Executive Moves

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Executive Moves

Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm

Lincoln Investment Planning, LLC  has announced the appointment of Kathy Leckey as Chief Executive Officer (CEO), effective June 1, 2026. Ed Forst, who has served as Chief Executive Officer since 1992, will simultaneously transition to the role of Executive Chairman of the Board.   This transition completes a multi-year executive succession plan designed to provide […]
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Executive Moves

Man Group Names New Swiss Sales Chief

Joerg Zimmermann has been appointed as the new head of Swiss sales at Man Group. He succeeds Manuele de Gennaro, the former head of M&G Switzerland, who is joining a new firm in Zurich.   The global alternative investment manager, Man Group, has appointed Joerg Zimmermann as its new head of Swiss sales. He assumed […]
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Executive Moves

Decalia equities head departs

Decalia’s head of equities Alexander Roose has joined the asset management arm of Antwerp-based bank Argenta.   Roose worked at Decalia for over four and a half years as head of equities and a senior fund manager. Decalia told Citywire that Roose left the company in Geneva and returned to Belgium for family and personal […]
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Executive Moves

Quintet Danmark: Leadership Promotion

Delighted to share that Henning Kjær Sand has been promoted to Managing Director at Quintet Danmark.   Henning, who has served at our Danish branch since it was launched in 2020, will lead our team of client advisors and assistants in Denmark and join our Nordic leadership team, reporting to Ole Jensby, CEO, Nordics, at […]
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Executive Moves

The CEO of AKB is stepping down.

Dieter Widmer has decided to step down as CEO of the Aargau Cantonal Bank (AKB) on May 31, 2027, and to leave the bank.    This decision aligns with his personal and long-term plans. The Board of Directors would like to take this opportunity to thank Dieter Widmer for his many years of significant contributions […]
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Executive Moves

Ocorian appoints Head of Private Clients, Hong Kong

Ocorian has appointed Francel Fullard as Head of Private Clients, Hong Kong.   In her role, Francel leads Ocorian’s Private Client team in Hong Kong, working closely with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families on the establishment and ongoing administration of complex trust and fiduciary structures.   Francel has more than ten years’ […]
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Executive Moves

Top 50 IAM hires ex-HSBC banker to run major market

Targa 5 Advisors has strengthened its foothold in the Mexican ultra-high net worth market with the appointment of Louis-Philippe Martel as senior wealth manager and country head of Mexico.   Martel, who started today, reports directly to CEO Eli Mizrahi.   Martel spent over a decade at HSBC Private Bank Switzerland, where he served as […]
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Executive Moves

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest   Evelyn Partners has announced that, upon completion of its acquisition by NatWest Group plc, Paul Geddes, Chief Executive Officer, and Alex Gersh, Chief Financial Officer, will step down from their roles.   Evelyn Partners Group Limited […]
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Executive Moves

UBS Announces Leadership Appointments in the Southeast US Region

UBS Wealth Management USA has announced two leadership appointments in its Southeast Wealth Management Region.   The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others.   […]
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