Executive Moves Archives - Page 30 of 939

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

July 24, 2026

Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust has announced the appointment of Leonard Carraturo as Senior Managing Director, Commercial Private Banker. Carraturo joins Peapack Private's experienced commercial banking team where he will deliver customized lending and banking solutions while partnering closely with clients to support growth initiatives, acquisitions, capital investments, treasury management […]

Executive Moves

Baillie Gifford Names Singapore Client Head

July 23, 2026

Baillie Gifford has appointed a new client head in Singapore as the global investment manager seeks to deepen its footprint across Southeast Asia. The executive joins from Fullerton Fund Management. Baillie Gifford has appointed Calvin Liew as Client Relationship Director for Singapore, effective July 1, 2026. He will lead the firm’s client relationships and […]

Executive Moves

Shemara Wikramanayake to retire in November 2026, Greg Ward to become Managing Director and CEO of Macquarie Group

July 23, 2026

Macquarie Group Chair, Glenn Stevens, has announced Shemara Wikramanayake’s upcoming retirement from her role as Managing Director and Chief Executive Officer of Macquarie Group and the Board’s decision to appoint Greg Ward, currently Head of Banking and Financial Services, as her successor subject to the receipt of necessary approvals. Ms Wikramanayake will retire and […]

Executive Moves

Benchmark appoints former Schroders Personal Wealth director to Oculus

July 23, 2026

Steve Renfrew, a former regional director at Schroders Personal Wealth and Barclays, has been appointed managing director at Oculus Wealth Management. In his new role, Renfrew will support efforts to attract advisers from private banks, wealth managers and financial advice firms in the high-net-worth market and contribute to Oculus’ ongoing growth. Renfrew has […]

Executive Moves

Barclays Private Bank Names Nikhil Jha to Lead NRI Franchise in Singapore

July 23, 2026

Barclays Private Bank has appointed Nikhil Jha as Managing Director and Head of Non-Resident Indian (NRI) for its private bank in Singapore, the firm said. Jha will also join the Private Bank Singapore management committee, according to Barclays. He will lead the further build-out of the bank's NRI franchise as it expands its private […]

Executive Moves

Fidelis Capital names Herb Achey as partner

July 23, 2026

Fidelis Capital has appointed Herb Achey, formerly of U.S. Trust / Bank of America Private Bank, as a partner. Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank, where he most recently worked as an investment strategist overseeing more than $2bn in client assets. During his time […]

Executive Moves

Titan Wealth grows financial planning team

July 23, 2026

Titan Wealth has made two new additions to its financial planning team after the wealth management company took on more work during what it described as “an exciting phase of growth”. Lisa Davies joins the team as a wealth consultant, with over 25 years’ experience advising high-net-worth clients in the UK and internationally on […]

Executive Moves

Standard Chartered Hires Nicholas Loh for Affluent Portfolio Growth Role in Wealth Management

July 22, 2026

Nicholas Loh has joined Standard Chartered to lead its Affluent Portfolio Growth mandate within the bank's wealth management business, he said in a social media post. In the role, Loh will focus on the digital growth strategy for the bank's Priority segment, using data, artificial intelligence and client insights to develop personalised client journeys, […]

Executive Moves

Barclays Private Bank bolsters investment management team in Singapore

July 22, 2026

Barclays Private Bank has appointed Levia Goh as a portfolio analyst within its investment management team in Singapore, according to a statement. She reports to Ong Shun Wei, head of investment management Singapore, who in turn reports to London-based global co-head of investment management Olivier Asselin. Goh joins from Nomura, where she was part […]

Executive Moves

Truist hires Shimna Sameer as head of Truist Wealth

July 22, 2026

Truist Financial Corporation has announced Shimna Sameer as head of Truist Wealth. Sameer joins the company to accelerate the performance and scale the delivery of Truist's wealth management business. As head of Truist Wealth, Sameer will have broad oversight of business strategy, including the delivery of Truist's purpose-driven wealth experience to clients, enhancing the […]

Executive Moves

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

July 22, 2026

Canaccord Genuity Wealth Management has appointed Ben Fawcett as chief investment officer for wealth management in Canada, effective immediately, promoting a portfolio manager who joined the firm less than three years ago. Fawcett joined Canaccord Genuity in November 2023 as vice-president and lead portfolio manager, his LinkedIn profile states. Before that, he spent […]

Executive Moves

Citi Private Bank’s former chief of staff joins HSBC

July 21, 2026

HSBC Private Bank has appointed David De La Cruz as head of commercial execution, according to an announcement. He joins from Citi where he worked for 22 years, including nearly 20 years with the private bank where he was most recently its chief of staff. This marks a reunion of sorts as De La […]

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