Antonia Murga appointed Market Head Latin America
I am very excited to announce the appointment
Executive Moves
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Nedbank Private Wealth Chief Executive joins PIMFA’s Board
Today he has overall responsibility for managing the company’s UK and international Wealth operations across all its office locations outside of South Africa.
Redington CEO steps down after Gallagher deal
Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.
Seven directorships signal strategic growth for Saffery Trust
Saffery Trust Group Managing Director, Nick Batiste, said the initiative had been worthwhile
Ares hires Italy wealth head from Goldman Sachs
The new hire comes after the group opened an office in Milan in May.
Former Credit Suisse top-performer merges with EAM in Singapore
He retired last fall after a stint at UBS.
Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head
The firm started leaning into the RIA side of its business in 2023 and has a goal of hitting $1 billion this year
Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth
Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets
BNP Paribas announces leadership transition for Securities Services
Since its creation 30 years ago, the Securities Services business has become a core strategic pillar of the Group
Liberty Rock Property names new managing director
He previously held senior roles at Beauchamp Estates and has advised UHNW clients and developers including the Reuben Brothers, Berkeley Homes and Amazon Property Group.
Oak Group expands its team to drive forward Project Overture
These appointments reflect Oak’s commitment to investing in people, capability, and innovation as it continues to implement Project Overture and shape the future of financial services.
UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices
He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.