Executive Moves

Executive Moves

City National Bank Shuffles Leadership: JaHan Wang, Abel Montañez Take Over Entertainment and Private Wealth Management as CEO Kelly Coffey Exits

January 31, 2025

Both Wang and Montañez are part of City National’s senior management team.

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Executive Moves

Wealth Management hires Ortolani as senior reporter

January 31, 2025

He is focused on deals, moves and trends in the registered investment advisor space.

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Executive Moves

LGT Wealth Management welcomes new Partners amid continued growth

January 31, 2025

This announcement demonstrates the significant contributions of both LGT Wealth Management’s long-standing colleagues as well as eight senior Investment Managers who joined the firm through the 2023 abrdn acquisition.

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Executive Moves

J.P. Morgan Private Bank Expands Morgan Private Advisory with Strategic New Hires

January 30, 2025

This strategic growth includes the addition of key hires, each bringing extensive experience that further enhances how the Private Bank guides clients through complex financial landscapes.

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Executive Moves

UBP names fund advisory and wealth estate planning heads in reshuffle

January 30, 2025

The Geneva-based private banking group makes wave of senior promotions.

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Executive Moves

Mirabaud appoints wealth management chief of staff

January 30, 2025

Elodie Lesueur is promoted internally to become Mirabaud's new chief of staff in wealth management.

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Executive Moves

Ex-Piguet employee joins Prime Partners amid wave of promotions

January 30, 2025

Giorgio Degola has joined Prime Partners as a junior relationship manager alongside three internal promotions.

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Executive Moves

Fiduciary Trust International Welcomes New Wealth Director in Atlanta

January 30, 2025

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team

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Executive Moves

Tyndall Investment Management recruits investment director

January 30, 2025

Lucie Meagher joins after 18 years with Ruffer

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Executive Moves

Franklin Resources Inc (BEN) Expands Wealth Management Team with Key Appointment

January 30, 2025

Fiduciary Trust International Welcomes Jason Thomas as Wealth Director in Atlanta

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Executive Moves

Kelly Prior joins Marlborough as investment director

January 29, 2025

While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team

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Executive Moves

Brooks Macdonald former operations chief winds up at SS&C

January 29, 2025

Caroline Abbondanza, who left Brooks in September, is now listed as a senior director at platform technology giant SS&C.

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