Progeny names new head of Belgium office
The office was initially established by The Fry Group, which was acquired by Progeny in 2023.
Executive Moves
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Thomas Greuter becomes CIO of Migros Bank
His main task is to coordinate the IT forces for the further digital transformation of Migros Bank.
WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions
Matt is currently an Independent Consultant, providing strategic advisory services to Executive Management Teams in the wealth management Sector.
ETF Veteran Jon Maier Joins J.P. Morgan Asset Management
Will lead new ETF Insights program
Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office
Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line
Trio exit Brooks Macdonald private client and wealth management teams
Sanderson, Whitby and Grossobel
Helveteq recruits former digital WM boss to head distribution
Ivan Sosio has also worked in recruitment and equity sales.
UBS names new head of UK wealth management
Victoria Hagmann takes the role as the Swiss bank aims to increase its share of the wealth market in the UK, targeting $5tn of wealth assets globally by 2028.
Former Credit Suisse exec becomes chief of Opel family office
She also spent eight years at Credit Suisse
Blacktower FM Group names Oakglen Wealth as new manager of Nexus Libero Global Portfolios
The Portfolios will be managed by Jeff Brummette, Chief Investment Officer, and Nick Davis, Investment Director.
Pierre Osterrath Appointed Chief Country Officer for Societe Generale Canada
Pierre Osterrath will replace Francis Repka, who is retiring from Societe Generale after a nearly 40-year career in banking.