Executive Moves Archives - Page 242 of 946

Oakglen Wealth appoints Jersey office Compliance Lead

February 6, 2025

In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey.

Executive Moves

Evelyn Partners strengthens employee solutions offering with Manchester tax partner appointment

February 6, 2025

In her new role as tax partner, Julie will act as a trusted adviser to businesses of all sizes, on the complexities of employment tax and compliance.

Executive Moves

Quilter adds a further four firms to its network

February 6, 2025

These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.

Executive Moves

Thurgauer Kantonalbank hires external asset managers head from fellow cantonal bank

February 6, 2025

Simone De Solda joins TKB as the head of external asset managers.

Executive Moves

JP Morgan UK private bank head Gregson exits

February 6, 2025

Oliver Gregson has left after an eight year stint, with a search underway for his replacement.

Executive Moves

EFG Private Bank hires Standard Chartered director as UK wealth planning boss

February 6, 2025

Rajiv Gaglani will head the unit after Ken Chapman left to start his own business after six years.

Executive Moves

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

February 6, 2025

Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.

Executive Moves

Stephan Meier becomes partner at ZWEI Wealth

February 6, 2025

He has broad experience on the investment side as well as in product development and sales.

Executive Moves

Leonteq appoints Christian Spieler as CEO

February 6, 2025

He started his career working in various derivatives roles at JP Morgan, where he advanced to senior leadership positions with responsibility for the DACH region.

Executive Moves

Coller Expands APAC Private Wealth Team

February 6, 2025

Her previous experience includes roles at DWS Group, Income Partners Asset Management, Value Partners Group, and China Merchants Securities.

Executive Moves

BNP Paribas Appoints New Regional Head for Southeast Asia

February 6, 2025

In her new role, Karine will lead BNP Paribas’ operations across its five key Southeast Asian markets: Singapore, Malaysia, Indonesia, Thailand and Vietnam.

Executive Moves

Apollon Welcomes New Executive Leaders in 2025

February 6, 2025

Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.

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