Executive Moves

9202 articles found

Executive Moves

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Cresset has announced that it has appointed Mark Ostroff as Managing Director, Wealth Advisor. Ostroff will be based in Cresset's New York office and will focus on cultivating the advisory relationships with ultra-high-net-worth individuals, family offices, entrepreneurs, and privately held business owners that he has established over his 35-year career and help deliver integrated wealth […]
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Executive Moves

Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth

Callan Family Office has announced that George Burnette, JD, CFP®, ATFA, TEP has joined the firm as Director of Philanthropic Consulting & Wealth.   In this role, Burnette will advise individuals, families, and family enterprises on the increasingly complex relationship between philanthropy, wealth strategy, and long-term legacy planning.    He will also work closely with […]
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Executive Moves

Northern Trust Announces Asset Servicing Leadership Changes

Northern Trust has announced changes within its Asset Servicing business, effective 1 June 2026, aligning leadership across the business and positioning it for long-term growth.   Nick Gilbert has been appointed head of Asset Servicing, Europe, Middle East and Africa (EMEA), a newly expanded role with responsibility for both asset owners and asset managers, aligning […]
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Executive Moves

Broadridge Appoints Kunimi Yatani Premier Account Leader for Japan

Broadridge Financial Solutions, Inc. has announced that Kunimi Yatani has joined the company as Premier Account Leader (PAL) for Japan, effective immediately.    Based in Tokyo, Yatani will report to Mark Gidley, Head of EMEA & APAC Account and Commercial Management, and will lead strategic engagement across some of Broadridge’s most important Japanese client accounts.  […]
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Executive Moves

New Head of Sales for Alken Fund in Switzerland

Alken Fund has appointed Stefan Hirter as Head of Sales for German-speaking Switzerland and Liechtenstein. He joins from Redwheel, where he was Country Manager.    According to a  press release issued on Wednesday,  Stefan Hirter brings over 25 years of experience in the investment industry. He has worked for UBS, Dresdner Bank, Credit Suisse Asset […]
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Executive Moves

RBC WM sets up global South Asia team

RBC Wealth Management Asia has strengthened its capabilities in the Singapore market with the launch of a dedicated Global South Asia team and three senior appointments.   The bank has appointed Abhijit Shetty as managing director and team head. With 23 years of private banking experience across major institutions including Citibank, Standard Chartered, DBS and […]
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Executive Moves

Li Yi, former senior executive at HSBC Private Banking, has been appointed Head of Market for Hang Seng Private Banking.

Hang Seng Bank recently issued an internal announcement formally appointing Eric Li, a former senior executive at HSBC Global Private Banking, as Head of Private Banking Marketing, with responsibility for the development and operations of the bank's private banking business.   Zhitong Finance APP learned that, according to media reports, Hang Seng Bank recently issued […]
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Executive Moves

Aberdeen Investments appoints global head of equities

Edinburgh-based asset manager Aberdeen Investments has appointed Herman Bots as Global Head of its Equities franchise, which has £46 billion assets under management and over 100 investors.   He joins after seventeen years at APG, one of the world’s largest pension investors, most recently as Managing Director of Equities.   Between 2011-2022, Bots was responsible […]
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Executive Moves

Platform veteran Geoff Towers joins Platform One board

Geoff Towers, the CEO of multiple platforms throughout his career, has joined the Platform One board as a non-executive director.   The former CEO of BNY’s Pershing businesses in UK & Europe, Standard Life Savings, and GPP brings more than 40 years of platform, wealth and investment experience to Platform One. Towers is also currently […]
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