Executive Moves Archives - Page 352 of 945

Governance changes at BIL: Marcel Leyers appointed Chair of the Board and Jeffrey Dentzer CEO

May 22, 2024

Marcel Leyers, CEO of BIL since May 2019, retired from executive management and is appointed Chair of the Board of Directors.

Executive Moves

Evelyn Partners appoints Brian Weber as Head of Business Development for its Dublin based European business

May 22, 2024

It has a full regulatory licence to operate across the European Union.

Executive Moves

DriveWealth hires former Morgan Stanley execs

May 22, 2024

Kyla and Lauren each bring specialized expertise in their respective fields, strengthening DriveWealth’s ability to serve our partners globally and expand our platform at scale to meet their needs.

Executive Moves

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

May 22, 2024

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

Executive Moves

AllianceBernstein hires fixed income portfolio manager from BlackRock

May 22, 2024

Souheir Asba will oversee the firm’s investment-grade credit strategies

Executive Moves

Orion Welcomes Industry Veteran Ron Pruitt to Executive Team

May 22, 2024

Orion today announced Ron Pruitt as new President of Orion Wealth Management

Executive Moves

LPL Financial Welcomes Auctus Legacy Private Wealth Management

May 22, 2024

The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

Executive Moves

America's Most Powerful Banker Prepares His Departure

May 22, 2024

He is the chairman of the largest US bank and is considered the most influential banker in the States: Jamie Dimon, CEO of J.P. Morgan.

Executive Moves

Praxis appoints Group Head to lead corporate services expansion

May 21, 2024

Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.

Executive Moves

Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office

May 21, 2024

Craig has 25 years’ wealth management experience.

Executive Moves

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

May 21, 2024

Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.

Executive Moves

LGT names German-speaking Switzerland EAM head

May 21, 2024

Marc Schlund joined LGT Private Banking from Octogone Gestion this May.

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