Executive Moves

Executive Moves

BNP Paribas Wealth Management Announces New CEO for Middle East Operations

September 11, 2023

He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.

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Executive Moves

Orion Taps AssetMark’s Natalie Wolfsen as New CEO

September 11, 2023

Wolfsen will take over CEO Eric Clarke's role in mid-October.

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Executive Moves

We’ve appointed Mike Tan as new Global Head of Wealth Planning & Family Advisory

September 11, 2023

Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.

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Executive Moves

Macquarie Asset Management expands private wealth capabilities with senior appointment

September 11, 2023

Henry joins Macquarie Asset Management after 12-years at Barings

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Executive Moves

Julius Bär Gruppe : Baer strengthens its Italy & Ticino coverage with the appointment of a new Market Head Italy and new teams

September 11, 2023

Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.

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Executive Moves

Lombard Odier poaches five Credit Suisse investment specialists

September 11, 2023

Roxane Straub, Neil McDaniel, Kim Blaser, Philippe Carey and Clément Dumur have left Credit Suisse for Lombard Odier Group.

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Executive Moves

Vontobel Wealth Management Appoints Director

September 8, 2023

Birri will be responsible for driving growth in Latin America.

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Executive Moves

Northern Trust Asset Management Names New CIO of Global Asset Allocation

September 8, 2023

Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position

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Executive Moves

Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives

September 8, 2023

Brookfield Oaktree Wealth Solutions was formally launched in April 2021

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Executive Moves

Cohen & Steers appoints head of wealth for Asia Pacific

September 8, 2023

Liyen Wee will be responsible for establishing and managing relationships with financial intermediaries in the region.

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Executive Moves

MKC Wealth appoints former Quilter head as MD

September 8, 2023

In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.

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Executive Moves

Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business

September 8, 2023

Bob Schifellite to become Chairman of Investor Communication Solutions

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