Executive Moves Archives - Page 314 of 924

Evelyn Partners continues Surrey expansion with financial planner appointment

July 9, 2024

Prior to that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were Partners of the Big 4 accountancy firms.

Executive Moves

Strotbek Announces Another High-Profile Addition

July 9, 2024

Jan Hendrik Novotny is moving from IntReal to Strotbek to become COO

Executive Moves

UBS Hires Private Wealth Management Team in Westlake Village, CA

July 9, 2024

They focus on serving the complex needs of ultra-high-net worth clients

Executive Moves

EdRAM names new DACH distribution head

July 9, 2024

Regine Wiedmann will direct Edmond de Rothschild's sales activities for institutional clients and distributors in the DACH region.

Executive Moves

Ex-Mirabaud banker becomes advisory head of Geneva IAM

July 9, 2024

Nick Bedford, who spent four years as an investment adviser at the Swiss private bank, joined NFG Partners at the start of the year.

Executive Moves

Centrum WM makes string of senior hires

July 9, 2024

The Indian wealth manager has made at least eight senior hires in the last two months, as it seeks to bolster its presence following Sandeep Das's appointment last year.

Executive Moves

Mercer names Graham Elliot as Asia wealth leader

July 9, 2024

Elliot was previously head of Asia Pacific and Middle East distribution.

Executive Moves

M&G CIO fixed income Jim Leaviss exits with Andrew Chorlton named successor

July 9, 2024

Chorlton will join the business later this year and will report to Joseph Pinto, CEO of M&G Investments

Executive Moves

SCB appoints Mr. Peerapong Jirasevijinda as First Executive Vice President, Head of Private Banking to lead wealth management growth

July 8, 2024

Wearing his new hat, Mr. Jirasevijinda's key mission will be to lead SCB PRIVATE BANKING, the Bank's wealth management arm and a core business operating under the "Digital Bank with a Human Touch" strategy.

Executive Moves

Apex Group appoints new Head of Private Clients and Family Office

July 8, 2024

Katie Baxter has joined Apex from the Jersey office of the leading offshore law firm Ogier.

Executive Moves

Westminster Asset Management appoints Investment Director

July 8, 2024

Prior to joining Westminster, Matthew was a part of Canaccord Genuity.

Executive Moves

HIGHVERN strengthens corporate services team with new senior hire in jersey

July 8, 2024

HIGHVERN provides comprehensive corporate services, supporting clients from the pre-transaction or incorporation stage through establishment, ongoing administration, and reporting, to mergers/acquisitions and reorganisation.

Cookie Notice