Executive Moves

9431 articles found

Executive Moves

Former Schroders CEO joins Chikara Investments

Peter Harrison, former group CEO at Schroders PLC between March 2016 and November 2024, has joined Chikara Investments as strategic advisor to the firm.   In the new role, Harrison will use his industry experience to work with the leadership team and support Chikara’s continued growth and long-term strategic investment.   Harrison has over 35 […]
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Executive Moves

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

SEI has announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI’s Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams.   In this newly […]
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Executive Moves

Global:Prudential appoints new CEO of Wealth

Prudential plc has appointed Ms Donna Cotter as CEO of Wealth. Her appointment was effective 1 June 2026.   An insurance and wealth management veteran, Ms Cotter will lead a new standalone wealth business for Prudential, focussed on building capabilities to capture high-net-worth opportunities across Asia, according to a LinkedIn post by the insurer.   […]
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Executive Moves

Citi Expands Asia-Pacific DCM Team

Citi has appointed two senior leveraged finance bankers to its debt capital markets (DCM) team in Asia-Pacific as it continues to strengthen its financing capabilities across the region.   The bank announced that Anthony Yap will join as Head of Leveraged Finance for Australia and New Zealand, while Maria Chua will join as a Director […]
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Executive Moves

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management

LPL Financial LLC announced that financial advisor Daniel Zacharias has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm.    Zacharias reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins from UBS Financial Services.   Zacharias has almost […]
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Executive Moves

Vontobel Co-CEO to Lead Swiss Wealth Management Banks Association

Georg Schubiger, Co-CEO of Vontobel, has been elected president of the Association of Swiss Asset and Wealth Management Banks (VAV), succeeding EFG International chief executive Giorgio Pradelli as the industry group prepares for a new leadership chapter.   The Association of Swiss Asset and Wealth Management Banks (VAV) has elected Georg Schubiger, Co-CEO of Vontobel, […]
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Executive Moves

Citi appoints Rajeev Garg as new Head of Wealth for the UAE

Citi has announced the appointment of Rajeev Garg as the new Head of Wealth for Citibank N.A., UAE, effective June 18, 2026.   Garg will lead the strategic advancement and performance of Citi’s Wealth vertical (Citigold, Citigold Private Client and Credit Cards) in the UAE, while strengthening the business’s risk and control framework in line […]
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Executive Moves

Crestbridge Fiduciary appoints Katherine Gamlin as Director

Crestbridge Fiduciary has strengthened its senior team with the appointment of experienced family office professional Katherine Gamlin as Director – Client and Commercial Strategy.   Based in Jersey, Katherine specialises in leading client and intermediary relationships and in her new role will be integral to driving Crestbridge’s growth ambitions and supporting the firm’s commercial approach […]
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Executive Moves

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

UBS Wealth Management has announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets.   The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm’s Southeast Region is led by Regional Director Julie Fox. […]
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