Executive Moves

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Executive Moves

Murphy Wealth appoints Shane Presley as senior financial planner

Murphy Wealth has appointed Shane Presley to the role of senior financial planner.   Mr Presley joins the Glasgow-based wealth manager as a senior financial planner, bringing with him more than 30 years’ experience across financial advice, planning, and investment.   A member of both the Chartered Institute for Securities & Investment (CISI) and the […]
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Executive Moves

HSBC Bolsters Taiwan Private Banking Team

HSBC Private Bank has appointed former DBS executive Gloria Sun to lead its offshore Taiwan business, underscoring the bank’s ambitions to expand its presence among wealthy Taiwanese clients across Greater China.   HSBC Private Bank has strengthened its Taiwan franchise with the appointment of Gloria Sun as Market Head of Offshore Taiwan, effective 13 July. […]
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Executive Moves

7IM promotes Agustin Fernandez as chief corporate development officer

7IM has appointed Agustin Fernandez as chief corporate development officer as the wealth manager continues to expand its acquisition strategy.   Fernandez, who already sits on the firm’s executive committee, joined the business in 2023 and has led the development of 7IM’s corporate development and strategy function.   During Fernandez’s tenure, 7IM has completed a […]
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Executive Moves

Lyford strengthens team with executive hire

Private banking specialist Lyford, headquartered in London, has appointed Jonathan Carfi as it continues to strengthen its offering for ultra-high-net-worth individuals, families and global family offices.   Jonathan joins the London-based business with more than eight years of international experience across management consulting and corporate development.    Most recently, he worked in KPMG’s Deal Advisory […]
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Executive Moves

Basler Kantonalbank Taps UBS Veteran

After 22 years at UBS, pensions specialist Simone Mayländer has joined Basler Kantonalbank to spearhead its product and channel management.   Basler Kantonalbank has appointed Simone Marylander as its new head product and channel management.   Mayländer, who is based in Basel, assumed the position in June. In her new role, she is responsible for […]
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Executive Moves

UBS GWM makes key leadership appointments in Apac

UBS Global Wealth Management (UBS GWM) has named new business leaders across Asia Pacific, whose appointments will be effective from 1 July.   In Taiwan, Damien Hsiao will assume the role of regional GWM head of Taiwan, overseeing both domestic and international businesses. Sherry Lin and Christine Lai will be appointed as co-heads GWM Taiwan […]
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Executive Moves

Léa Dunand-Chatellet Appointed Chief Executive Officer of Mirova

Natixis Investment Managers has announced the appointment of Léa Dunand-Chatellet as Chief Executive Officer of Mirova, its affiliate dedicated to sustainable investing. Léa Dunand-Chatellet’s appointment was approved today by Mirova’s Board of Directors. She will assume her role on July 1, 2026, succeeding Philippe Zaouati.   With over twenty years of experience in sustainable investing, […]
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Executive Moves

Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

As of July 1, 2026, Arasch Charifi will assume the chairmanship of the Board of Directors of DZ PRIVATBANK Switzerland. He succeeds Peter Schirmbeck, under whose leadership assets under management have increased by 226 percent since 2019 to their current level of approximately 10 billion euros.   Seven years that have had a lasting impact […]
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Executive Moves

ZKB appoints new Head of Asset Management

There is a personnel change in ZKB's asset management department. A new department head is coming from the private bank Berenberg.   Zurich Cantonal Bank has appointed Philipp Löhrhoff as the new Head of Systematic Mandates & Innovation in Asset Management. He will succeed Roger Rüegg , who has headed the Multi-Asset Solutions division since […]
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Executive Moves

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

JPMorgan Chase promoted investment bankers Doug Petno and Troy Rohrbaugh to copresidents of the bank, elevating two additional potential contenders to succeed Jamie Dimon whenever the longtime CEO step downs from running the nation’s largest bank.   The bank also announced Thursday that Marianne Lake, who had held several top positions in the company including […]
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