Executive Moves Archives - Page 188 of 925

Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group

May 13, 2025

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Executive Moves

Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker

May 12, 2025

Brian seeks to understand each client’s unique needs and aspirations

Executive Moves

Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director

May 12, 2025

He will lead strategic client engagements, drive financial transformation initiatives and support the growth of the firm’s financial services capabilities.

Executive Moves

40 Under 40 fund buyer promoted to lead wealth services

May 12, 2025

Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.

Executive Moves

Peakhouse name new CEO amid office expansion

May 12, 2025

Berry Wong is appointed group CEO of the Hong Kong multi-family office.

Executive Moves

Fund buyer returns to German group to replace outgoing selector

May 9, 2025

Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.

Executive Moves

Private markets platform adds Santander AM chair to board

May 9, 2025

Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.

Executive Moves

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

May 9, 2025

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.

Executive Moves

Bank of Singapore Appoints Product Development Head

May 9, 2025

OCBC Boosts Credit Allowance for Macro Risks

Executive Moves

Deutsche Bank Hires 13-Year Citi Veteran Baker in US Wealth Push

May 9, 2025

Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business

Executive Moves

Urs Fehr becomes Head of Communications and Investor Relations

May 9, 2025

Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.

Executive Moves

Raffles Family Office Adds Duo to Board, Front Office

May 9, 2025

Raffles Family Office has appointed Terence Seow as managing director, board advisor

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