Executive Moves

9202 articles found

Executive Moves

Quintet appoints Otto Huber as Group Chief Financial Officer

Quintet Private Bank has announced the appointment of Dr. Otto Huber as Group Chief Financial Officer and a member of the Authorized Management Committee, succeeding Nicholas Harvey.   Huber joins Quintet from Bank Vontobel in Switzerland, where he most recently served as Head of Structured Solutions & Treasury. In this role, he was responsible for […]
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Executive Moves

Benjamin Lucas appointed CEO of Aztec Group

Aztec Group has announced the appointment of Benjamin Lucas as Chief Executive Officer.   Benjamin joins Aztec Group from Amundi Technology, where he served as Chief Executive Officer, leading a global financial technology platform serving investment and wealth management clients. Prior to Amundi Technology he held senior leadership roles at EY and KPMG, where he […]
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Executive Moves

Consultant Joins Alex Picot Trust

Independent and owner-managed Jersey Trust Company Alex Picot Trust has announced the appointment of Simon Morgan as a part time Consultant to the firm.   Mr Morgan brings more than 40 years of experience in the private client industry, having held senior roles working in Jersey and the Cayman Islands.   He has also held a […]
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Executive Moves

Ex-fund manager joins Zwei Wealth as partner

Zwei Wealth has added yet another partner with the appointment of Jochen Gass, the firm announced.   Gass will operate as a wealth officer and adviser. He began his career at Deutsche Bank in Frankfurt and worked at a few banks before moving to Löwenfonds in Vaduz, where he worked as a fund manager for […]
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Executive Moves

Rathbones appoints Head of Investment Management – Channel Islands

Rathbones has announced the promotion of Joel Graves, CFA, to the role of Head of Investment Management – Channel Islands.   Joel has been a central figure within Rathbones’ offshore investment team, bringing expertise, strong leadership, and a commitment to delivering exceptional client outcomes.   As Head of Investment Management, Joel will oversee the ongoing […]
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Executive Moves

Centuria Capital expands HNW, family office with dual hire

Centuria Capital Group has bolstered its distribution team with two senior hires.    The ASX-listed investment manager specialises in listed and unlisted real estate funds and tax-effective investment bonds and has $21.8 billion in assets under management (AUM).    Expanding its distribution team, Centuria has hired Gracian Marando and Crystal Wang as senior members of […]
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Executive Moves

Global Wealth Visionary Dr. Anna Maria Panasiuk Appointed to Prestigious Forbes Finance Council

Dr. Anna Maria Panasiuk, a veteran Wealth Advisor overseeing wealth advisory and asset relocation services and the Managing Partner of Panasiuk & Partners, has been accepted into the Forbes Finance Council, an invitation-only community for world-class financial executives.   With a career span of over 25 years, Dr. Anna Maria Panasiuk has become a definitive […]
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Executive Moves

Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

Orion has announced that Yi‑Ching Wu has joined the company as Executive Vice President of Wealth Management Product and Platform. In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.   With increasing demand from advisors for more integrated, scalable wealth management solutions, Wu will focus on advancing […]
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Executive Moves

New partner at Two Wealth

Jochen Gass will become another partner at Zwei Wealth. As Wealth Officer, he will be responsible for managing client mandates and joins from Julius Baer.   According to a press release , Jochen Gass has gained comprehensive experience in all facets of the international financial markets. He began his career at Deutsche Bank AG in […]
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Executive Moves

Quilter appoints PIMCO for new Global Government Bond fund

Quilter has announced the launch of the Quilter Investors Global Government Bond fund, appointing PIMCO to manage the new mandate.   Quilter’s WealthSelect Managed Portfolio Service has immediately introduced the new fund into its Managed portfolios as part of a recent ad hoc rebalance.    The new holding is being partly funded by a reduction […]
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Executive Moves

LGT appoints CEO for its wealth management business in Thailand

LGT continues to strengthen its leadership team in Thailand with the appointment of Anchalee Bunsongsikul as Chief Executive Officer of LGT Securities (Thailand) Limited ("LGT Thailand"). This senior management hire underlines the strategic importance of Thailand for LGT and reflects the firm's commitment to further expanding its presence in the market.   With over three […]
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Executive Moves

Annelis Lüscher Hämmerli is the new chairwoman of the board of directors of BEKB.

At its Annual General Meeting on May 12, 2026, Berner Kantonalbank AG elected Annelis Lüscher Hämmerli as the new Chair of the Board of Directors. She assumes the position with immediate effect and succeeds Antoinette Hunziker-Ebneter.   With this election, BEKB is prioritizing continuity, stability, and the long-term development of the bank. Annelis Lüscher Hämmerli […]
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