Ron Meraz to Join Citi as Wealth Regional Director
He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.
Executive Moves
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Canaccord Wealth ESG head Patrick Thomas exits
Thomas departs the firm he started his career with 15 years ago.
Hightower Names Scott Hadley as New Chief Advisory Officer
The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer
HSBC's Hong Kong Unit Adds Public Sector Vet to Board
He will also join as a member of the bank’s remuneration committee and risk committee.
Zwei Wealth recruits ex-hotelier as partner in Romandy
Boyer’s appointment comes after that of Thierry Cherf as the firm’s new Geneva location head.
VP Bank appoints new Chief Financial Officer
Roland Kläy is a certified public accountant and holds several advanced degrees
Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs
Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.
Change of power at Raiffeisen – What awaits the new CEO?
As CEO of the Liechtensteinische Landesbank, he brings the necessary leadership experience
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market
UK’s National Wealth Fund appoints new chief
IFoA, Barnett Waddingham, National Wealth Fund, Aon
UBS Reshuffles Global Banking Unit in Japan
He rejoins the Swiss lender after previously working there for 18 years.
Ex-Fidelity CEO Anne Richards named Coutts chair
Dame Anne Richards, who led Fidelity for six years, replaces Lord Remnant later this year.