Executive Moves Archives - Page 35 of 921

Jacqui Smith Joins Fiduciary Trust Company as a VP and Investment Officer

May 28, 2026

Fiduciary Trust Company has announced that Jacqui Smith has joined the firm as Vice President and Investment Officer. Smith will report to Sid Queler, Head of Wealth Management. Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives. “Jacqui brings a thoughtful and […]

Executive Moves

Dan Coman, JD/MBA, Joins Leelyn Smith As Chief Family Office Strategist

May 27, 2026

Leelyn Smith has announced the addition of Daniel G. Coman, JD/MBA, CPA as Chief Family Office Strategist, expanding the firm’s capacity to coordinate legal, tax, and investment strategy for ultra-high net worth and family office clients. Dan brings more than 35 years of experience advising business owners, executives, and ultra-high-net-worth families in estate planning, […]

Executive Moves

Equiom strengthens global offering with strategic appointment to enhance Luxury Asset Services

May 27, 2026

Equiom has appointed Lionel Richard as Director, Luxury Asset Services, a strategic, group-wide role focused on the continued growth and development of the firm’s luxury asset proposition. Lionel will help strengthen coordination and further develop Equiom’s Luxury Asset Services across jurisdictions and service lines. He will work closely with ultra-high-net-worth (UHNW) individuals, family offices, […]

Executive Moves

Deutsche Bank names head of platform sales in Australia

May 27, 2026

Deutsche Bank has reaffirmed its commitment to being a long-term partner to Australian clients with a new appointment. Steve Hair will join the group as head of platform sales for the institutional client group (ICG) in Australia. Prior to joining Deutsche Bank, Hair was with Citi for more than seven years where he […]

Executive Moves

Non-Executive Directors of the National Wealth Fund reappointed

May 27, 2026

Nigel Topping, Tania Songini and Marianne Økland have been reappointed as Non-Executive Directors (NEDs) of the National Wealth Fund by the Financial Secretary to the Treasury. The National Wealth Fund (NWF) is playing a central role in investing public money in the UK’s future, and over the next five years aims to mobilise over […]

Executive Moves

Broadridge Appoints Ian Williams as Head of International Broadridge Trading and Connectivity Solutions

May 27, 2026

Broadridge Financial Solutions, Inc. has announced the appointment of Ian Williams to the newly created role of Head of International, Broadridge Trading and Connectivity Solutions (BTCS), effective immediately. Williams, who relocates from Toronto to London to take on the expanded remit, will retain his current responsibilities as Global Head of Trading and Execution Product […]

Executive Moves

Praxis expands pensions expertise in Guernsey with key senior appointments

May 27, 2026

Praxis has strengthened its pensions and employer solutions offering in Guernsey with the appointment of Bob Banfield as Senior Executive Director (SED). Bob has more than 35 years of industry experience, including 26 at board level, spanning pensions, private wealth and fund administration. Well-known in the Guernsey market, he brings deep sector expertise and […]

Executive Moves

LGT Wealth Management expands investment and family advisory capabilities with four senior appointments

May 26, 2026

LGT Wealth Management has strengthened its investment and family advisory capabilities with four senior appointments. The hires reflect growing demand from high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients for institutional-quality investment expertise and integrated support across portfolio construction, family governance and intergenerational wealth transfer. Arthur Bengasino and Tessa Volkmer join as Head of Investment […]

Executive Moves

UBP’s private markets boss exits for global firm

May 26, 2026

The global head of private markets at Union Bancaire Privée (UBP), Brice Thionnet, is leaving the firm at the end of June. ‘He decided to join an international private equity firm as a partner,’ UBP confirmed to Citywire. Thionnet did not respond to a query from Citywire on which he is joining in time […]

Executive Moves

J.P. Morgan Private Bank Adds a New Member to Its Miami Team to Cover Brazil

May 26, 2026

An internal move has brought Karl Justa to the J.P. Morgan Private Bank team dedicated to serving high-net-worth Brazilian clients. The professional assumed the roles of Associate and banker, according to an announcement made by the company on LinkedIn. In her post, the U.S. investment bank’s VP of recruiting, Alezandra Hernández, detailed that Justa […]

Executive Moves

Fidelity appoints ETF boss

May 26, 2026

Bermuda-based asset manager Fidelity International has appointed Elisa Prezzavento as Director of ETF Product Strategy and Development. In the role Prezzavento will support the development of Fidelity’s ETF product strategy, with a focus on expanding the firm’s range of active ETF strategies. She will be responsible for identifying new areas of client demand, developing […]

Executive Moves

Ocorian appoints Head of Private Client in Cayman and the British Virgin Islands

May 26, 2026

Ocorian has appointed Natasha Hernandez as Head of Private Client in Cayman and the British Virgin Islands. In her role, Natasha will lead Ocorian’s Private Client business across Cayman and BVI, with a focus on enhancing client service delivery and supporting the continued growth of the firm’s private wealth offering in the region. […]

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