Executive Moves Archives - Page 3 of 919

U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer

August 24, 2026

U.S. Bank has announced that Chris Peary has been named chief private banking officer for Wealth Management. Peary will be responsible for advancing Wealth Management's strategy to deliver integrated banking, credit and wealth solutions for affluent, high net worth and ultra high net worth clients. He will oversee a relationship-driven private banking platform focused […]

Executive Moves

The Openwork Partnership bolsters growth strategy with senior leadership appointments

August 24, 2026

The Openwork Partnership have announced two senior leadership appointments across the Group, as it strengthens its acquisition, succession and investment capabilities to support the next phase of its growth strategy. Willem van Rooy will join Openwork as Director of Mergers, Acquisitions & Succession, taking up the role at the start of 2027. He will […]

Executive Moves

Hawksford appoints Chief Technology Officer to support ongoing global growth strategy

August 21, 2026

Hawksford has appointed Dale Walton as Chief Technology Officer, as the firm continues to focus on developing market-leading infrastructure to support its global growth strategy. In his new role, Dale will oversee Hawksford’s Operations Centre, with responsibility for the development and delivery of technology infrastructure, cybersecurity and IT solutions that support seamless integration across […]

Executive Moves

Citi Wealth names Alex Kokolis investments platform experience head

August 21, 2026

Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed by a Citi spokesperson. Kokolis is due to start at Citi on 8 September 2026 and will operate out of New York. He will report directly to Keith Glenfield, […]

Executive Moves

Stephenson Harwood strengthens its Private Wealth Disputes practice with the arrival of Partner Laura Hasson

August 21, 2026

The firm has further strengthened its Private Wealth Disputes practice with the arrival of Partner Laura Hasson in London. Laura is a disputes lawyer specialising in contentious trusts and offshore matters. She brings more than a decade of experience advising on complex, high-value disputes in the UK and internationally, with strong links to the […]

Executive Moves

Greycourt LLC Announces Mike Meehan as Chief Investment Officer

August 21, 2026

Greycourt LLC has announced that Michael J. Meehan, CFA has joined the firm as Managing Director and Chief Investment Officer. Mike brings deep experience and expertise working collaboratively with sophisticated investors across public and private markets. He will serve as the firm's public-facing voice on investment strategy and markets, working closely with Greycourt's Manager […]

Executive Moves

Quilter Cheviot appoints John Moore to Edinburgh office

August 20, 2026

Moore will report to Richard Taylor, head of the Edinburgh office at Quilter Cheviot. Quilter Cheviot has appointed well-regarded investment manager John Moore to its Edinburgh office, strengthening the firm’s investment capability in Scotland and support for advisers and high net worth clients across the region. Moore joins Quilter Cheviot as an investment manager following […]

Executive Moves

Maerki Baumann appoints Patrick Vogt as Head External Asset Managers

August 20, 2026

The Zurich-based private bank Maerki Baumann & Co. Ltd. has appointed Patrick Vogt as Head External Asset Managers. He will take up his new role on 1 September 2026. With the appointment of Patrick Vogt, Maerki Baumann is reaffirming its commitment to continuity and long-standing expertise in its business with external asset managers. As […]

Executive Moves

People Moves: Carson Hires Recruiter from Osaic for Indie Channel

August 20, 2026

Carson Group, a registered investment advisor with over $62 billion in assets under management, announced it hired Kevin Peterson as senior vice president of business development for its independent channel. Peterson will lead business development efforts, help independent advisors evaluate partnership opportunities with Carson, and support the expansion of the firm’s independent channel. […]

Executive Moves

Max White Leaves Schroders Wealth After More Than 10 Years

August 19, 2026

Max White, a Singapore-based managing director at Schroder & Co. (Asia) Limited, has left Schroders Wealth after more than a decade with the firm, according to a LinkedIn post. White said his last day with the firm was Friday and that he is moving on to a new opportunity in Asia, based in Singapore. […]

Executive Moves

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management

August 19, 2026

Kestra Financial, an industry-leading wealth management platform, today announced the appointment of Kelly Apple as Head of Wealth Management. The appointment follows a strategic search to identify the leader who will guide the next chapter of Kestra’s wealth management business. As the firm continues to invest in helping advisors serve their clients as complete wealth […]

Executive Moves

LGT Wealth India Appoints Harsh Agarwal as Chief Investment Officer, Equities

August 19, 2026

LGT Wealth India has appointed Harsh Agarwal as Chief Investment Officer, Equities, the company said. In the role, Agarwal will lead the firm’s equity investment platform and investment team. He will also oversee the development of equity investment products and strategies for clients. Agarwal has more than two decades of experience across asset […]

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