Executive Moves

9432 articles found

Executive Moves

UBS loses $2 billion in teams as RBC and Raymond James move in

In Palm Beach Gardens, Florida, a seven-person team formerly at UBS has joined RBC Wealth Management under the Focus Wealth Management banner, managing approximately $1.5 billion in client assets.   The group, which specializes in wealth transfer and exit planning for business owners and ultra-high-net-worth families, is led by Managing Directors James "Trey" Mahoney III […]
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Executive Moves

Welcoming two private bankers to our London team

Weatherbys Private Bank has hired two new bankers – its 10th and 11th in the past year – as part of its push to double in size before the end of the decade.   Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month.   […]
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Executive Moves

Leonteq recruits derivatives specialists from Bank of America

Leonteq is strengthening its European sales organization. According to an internal memo seen by finews, Faisal Sharwani is joining the Zurich-based provider of structured products from Bank of America.   Leonteq has appointed Faisal Sharwani as its new Head of Sales Europe. This was revealed in an internal memo seen by finews. The derivatives specialist […]
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Executive Moves

WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management

WRISE Group has unveiled WRISE AI Labs, with the appointment of Dr. Jeffrey Wu as Group Chief Scientist. It also committed an initial investment of HKD30 million to accelerate the development of AI-native wealth management capabilities.   These efforts represent an important step in WRISE's long-term artificial intelligence ("AI") strategy and reflect the Group's commitment […]
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Executive Moves

Standard Chartered sees exit of several top wealth executives in India

In a notable restructuring, several senior executives have left Standard Chartered India as bank pivots its strategy away from mass-market retail towards enhancing its wealth management operations. Saurabh Jain, formerly head of wealth management, is moving Bandhan AMC as chief business officer.    Alongside him, recent departures include Nitin Chengappa and Pankaj Walia, highlighting Standard […]
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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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