Executive Moves Archives - Page 184 of 925

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

May 23, 2025

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

Executive Moves

Oak Guernsey bolsters leadership team with new client director hire

May 23, 2025

Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.

Executive Moves

Rathbones Asset Management appoints specialist to multi-asset team

May 22, 2025

He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.

Executive Moves

Escala poised for overhaul strategy

May 22, 2025

Two senior executives - co-chief executive Pep Perry and investment chief Tracy McNaughton - are expected to leave the firm in June.

Executive Moves

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

May 22, 2025

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

Executive Moves

Two new members on the Board of Directors of BancaStato

May 22, 2025

The two new members of the Board of Directors have significant experience

Executive Moves

Julius Baer Guernsey enhances team with two promotions

May 21, 2025

Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.

Executive Moves

Angeles Wealth Management Appoints Cameron Rogers as Partner

May 21, 2025

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Executive Moves

Mirabaud hires RBC Wealth bespoke specialist for UK push

May 21, 2025

David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.

Executive Moves

Barclays PB hires from JPM PB for North Asia team leader

May 21, 2025

The bank has plans to double its headcount from around 10 currently.

Executive Moves

StanChart Expands UAE Private Banking Frontline

May 21, 2025

He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.

Executive Moves

Banque Cramer hires hedge fund expert as portfolio management head

May 21, 2025

Christine Ravioli has joined Banque Cramer in Geneva following roles at Union Bancaire Privée and Pictet.

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