Executive Moves

Executive Moves

Bénédicte Chrétien appointed CEO of CFM Indosuez Wealth Management

June 13, 2025

Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco

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Executive Moves

Mellany Bagtas joins UBS as a Financial Advisor in New York City

June 13, 2025

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

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Executive Moves

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

June 13, 2025

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

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Executive Moves

Stephan Hässig becomes new Head of Corporate Customers at Migros Bank

June 13, 2025

He succeeds Olivier Häner, who held this position on an interim basis.

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Executive Moves

Special situations firm hires boutique's ex-CEO

June 13, 2025

Oliver Banz has joined AS Equity Partners to lead portfolio operations.

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Executive Moves

Fairway appoints Nathan Petty as Client Director

June 13, 2025

Fairway Group has appointed Nathan Petty as Client Director.

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Executive Moves

Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer

June 13, 2025

Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.

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Executive Moves

UBS names new UK HNW head as veteran steps down

June 13, 2025

Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.

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Executive Moves

UBS International Adds Adelino Dias as Financial Advisor in New York

June 12, 2025

Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager

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Executive Moves

Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring

June 12, 2025

The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June

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Executive Moves

GAM Appoints Mirko Ranno as Head of Germany and Austria Distribution

June 12, 2025

His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.

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Executive Moves

Helvetica Appoints New Chairman

June 12, 2025

An experienced asset manager is taking over as the new Chairman of the Board of Directors.

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