Executive Moves Archives - Page 35 of 944

AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment

July 20, 2026

AlTi Global, Inc. has announced that Cesar Pachon has joined the firm to lead its Miami office. The appointment deepens AlTi’s expertise and presence in one of the fastest growing wealth hubs in the US. Miami has emerged as a leading destination for ultra-high-net-worth (“UHNW”) individuals, entrepreneurs and family offices, driven by its favorable […]

Executive Moves

‘Doubled in size’ Assetmax recruits Swiss star for further growth

July 20, 2026

Four years after taking over Swiss wealth management tech specialist Assetmax, software group Infront is ready for a new era. Infront recruited Luca Angelini as product director for portfolio and advisory solutions at the end of July, Citywire can reveal. His appointment follows Assetmax founder Massimo Ferrari leaving to launch his own company. […]

Executive Moves

Impax Environmental Markets seeks new investment manager

July 20, 2026

Impax Environmental Markets (IEM)’s new board has served notice to terminate Impax Asset Management as its investment manager and is now seeking a new manager or alternative. Under the terms of the investment management agreement, this should result in a 12-month notice period, but the trust has asked Impax to waive some or all […]

Executive Moves

St James's Place tumbles as two more appointed representatives leave

July 17, 2026

St James’s Place tumbled on Thursday following a report that two more of its large appointed representatives have left the network. According to Bloomberg, which pointed to the FCA register, Sheffield-based Prospera Wealth Management was deauthorised as an SJP partner practice on the register on 18 June, while Southeast-based Wellesley Investment Management was deauthorised […]

Executive Moves

Verse announces new CTO

July 17, 2026

Announced by the Melbourne based advice firm, Rickard has a decade of experience in the financial planning and wealth management sectors, having previously worked as Chief Investment Officer for Financial Professionals between 2026 and 2022 and director, private wealth at Your Future Strategy. Rickard pivoted into a technology focused role in 2025, Septennial Group […]

Executive Moves

Alistair Douglas joins rockwealth after nearly 20 years at RBC Brewin Dolphin

July 17, 2026

Mr Douglas announced the move after nearly 20 years at the wealth management firm, where he built his career advising clients and developing long-term client relationships. He joins rockwealth Edinburgh alongside his friend and now business partner David Bowen, as the pair look to develop the firm’s presence in the Scottish capital. Mr […]

Executive Moves

Lynne Burns appointed Barclays Group Human Resources Director

July 17, 2026

Barclays has announced that Lynne Burns has joined the bank as Group Human Resources Director. Lynne succeeds Tristram Roberts, who has retired after nearly 13 years at Barclays, including over a decade in role as Group HRD. Lynne joins from Linklaters, where she was Chief People Officer. Prior to this, she spent seven […]

Executive Moves

Bentley Trust Names Emily Burgess as CEO of Malta office

July 17, 2026

Bentley Trust (Malta) Limited, the wholly owned subsidiary of wealth management group Bentley Reid, has appointed Emily Burgess as Chief Executive Officer of its Malta operation. Emily joined Bentley Trust (Malta) Limited in 2017, where she was named as Trust Manager, becoming a Director in 2019. Emily brings over 25 years’ experience in […]

Executive Moves

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

July 17, 2026

Farther confirmed that Casey Bear has joined as a principal wealth advisor, adding a practitioner whose background blends legal training, collegiate athletics and more than a decade of RIA leadership to the firm's growing advisor roster. Bear spent 13 years leading the billion-dollar AUM firm Cranbrook Wealth Management as chief executive, where he built […]

Executive Moves

QNB Appoints Husam-Eddin El-Gheriani as Private Banking Vice President

July 16, 2026

QNB Group has appointed Husam-Eddin El-Gheriani as vice president of private banking within its Group Asset and Wealth Management division. El-Gheriani announced the move in a LinkedIn post, saying he had joined QNB after leaving Emirates NBD. In the new position, he will work with high-net-worth and ultra-high-net-worth clients across investment advisory, wealth […]

Executive Moves

Standard Chartered PLC confirms the appointment of Manus Costello as Group Chief Financial Officer

July 16, 2026

Further to the announcement on 17 May 2026 that Manus Costello would be appointed as Standard Chartered PLC’s (the “Company”) Group Chief Financial Officer (“GCFO”), the Company announces that regulatory approvals have been received and Manus is appointed as GCFO and Executive Director to the Board of Standard Chartered PLC with immediate effect.

Executive Moves

HIGHVERN Announces Mid-Year Promotions

July 16, 2026

HIGHVERN have announced a series of mid-year promotions across its Jersey and Cayman offices. The promotions come as HIGHVERN continues its growth as part of the broader HIGHVERN and Permian Group. The business currently employs approximately 340 people across eight jurisdictions and, subject to regulatory approval of the merger with Luxembourg-based fund administrator […]

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