Executive Moves

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Executive Moves

Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services

Brown Brothers Harriman has announced that Dan Montoya has been named Head of Relationship Management for the Americas within BBH's Investor Services business. In this role, Dan will partner with asset managers, financial institutions, and insurers to help solve complex operational challenges and drive strong service outcomes.   “Given Dan’s client-first mindset, deep industry expertise, […]
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Executive Moves

Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management

The Guardian Life Insurance Company of America has announced the appointment of Kevin Luebbers as Head of Distribution, responsible for leading the sales and distribution strategy for its individual markets businesses.   Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate […]
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Executive Moves

Rathbones AM hires senior analyst for global equities team

Rathbones Asset Management has hired Ianjit Bhatti as a senior investment analyst on its global equities team.   Bhatti, who previously worked as an analyst at Sarasin & Partners, will focus his research on the technology sector, which Rathbones AM said is becoming “an increasingly important driver of corporate performance”.   During his time at […]
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Executive Moves

Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders

Lazard AM announced today the addition of Chris Bricker as Director of Corporate Development and Theodore P. “TP” Enders as Product Director, in a decision aimed at accelerating its growth strategy and strengthening its ability to offer investment solutions tailored to new customer demands.    The firm frames both appointments in its roadmap towards the […]
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Executive Moves

Bank of Singapore Strengthens Alternatives Business

Bank of Singapore is stepping up its push into alternative investments, appointing an experienced institutional investor to lead the business as demand for private market strategies continues to grow among wealthy Asian clients.   Bank of Singapore has named Benjamin Low as its new Head of Alternative Investments, effective 17 August. Based in Singapore, he […]
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Executive Moves

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Vanguard, the Valley Forge, Pennsylvania-based investment giant with approximately $12 trillion in global assets under management, has announced that Kenneth Jacobs has been elected nonexecutive chairman of its board of directors.   The election follows the retirement announcement of current chairman Mark Loughridge, who will step down from Vanguard's board and from the boards of […]
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Executive Moves

Ex-EFG team head joins Lugano wealth manager

Vector Wealth Management has hired Adriano Rampazzi as a senior relationship manager.   Rampazzi has over 20 years of experience in wealth management at EFG, Cornèr Bank and BancaStato, advising entrepreneurs, families and private clients.   At his most recent employer, EFG, he managed a team of relationship managers covering private banking clients.     […]
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Executive Moves

Societe Generale Hires UOB Veteran

Societe Generale has strengthened its transaction banking franchise in Asia Pacific with the appointment of Joseph Chia as Head of Supply Chain Management, underscoring the French bank’s focus on working capital and open-account trade solutions.   Based in Singapore, Joseph Chia assumes the role with immediate effect. He reports regionally to Soo Tat Kua, Head […]
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Executive Moves

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

KKR has announced the appointment of Roy Gori, former President and Chief Executive Officer of Manulife, as a Senior Advisor to the firm. Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services and insurance with a focus on Asia Pacific and […]
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Executive Moves

RBC Wealth Management Bolsters Asia Expansion

RBC Wealth Management is stepping up its recruitment drive in Asia, appointing six senior private bankers across Hong Kong and Singapore.    RBC Wealth Management has strengthened its private banking franchise in Asia with a series of senior appointments in Hong Kong and Singapore, as competition for experienced relationship managers across the region remains intense. […]
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Executive Moves

Schofield Sweeney welcomes private wealth expert

Commercial law firm Schofield Sweeney has appointed Amanda Simmonds as a director in its private wealth team.   Amanda joins the firm's 20-strong specialist practice with 38 years’ experience advising clients on wills, trusts, estate administration, lasting powers of attorney and tax planning.   She also has particular expertise in succession planning for family businesses, […]
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