Executive Moves
9453 articles found
Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami
He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi
Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team
Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team
New Head of Private Banking for Investec in the Channel Islands
She is based in Guernsey and leads the business across the Crown Dependencies.
Bergos Strengthens Executive Team And Hires A Chief Private Banking
He will co-lead the Zurich-based bank as the third member of the Executive Board
SEI Makes Leadership Appointments in Traditional Investment Managers Segment
Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth
Rathbones AM poaches from Vanguard in hiring spree
The appointments come as the firm attempts to strengthen its advisory offerings.
Premier Miton rethinks manager line-up on trio of funds
Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.
Columbia Threadneedle UK distribution co-head joins Rathbones
As part of a trio of hires to the Rathbones distribution team
Ex-Julius Baer executive resurfaces on major asset manager’s board
Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.
Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli
The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors
Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group
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.