Executive Moves Archives - Page 34 of 944

Fidelis Capital names Herb Achey as partner

July 23, 2026

Fidelis Capital has appointed Herb Achey, formerly of U.S. Trust / Bank of America Private Bank, as a partner. Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank, where he most recently worked as an investment strategist overseeing more than $2bn in client assets. During his time […]

Executive Moves

Titan Wealth grows financial planning team

July 23, 2026

Titan Wealth has made two new additions to its financial planning team after the wealth management company took on more work during what it described as “an exciting phase of growth”. Lisa Davies joins the team as a wealth consultant, with over 25 years’ experience advising high-net-worth clients in the UK and internationally on […]

Executive Moves

Standard Chartered Hires Nicholas Loh for Affluent Portfolio Growth Role in Wealth Management

July 22, 2026

Nicholas Loh has joined Standard Chartered to lead its Affluent Portfolio Growth mandate within the bank's wealth management business, he said in a social media post. In the role, Loh will focus on the digital growth strategy for the bank's Priority segment, using data, artificial intelligence and client insights to develop personalised client journeys, […]

Executive Moves

Barclays Private Bank bolsters investment management team in Singapore

July 22, 2026

Barclays Private Bank has appointed Levia Goh as a portfolio analyst within its investment management team in Singapore, according to a statement. She reports to Ong Shun Wei, head of investment management Singapore, who in turn reports to London-based global co-head of investment management Olivier Asselin. Goh joins from Nomura, where she was part […]

Executive Moves

Truist hires Shimna Sameer as head of Truist Wealth

July 22, 2026

Truist Financial Corporation has announced Shimna Sameer as head of Truist Wealth. Sameer joins the company to accelerate the performance and scale the delivery of Truist's wealth management business. As head of Truist Wealth, Sameer will have broad oversight of business strategy, including the delivery of Truist's purpose-driven wealth experience to clients, enhancing the […]

Executive Moves

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

July 22, 2026

Canaccord Genuity Wealth Management has appointed Ben Fawcett as chief investment officer for wealth management in Canada, effective immediately, promoting a portfolio manager who joined the firm less than three years ago. Fawcett joined Canaccord Genuity in November 2023 as vice-president and lead portfolio manager, his LinkedIn profile states. Before that, he spent […]

Executive Moves

Citi Private Bank’s former chief of staff joins HSBC

July 21, 2026

HSBC Private Bank has appointed David De La Cruz as head of commercial execution, according to an announcement. He joins from Citi where he worked for 22 years, including nearly 20 years with the private bank where he was most recently its chief of staff. This marks a reunion of sorts as De La […]

Executive Moves

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

July 21, 2026

Cresset has announced that Chris Tiano and Nick Smith have joined the firm as Managing Directors, Wealth Advisors in Cresset's Los Angeles and New York offices, respectively. Tiano and Smith previously served as Directors for Lazard Wealth, where they oversaw $1.1 billion in assets under advisement. Tiano works closely with business owners and […]

Executive Moves

J.P. Morgan Private Bank Taiwan Head Anita Mak Reportedly Set to Step Down

July 20, 2026

Anita Mak, head of the Taiwan market at J.P. Morgan Private Bank, is reportedly set to step down from her role after nearly two decades with the US bank. According to Asian Private Banker, citing sources, Mak is expected to remain in the position until early 2027. J.P. Morgan has not publicly announced her […]

Executive Moves

UOB Private Bank names Judy Chan as Hong Kong managing director

July 20, 2026

UOB Private Bank has appointed Judy Chan as managing director for Hong Kong, effective July 2026. Chan will oversee UOB Private Bank’s client coverage, team leadership, and the delivery of tailored wealth solutions for their high net worth (HNW) clients in Hong Kong. She brings close to 30 years of banking experience in […]

Executive Moves

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester

July 20, 2026

Rothschild & Co has appointed Samantha Beach as a Director and Client Adviser in its UK Wealth Management business based in Manchester, further strengthening its regional presence. Samantha joins from Barclays Private Bank, where she spent more than a decade advising individuals, founders and families with substantial wealth across the North of England, developing […]

Executive Moves

BRI Wealth Management announces appointment of former Rathbones CEO, Paul Stockton, as Non-Executive Director

July 20, 2026

BRI Wealth Management has appointed Paul Stockton, as a Non-Executive Director, subject to the completion of all regulatory and governance formalities. Paul served as Chief Executive of Rathbones Group Plc from 2019 to 2025, having previously held the roles of Group Finance Director and Managing Director of its investment management business. A chartered […]

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