Oakbridge Group announces leadership restructure
He brings with him over 25 years’ experience in corporate structuring and governance, and joined the Corporate Services team at Oakbridge in late 2023.
Executive Moves
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GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer
These leadership changes reflect that GAM has successfully transformed and is now well positioned for growth.
Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth
With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.
BOS Expands Investment Advisory Council
Guo is the executive president and senior fellow at CF40 Institute, a non-government think tank in China.
Citi Board Elects Jonathan Moulds to Board of Directors
Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.
Picard Angst brings raw materials experts on board
Pablo Gonzalez joins Picard Angst 's portfolio management team .
HSBC AM appoints UK CEO
Dan Rudd to be CEO of HSBC Global Asset Management (UK) and head of UK wholesale.
PKB’s wealth manager names managing partner
Alessandro Trabaldo Togna is part of the family which owns PKB Private Bank.
ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami
Launched by the wealth advisory and planning company, founded in 2021 and now operating offices in Miami, New York, and Madrid.
Allison Mais appointed chief operating officer of VM Investments and VM Wealth
Allison’s appointment is part of a broader strategic plan to fortify the company
Sygnum Expands Board with Industry Heavyweights to Drive Global Expansion
Pia Tischhauser, Swiss Re Supervisory Board member and BCG veteran, and Vinod Kumar, Vice-Chairman of private equity group Everstone and ex Vodafone Business CEO and Tata Communications CEO and MD, join Sygnum’s experienced board
Quilter appoints Warren Vickers as commercial director of distribution
In his new role, Warren will work closely with Steve Gazard to support the continued development and evolution of Quilter’s distribution proposition and support to advisers and firms across both internal and external channels.