Executive Moves Archives - Page 222 of 925

IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.

February 14, 2025

Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem

Executive Moves

SEI Appoints Leila Samara to Defined Contribution Team

February 14, 2025

Appointment Bolsters Talent Bench and Supports UK Offering

Executive Moves

New Advisor at VT Wealth Management

February 13, 2025

The Swiss asset manager VT Wealth Management has recruited an experienced finance professional with a network in wealth management as its new client advisor.

Executive Moves

Ninety-Six Partners announces the launch of its Asset Servicing & Consulting unit and the arrival of Jérôme Moser

February 13, 2025

These appointments will take effect from March 1st 2025.

Executive Moves

RBC Brewin Dolphin wealth MD Charlie Ferry exits

February 13, 2025

Ferry has left after around 16 years with the business

Executive Moves

JP Morgan AM nabs Netwealth exec

February 13, 2025

Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.

Executive Moves

DBS announces senior-level appointments, grooming talent from within

February 13, 2025

Appoints new Group COO and Group Head of Audit from 1 April 2025

Executive Moves

LGT Wealth Management makes eight Abrdn alumni partners

February 13, 2025

The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.

Executive Moves

Quilter hires Zara Bray as distribution director for its mortgage network

February 13, 2025

She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.

Executive Moves

Charles Stanley hires LGIM sales boss to lead IFA push

February 13, 2025

Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.

Executive Moves

Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth

February 12, 2025

Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.

Executive Moves

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

February 12, 2025

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

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