Promotions at the Obwaldner Kantonalbank
The bank council, management and all employees warmly congratulate those promoted and wish them much success and satisfaction in their responsible positions.
Executive Moves
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Vontobel appoints new Head of Corporate Communications
She has a strong track record and extensive experience in communications and global public relations.
Rathbones adds two senior hires to the team
In his new role working with private clients, local intermediaries and trustees, he will be actively involved in client and portfolio management as part of the investment team.
Nucleus chief digital officer Andrew Smith announces departure
Rowney added that Smith has been part of the Nucleus leadership team for the past two years and “his support and contribution through the integration of Nucleus and James Hay has been invaluable”.
Truist Appoints New Head Of Wealth Management
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
Quilter poaches Abrdn’s Canning for business development manager
Canning will report to Folley and will be focused on building long-term strategic relationships with financial advisers.
Financial Planner joins growing Scottish wealth manager
Kevin will be a great addition to our Edinburgh office and we look forward to having him on board
Bridgeworth and Savant Congratulate Five New Member-Owners
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
Coutts appoints Alena Kosava as investment director
Former AJ Bell research head exited the platform in June
Sun Life Singapore Welcomes New CEO for 2024
He will report to Karim Gilani, the President of Greater China, Singapore, and International High Net Worth at Sun Life Financial.
GAM investment chief takes over fund as outperformer exits
Albert Saporta joined GAM’s management in October after vocally supporting the firm’s takeover earlier this year.
LPL Financial Welcomes Best Wealth Management
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.