Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Executive Moves
9250 articles found
Mercer promotes wealth management lead
Additionally, he worked at AMP, serving as national business development manager for Hillross Financial Services and tasked with acquiring practices and financial advisers.
Capital Union Bank Welcomes New Chief Executive Officer Michael Paton, as Patrick Zbinden Takes Group Leadership Roles
Capital Union Bank announces the appointment of Michael Paton as Chief Executive Officer effective May 1st, 2025.
Basel-based Top 50 IAM hires part-time senior PM
Charisma Stiftung analyst, Andreas Borer, has joined Tareno as a senior portfolio manager to further develop its stock selection process.
LGT Switzerland names new Geneva head
Bertrand Merkli, who succeeds Pascal Bourqui, is head of Swiss markets at LGT Bank Switzerland and will retain this role.
Citi Wealth Names Head Of Art Advisory
Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.
Citi announces Carmen Haddad will join Citi Wealth in a senior capacity
Serving as Vice Chair, Citi Private Bank
NatWest Group appoints new Managing Director to lead Investment Products & Solutions for its Wealth Businesses
He will join the bank on 1 September with over 30 years of experience in the private banking and wealth management industry, having held senior positions at both HSBC and UBS.
Guernsey Finance appoints new Chairman
He has been instrumental in the development of Guernsey’s highly successful insurance industry which spans captive solutions, Insurance Linked Securities and the reinsurance sector.
Raymond James loses UK wealth boss Paul Abberley
Kim Jenson has been brought in from Raymond James’ US private client business as interim chief executive until a permanent CEO is recruited.
J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami
He joins from Bernstein Private Wealth Management, where he worked for five years
UBP impact investing co-head exits for M&G
Charlie Anniss launched UBP’s Biodiversity Restoration strategy and co-managed its Positive Impact Global fund.