Executive Moves

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Executive Moves

Banque Heritage announces two new board appointments

Banque Heritage has announced the appointment of Donald Waterreus as a Member of the Board of Directors and Chairman of the Investment Strategy Committee, as well as the appointment of Ramon Esteve as Vice-Chairman of the Board of Directors.   These appointments reflect Banque Heritage’s commitment to building on its strong governance, recognised investment expertise […]
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Executive Moves

William Blair Adds Senior Fintech Banker in London

William Blair has announced the addition of Rishi Sethi as a London-based managing director in the firm’s global Technology team.    The move strengthens William Blair’s European Fintech practice and enhances the firm’s delivery of comprehensive advisory resources for fintech-focused companies and financial sponsors.   “Rishi’s deep sector expertise in Fintech will boost our strong […]
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Executive Moves

Manulife Wealth & Asset Management Appoints Jeff Kellogg as Head of Global Investment Products

Manulife Wealth & Asset Management has announced the appointment of Jeffrey M. Kellogg as its new Head of Global Investment Products. Kellogg will report directly to Paul Lorentz, President & CEO, Manulife WAM.    Kellogg will lead Manulife WAM's global investment products organization, overseeing strategy, innovation, and execution across the firm's retail, institutional, retirement, and […]
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Executive Moves

Amundi Announces Leadership Appointments

Amundi announced some changes in its organisation to accelerate its growth and development.    These changes aim to:  Simplify its organisation Strengthen client support Support development in high-growth regions and market segments Enhance the company's cross-functionality and agility. The organisation is structured around five divisions:  Strategy, Finance, and Control led by Nicolas Calcoen, Deputy Chief […]
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Executive Moves

Pax Appoints a New CEO

Yvonne Häring will become Chairwoman of the Executive Board of Pax from January 2027. She has so far served as deputy to CEO Peter Kappeler, who has led the insurance company since 2011 and is set to stand for election as Chairman of the Board of Directors in 2027.   With the appointment of Yvonne […]
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Executive Moves

Crusonia Wealth Advisors Welcomes Ryan Csrnko, CFP as Wealth Advisor

Crusonia Wealth Advisors LLC has welcomed Ryan Csrnko, CFP to its team of wealth advisors. Csrnko joins the firm following several years at independent advisory practices across Colorado.   Founded in 2023, Crusonia Wealth Advisors delivers integrated wealth management to high-net-worth individuals and families, with capabilities spanning investment management, financial planning, and tax-aware strategy. Csrnko's […]
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Executive Moves

T. Rowe Price expands c-suite leadership roles

T. Rowe Price announced the promotion of Eric Veiel, head of global investments, as president on Tuesday, effective 1 June.   In the newly expanded role, Veiel is to drive strategy and adoption of technology to enhance the firm’s operational efficiency. This will be in addition to his leadership role as co-head of global investments […]
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Executive Moves

Tellco names UBS wealth executive as CEO

Tellco Bank has announced the appointment of Ravish Patil as CEO, effective today.   Patil is set to lead the bank through its next growth phase and strengthen its Swiss presence.   Prior to his appointment, Patil worked for UBS for over 19 years, holding regional head roles in wealth management.   Most recently he […]
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Executive Moves

Ascentis Wealth Management Welcomes Ryan Uszenski

Ascentis Wealth Management has announced that it has added Ryan Uszenski to the platform. Uszenski, a wealth advisor, brings more than 20 years of experience and approximately $160 million in client assets. He serves clients across the United States from St. Thomas, U.S. Virgin Islands.   As part of the transition, he will become an […]
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