Executive Moves Archives - Page 29 of 939

Firm news: private client and wealth management appointments

July 27, 2026

Bell Lamb & Joynson Solicitors has promoted Ashleigh Wong to partner in a series of strategic appointments following a record financial year. Women now make up 67% of the firm’s partnership Wong joined the firm in 2025 to establish and lead its Contentious Probate & Disputes department. Recognised as a Key Lawyer in The […]

Executive Moves

Team adds NED to board

July 27, 2026

TEAM plc, the UK listed wealth, asset management and financial services group, has announced that John Cusins has been appointed to the Board as an independent Non-Executive Director, with immediate effect. Cusins brings experience across wealth management, private equity, capital markets and strategic growth experience. Most notably, he co-founded and helped build Lumin Wealth […]

Executive Moves

State Street IM appoints BlackRock’s MacLeod to digital wealth platform

July 27, 2026

State Street Investment Management has appointed former BlackRock co-head of digital distribution Henry MacLeod as managing director, head of direct retail and digital wealth international at the firm. He will lead the team’s international digital wealth business and efforts to connect digital wealth and ETF’s as a service. The firm’s NextGen strategy is focused […]

Executive Moves

UBS Hires Financial Advisor Team of Four in Tampa, FL

July 27, 2026

UBS has announced that Private Wealth Advisors Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez will join the firm in Tampa, Florida. Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners. Following the conclusion of their notice period, the team will […]

Executive Moves

Geneva private debt boutique recruits senior investment director

July 27, 2026

Private debt group IPF Partners recruited senior investment director Roy Charles Bates in June, Citywire can reveal. Bates was previously a managing director at alternative investment group Iteram Capital, where he directed the private credit strategy across the US and EU via regulated funds. He also worked at Reyl Intesa Sanpaolo as a […]

Executive Moves

TEAM appoints wealth manager to serve Singapore’s domestic market

July 24, 2026

TEAM has opened up its global investment capability to Singaporean clients with the appointment of its first adviser serving the domestic market within its NEBA Private Clients division. Sariel Khoo joins NEBA Private Clients as a wealth manager from SG Alliance. Based in Singapore, Khoo will assist her clients in accessing TEAM’s model portfolios […]

Executive Moves

Lina Lim to leave HSBC Private Bank

July 24, 2026

Lina Lim, managing director, head of funds & discretionary, Hong Kong Wealth and Premier Solutions at HSBC will leave the bank at the end of this month. Allen Chiu, head of discretionary and funds specialists, Hong Kong, will cover the role on an interim basis while HSBC conducts a search for a replacement, according […]

Executive Moves

Erik Bergman appointed Head of Nordics at Natixis Corporate & Investment Banking

July 24, 2026

Natixis CIB is pleased to announce the appointment of Erik Bergman as Head of Nordics (Sweden, Norway, Denmark, Iceland & Finland), effective June 29, 2026. Erik reports to Alain Gallois, Global Head of Advisory & Coverage and Head of Europe. He joins Natixis CIB’s Europe Executive Committee. Erik will oversee the development and […]

Executive Moves

BIL Announces the Appointments of Melanie Babb as CFO and Michaël Bonnier as CCO

July 24, 2026

Banque Internationale à Luxembourg have announced the appointments of Melanie Babb as Chief Financial Officer (CFO) and Michaël Bonnier as Chief Compliance Officer (CCO), both effective 24 July 2026, and subject to supervisory non-objection. These appointments reflect the Bank’s commitment to strengthening its leadership team and supporting its long-term strategic ambitions. Melanie Babb […]

Executive Moves

NatWest appoints Ashleigh Dorrington-Harvey as Head of Manufacturing and Construction

July 24, 2026

NatWest has appointed Ashleigh Dorrington-Harvey as its new Head of Manufacturing and Construction, further strengthening the bank’s commitment to supporting two sectors that play a vital role in driving UK economic growth, productivity and sustainability. Ashleigh brings 14 years of experience across NatWest Group, having held a range of leadership and client-facing roles spanning […]

Executive Moves

Fieldpoint Private Welcomes New Banking Team

July 24, 2026

Fieldpoint Private has announced the expansion of its Private Commercial Banking business adding a new team led by Roni Gannon, Senior Managing Director. Nelson Kercado, Managing Director, is a key member of the new team. Both join the firm from senior roles at major financial institutions. The team’s focus and expertise are in escrow […]

Executive Moves

Yannick Archambault appointment bolsters Citi’s leadership in Canada

July 24, 2026

Citi has named Yannick Archambault as Market Executive – Canada, tapping a wealth management veteran with more than 30 years of leadership experience across Canada, the United States and Asia to lead the bank's Canadian Private Bank. Archambault will oversee a division serving entrepreneurs, business owners, family offices and ultra-high-net-worth families, with a mandate […]

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