Wealthify names former Azimo chief Richard Ambrose as new CEO as Andy Russell steps down
Ambrose will be taking the reigns from Andy Russell
Executive Moves
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Singapore EAM Wrise's Kevin Teng: We plan to hire 300 in 2024
The CEO says the client sweet spot in Singapore lies in the higher wealth tiers, who are looking to diversify their portfolios with the addition of alternative strategies.
ASK Private Wealth hires Singapore market head
Prashant Tayal is one of two new recent senior hires by ASK Private Wealth, which is backed by Blackstone.
EFG’s Ex-Hong Kong CEO Retires
He is a wealth management veteran with 37 years of industry experience
Quilter’s advice CFO to step down in October
Mitchell Dean is preparing to hand his responsibilities to ex-Nucleus chief financial officer Stuart Geard.
SEI Attracts New Executive Vice President
Financial Services Leader’s Diverse Experience to Bolster Strategic Growth
Savvy Adds Six New Advisors, Pushing AUM Over $700M
Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.
Elevation Point Adds Two UBS Execs as Founding Partners
Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.
Wealthify appoints new CEO
Ambrose joins with over 25 years’ digital and fintech experience
ASK Private Wealth boosts its international growth with key hires
ASK Private Wealth, supported by Blackstone, extends its worldwide development with appointments.
Emirates Family Office Association confirms new board of directors
Stellar appointments include several of MENA’s most well-known business figures a major endorsement of EFOA’s vision and strategy
Temenos strengthens commitment to SaaS and the US with key executive appointments
Isabelle Guis has joined as Chief Marketing Officer and member of the Executive Committee and Monty Bhatia as EVP of Global Alliances and Partner Ecosystem