Executive Moves Archives - Page 185 of 946

Nedbank Private Wealth Chief Executive joins PIMFA’s Board

July 1, 2025

Today he has overall responsibility for managing the company’s UK and international Wealth operations across all its office locations outside of South Africa.

Executive Moves

Redington CEO steps down after Gallagher deal

July 1, 2025

Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.

Executive Moves

Seven directorships signal strategic growth for Saffery Trust

July 1, 2025

Saffery Trust Group Managing Director, Nick Batiste, said the initiative had been worthwhile

Executive Moves

Ares hires Italy wealth head from Goldman Sachs

June 30, 2025

The new hire comes after the group opened an office in Milan in May.

Executive Moves

Former Credit Suisse top-performer merges with EAM in Singapore

June 30, 2025

He retired last fall after a stint at UBS.

Executive Moves

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

June 30, 2025

The firm started leaning into the RIA side of its business in 2023 and has a goal of hitting $1 billion this year

Executive Moves

Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

June 30, 2025

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

Executive Moves

BNP Paribas announces leadership transition for Securities Services

June 30, 2025

Since its creation 30 years ago, the Securities Services business has become a core strategic pillar of the Group

Executive Moves

Liberty Rock Property names new managing director

June 30, 2025

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.

Executive Moves

Oak Group expands its team to drive forward Project Overture

June 27, 2025

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.

Executive Moves

UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

June 27, 2025

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.

Executive Moves

JPMorgan Hires Former Citi Sponsors Dealmaker Diamandakis

June 27, 2025

Diamandakis, whose role will be to support and build new relationships with sponsors and asset managers, joins the bank after 11 years at Citigroup.

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