Hightower Announces Transition to CEO Larry Restieri
Leadership change marks pivotal moment in RIA’s evolution
Executive Moves
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Aztec Group appoints former Vanguard Executive Sean Hagerty as chair
With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.
AlphaWealth appoints new region head
Emma Swart, investment consultant at OrbVest, was appointed group director and head of the KwaZulu-Natal region in April.
Manuel Ebner Appointed Chairman of AI-Focused Asset Manager
He served as CEO of Martin Ebner’s BZ Bank, CEO of Artificial Life, and Partner at McKinsey & Company.
Change of management at the Bellevue Group
He will be responsible for the operational management of Bellevue Group, along with the existing Group Executive Board.
Lumen Capital Expands Team with Former UBS Executives
Haas brings over 20 years of experience in wealth management, both in the Swiss market and in international business.
Julius Baer names new market heads for Southeast Asia
Shui Wei Ho and Vi Sun Yang succeed Chin Lit Yee as Southeast market head at Julius Baer.
Evelyn Partners expands charity team in Leeds
In her new role, she will support client relationships, business development and charity administration.
Citi Names Bank of America Veteran Zhang as New China Country Head
The appointment is subject to regulatory approvals.
HSBC GPB appoints UAE onshore head
The appointment follows a series of senior leadership changes at HSBC in the region.
Bank von Roll Appoints Family Office Executive as New Chairman
His successor is a seasoned expert in wealth management and private equity.
Fort promotes five
These promotions are not only well deserved, but also a reflection of our commitment to building a strong, client focused leadership team for the future.