hires multi-billion Lombard Odier investment team head

August 19, 2025

Marc Gaechter, who ran a team covering the Middle East, Eastern Europe, Turkey and Africa for Lombard Odier, has come on as a senior investment adviser.

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