Wealthify appoints Jessie Kwok as chief invesment officer
Jessie Kwok joins Wealthify from Investec, where she was Senior Investment Director for over three years.
Executive Moves
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Forward Group strengthens leadership team with board appointment
The team administers bespoke structures for high net worth private and corporate clients who need assistance with their wealth management and succession planning requirements.
Oak Guernsey announces appointment of Siobhan Bousfield as Director
In her new role at Oak, Siobhan will be responsible for ensuring the continuation of Oak’s renowned commitment to delivering exceptional client service.
Iress appoints new Executive General Manager – Customer to Wealth business
He joins Iress from Count, where he was the Head of Count Financial
Partners Wealth Group appoints new head of Partners Private
The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner businesses.
Sanctum Wealth Appoints Mitesh Dalal As Head Of Broking | BusinessWorld
Prior to that, he was the Business Head for the Premium segment, also overseeing the Non-Discretionary Portfolio Management Services business.
Bank of America hires former JPMorgan executive to strengthen private bank, memo says
He was most recently the vice chairman of South Atlantic region at JPMorgan Private Bank, where he oversaw the growth of the ultra high net worth and family office business segments across the region.
Promotion for JPM Private Bank’s ‘40 Under 40’ selection head
‘My career so far has been such an incredibly rewarding journey and something I am immensely grateful for.’
ZEDRA expands transatlantic commercial team to unlock international opportunities for corporate clients
Paul Haynes joins as a Commercial Director based in London, having previously worked for several leading global providers in corporate services as the Regional Head of EMEA.
Barclays strengthens Corporate Bank offerings in Asia Pacific and the Middle East with two senior appointments
Amaar Khan appointed as Managing Director, CIO & Head of Corporate Banking Technology, APAC & Middle East
Deutsche names Zurich-based exec as head of LatAm private bank
Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.
Dieter Meier's family office appoints new COO
Kate Family Office announces Moritz Runge as its new COO.