Praxis announces new senior finance appointments
Both Chartered Accountants with extensive financial leadership experience, they are well-placed to guide Praxis through the next phase of its growth.
Executive Moves
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New Head of Private Banking for Investec in the Channel Islands
She is based in Guernsey and leads the business across the Crown Dependencies.
Walkers welcomes senior counsel to Jersey office
She specialises in non-contentious trust, foundation and family office matters for high-net-worth and ultra-high-net-worth clients.
abrdn: New Business Development Director Joins From CS
In her new role, Bouhmida will concentrate on the large client segment.
US wealthtech Envestnet hires new CEO
Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group
Pictet Wealth Management appoints Giuseppe Patara as Head of Multi-Asset Europe
Before joining Pictet in 2022, Patara built a solid career during 16 years at Credit Suisse.
Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor
Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.
Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office
Previously, he held a similar role as an executive at First Republic Private Wealth Management.
Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors
Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.
Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors
Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios
Envestnet Announces Chris Todd as Chief Executive Officer
Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth
Ex-Julius Baer CIO becomes chair of Top 50 IAM
Longstanding Wydler Asset Management employee Frank Ramsperger succeeds founder Edwin Wydler, who is stepping down as chairman of the board of directors.