Executive Moves

9202 articles found

Executive Moves

FNZ appoints Andy Brodie as Group Head of FNZ UK

FNZ has announced the appointment of Andy Brodie as Group Head of FNZ UK.   Andy joined FNZ two months ago and brings more than 15 years’ executive experience in the financial services industry, most recently serving as Chief Operating Officer at Rathbones Group, with prior leadership roles at Aberdeen and Barclays.    Andy brings […]
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Executive Moves

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO).   Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices. GFO is the fastest-growing segment of Wealth Management, serving more than 550 clients with an average net […]
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Executive Moves

Centricity WealthTech appoints Kartik Kini as strategy, execution head for Invictus

Centricity WealthTech on Monday announced the appointment of Kartik Kini as Chief Strategy and Execution Officer for its high-net-worth vertical, Invictus.   The appointment is aimed at strengthening the firm's focus on high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) under its Invictus platform, the tech-enabled wealth management startup said in a statement.   Kini, who […]
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Executive Moves

Jason Burgoyne joins Highvern and Permian as Group COO

We are delighted to welcome Jason Burgoyne, who joins Highvern & Permian today as Group Chief Operating Officer and member of our Group Executive Committee.   Based in the UK, Jason will be working with colleagues across our business, bringing deep client and operational expertise as we continue to enhance our processes and capabilities to […]
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Executive Moves

Masttro Appoints Dan Gorlick as Chief Product Officer

Masttro has announced the appointment of Dan Gorlick as Chief Product Officer.   Mr. Gorlick joins Masttro as the company continues to expand its client base to over 400 firms in more than 40 countries, with 10,000+ end clients globally. His appointment reflects Masttro’s continued investment in product innovation at a time when family offices […]
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Executive Moves

Lombard Odier further strengthens Asia leadership team with appointment of Edwin Tan

Lombard Odier has announced the appointment of Edwin Tan as Market Head for Southeast Asia, effective 13 July 2026, further expanding the Bank’s leadership team and client capabilities in Asia.   Edwin brings close to three decades of industry experience with a proven track record in driving business growth, deepening client relationships and leading high-performing […]
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Executive Moves

Arcpoint lands mandates from trio of Sydney wealth firms

Arcpoint OCIO was founded earlier this year by former Mason Stevens chief investment officer Jacqui Fernley.   She had worked at Mason Stevens for almost four years where she oversaw around $9 billion in assets but left in October 2025 to set up arcpoint.   Her firm works with adviser-led practices, family offices and foundations […]
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Executive Moves

Claude Penneveyre will become team leader of wealth management.

Claude Penneveyre will take over as head of the wealth management team at Raiffeisenbank Thalwil on October 1, 2026. With this appointment, Raiffeisenbank Thalwil is strategically strengthening its advisory expertise in the demanding segment of high-net-worth individuals and sending a clear signal of continuity and further growth in its investment business.   There is a […]
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Executive Moves

Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board

Smart Wealth Asset Management has appointed veteran financial author and AI expert Angelo Calvello to its advisory board. The former Man Group executive brings three decades of institutional experience to the Zurich-based firm.   Smart Wealth Asset Management has named Angelo Calvello to its advisory board. The move is designed to deepen the firm's institutional […]
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