Executive Moves Archives - Page 27 of 939

CaixaBank reorganises its Wealth Management division and appoints Juan Llamas as new Head

July 31, 2026

With 30 years of experience in private banking, wealth management and high-net-worth clients, Juan Llamas has spent a significant part of his professional career at CaixaBank, where he has worked for nearly two decades. He succeeds Belén Martín, who will take on new responsibilities at CaixaBank CIB as Managing Director of Representative Offices within the […]

Executive Moves

LGT Wealth Management strengthens Leeds team with senior appointment

July 31, 2026

LGT Wealth Management, has appointed Richard Brown as a Wealth Manager in its Leeds office as the firm continues to invest in experienced talent to support growing client demand across the North of England. Richard joins LGT Wealth Management with almost four decades of experience in private banking and wealth management, most recently as […]

Executive Moves

Societe Generale: Appointments within Global Banking and Investor Solutions division

July 31, 2026

Societe Generale announces the following appointments within its Global Banking and Investor Solutions division (GBIS): Liane Santenero is appointed Head of Global Transaction & Payment Services, effective 1 October 2026. She succeeds David Abitbol, who has been appointed Chief Operating Officer, Asia Pacific. Liane Santenero joins Societe Generale from BNP Paribas, where she […]

Executive Moves

Maerki Baumann private banking heavyweight departs

July 31, 2026

Maerki Baumann’s head of private banking for Germany has stepped down from his role, Citywire can reveal. Roger Arnet had been with the Zurich-based private bank for nearly eight years. A spokesperson for Maerki Baumann confirmed that Arnet left the company in May of this year, having been a member of the senior leadership […]

Executive Moves

Appointment of Chair/Senior Independent Director

July 31, 2026

Close Brothers Group plc has announced that Mike Biggs will be stepping down as Chairman of the Board and Nomination and Governance Committee with effect from the conclusion of the Annual General Meeting in November this year. Mike has served as Chairman of the Board for the last nine years. The Board is pleased […]

Executive Moves

UBS loses $2 billion in teams as RBC and Raymond James move in

July 31, 2026

In Palm Beach Gardens, Florida, a seven-person team formerly at UBS has joined RBC Wealth Management under the Focus Wealth Management banner, managing approximately $1.5 billion in client assets. The group, which specializes in wealth transfer and exit planning for business owners and ultra-high-net-worth families, is led by Managing Directors James "Trey" Mahoney III […]

Executive Moves

NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer

July 30, 2026

NatWest Group has announced the appointment of Triona O’Keeffe as its new Chief Data and Analytics Officer, as the bank brings its data, AI and engineering capabilities closer together to accelerate delivery of products and features for customers at scale. Triona will join NatWest in January 2027, bringing deep global experience across data, technology […]

Executive Moves

Welcoming two private bankers to our London team

July 30, 2026

Weatherbys Private Bank has hired two new bankers – its 10th and 11th in the past year – as part of its push to double in size before the end of the decade. Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month. […]

Executive Moves

Julius Baer appoints Nira Tanoko as Market Head South East Asia

July 30, 2026

Julius Baer has announced the appointment of Nira Tanoko as Market Head South East Asia. Based in Singapore, Tanoko will report to Jimmy Lee, Member of the Global Wealth Management Committee and Region Head Asia and will join the Asia Management Committee, the Bank’s Asia leadership team. In this role, Tanoko will lead Julius […]

Executive Moves

Leonteq recruits derivatives specialists from Bank of America

July 30, 2026

Leonteq is strengthening its European sales organization. According to an internal memo seen by finews, Faisal Sharwani is joining the Zurich-based provider of structured products from Bank of America. Leonteq has appointed Faisal Sharwani as its new Head of Sales Europe. This was revealed in an internal memo seen by finews. The derivatives specialist […]

Executive Moves

WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management

July 30, 2026

WRISE Group has unveiled WRISE AI Labs, with the appointment of Dr. Jeffrey Wu as Group Chief Scientist. It also committed an initial investment of HKD30 million to accelerate the development of AI-native wealth management capabilities. These efforts represent an important step in WRISE's long-term artificial intelligence ("AI") strategy and reflect the Group's commitment […]

Executive Moves

Standard Chartered sees exit of several top wealth executives in India

July 29, 2026

In a notable restructuring, several senior executives have left Standard Chartered India as bank pivots its strategy away from mass-market retail towards enhancing its wealth management operations. Saurabh Jain, formerly head of wealth management, is moving Bandhan AMC as chief business officer. Alongside him, recent departures include Nitin Chengappa and Pankaj Walia, highlighting Standard […]

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