Executive Moves

9236 articles found

Executive Moves

Aberdein Considine grows Wealth business with appointment of Edinburgh-based Chartered Financial Planner

January 12, 2024

He joins AC Wealth from Johnston Carmichael Wealth, where he was both Head of Proposition and a Chartered Financial Planner.

Executive Moves

Changes to the UBS Board of Directors

January 12, 2024

Gail Kelly to be nominated for election to the Board of Directors at the upcoming Annual General Meeting of UBS Group AG and of UBS AG.

Executive Moves

Julius Baer Nabs Ex-CS Banker in Singapore

January 11, 2024

Prior to that, he spent a decade at Citi Private Bank, last as a relationship manager for the ultra-high net worth segment.

Executive Moves

Lansdowne Partners names CEO as Suzi Nutton retires

January 11, 2024

Brian Heyworth takes over

Executive Moves

PineBridge Investments Names Head of Intermediary Distribution, APAC and EMEA

January 11, 2024

Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.

Executive Moves

Goldman Sachs Names New Head of Retirement

January 11, 2024

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

Executive Moves

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

January 11, 2024

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

Executive Moves

J.P. Morgan AM Appoints New Head of Switzerland

January 11, 2024

She replaces Claude Kurzo, who had already been promoted to a new function in London last year.

Executive Moves

EFG opens new offices in Gstaad and St. Moritz and appoints local business heads

January 11, 2024

The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.

Executive Moves

Arbuthnot hires veteran Adam & Co media and sports specialist

January 11, 2024

Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.

Executive Moves

Close kicks off 2024 with two more senior Investec W&I hires

January 11, 2024

Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.

Executive Moves

Crestbridge Family Office Services welcomes 2024 with four promotions

January 11, 2024

Effective from 1 January 2024, these promotions recognise the achievements and contribution of these team members to the business.

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