Executive Moves

9202 articles found

Citi hires two senior advisors from Banco do Brasil for Miami team

Citi has hired two senior wealth advisors from Banco do Brasil Securities for its Miami office, adding veteran advisors with experience serving international and Latin American clients.   Vanessa Keller and Rodrigo Noschese have joined the firm as senior wealth advisors, according to LinkedIn announcements from David Poole, head of Citigold North America.   Keller […]

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Vontobel Swiss Financial Advisors (SFA) has relocated Gian Reto Naegeli from Zurich to head its Miami branch, Citywire can reveal.   The unit, a subsidiary of Vontobel which is authorised to book US client assets in Switzerland, has consolidated different regions of coverage within that office into a single team covering Southeast and Central America. […]

Schroders Wealth Management and Cazenove Capital build global leadership team for the next generation of wealth management

Schroders Wealth Management has announced a series of senior leadership appointments that mark the next phase in the evolution of its global Wealth Management business, reinforcing its long-term ambition to be the partner of choice for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, family offices, charities and endowments.    The appointments reflect Schroders Wealth Management's strategy […]

Edmond de Rothschild appoint Group Chief Risk Officer

We are pleased to announce the appointment of Joanna Kaye as Group Chief Risk Officer, joining the Group Executive Committee.   Based in Geneva, she will be responsible for defining, overseeing and steering the Group’s overall risk management framework, in line with our high standards.   With more than 25 years’ experience in risk management, […]

GROW Digital Wealth Appoints Alan Lau as Chairman

GROW Digital Wealth has appointed Alan Lau as chairman of its board as the Hong Kong-based wealth technology platform seeks to expand its services for independent advisers in Asia.   GROW Digital Wealth is part of GROW Investment Group and provides technology and investment infrastructure for wealth advisers. The company said Lau would help guide […]

New CEO for Anthos Fund & Asset Management

Ronald Wuijster, the long-time CEO of APG, is taking over the leadership of Anthos Fund & Asset Management. The asset manager belongs to the Swiss Cofra Group, owned by the Brenninkmeijer family, which plans to significantly expand its investment activities.   Asset manager Anthos Fund & Asset Management is undergoing a change at the top. […]

JTC Announces Mid-year Promotions

JTC has recognised the performance and contribution of several team members across its global network as part of its mid-year promotion cycle.   A number of the promotions are at senior level, with Rebecca Stannard being made a Group Director within Business Development and Marketing in Jersey.    There are also three new Senior Directors […]

Nomura AM hires former Goldman Sachs client portfolio manager

Nomura Asset Management has appointed Richard Hastings as the firm’s new client portfolio manager, following a 12-year career at Goldman Sachs Asset Management.   In his new role, Hastings will be responsible for client portfolio coverage of the firm’s Global Dynamic Bond fund, as well as the firm’s broader fixed income capabilities, such as Corporate […]

Impax Asset Management appoints Andrew Morris as Co-Head of Private Equity Infrastructure

Impax Asset Management has announced the appointment of Andrew Morris as Co-Head, Private Equity Infrastructure.   Andrew brings more than two decades of infrastructure investing experience, spanning infrastructure, private equity and real assets.   Andrew was previously Head of Infrastructure Equity at UBS Asset Management, where he led the business investing across the energy, digital […]

Focus Partners Australia appoints head of wealth advisory

Focus Partners Australia has appointed a head of wealth advisory, hiring from Ord Minnett.   David Lane will take on the role with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management, tax, accounting and lending expertise through a single, coordinated experience.   Lane will lead […]
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