Executive Moves

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Executive Moves

Mirko Mandola appointed Head of Bonhôte-Immobilier SICAV

Bonhôte-Immobilier SICAV celebrates its 20th anniversary under new governance with the appointment of Mirko Mandola as head of the Bank's real estate fund, following the early retirement of Stéphane Picci.   2026 marks the 20th anniversary of Bonhôte-Immobilier SICAV. With a strong portfolio, an experienced team, and attractive prospects, the Banque Bonhôte real estate fund […]
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Executive Moves

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

SEI has announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services. In this newly established role, Provencher will lead the expansion and scaling of SEI’s Professional Services offering across markets, further strengthening SEI’s role as a strategic partner in helping clients transform their businesses.   Provencher will be responsible for advancing […]
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Executive Moves

Genesis Wealth adds $725 million advisor as breakaway momentum continues

The movement of experienced advisors from traditional financial institutions to independent wealth management platforms continues to gain momentum.   Genesis Wealth announced Thursday that Alan Feutz, a veteran advisor who previously oversaw approximately $725 million in client assets at JPMorgan Securities, has joined the firm as a partner and wealth advisor.   Based in Deerfield, […]
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Executive Moves

Raymond James retires Charles Stanley brand in UK

Raymond James is bringing its UK wealth operations together under one name, ending use of the Charles Stanley brand.    The decision follows the integration work completed since it bought Charles Stanley in January 2022 and represents the next step in operating as a single business in the UK.    The change to the Raymond […]
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Executive Moves

RBC WM strengthens private banking capabilities in HK

RBC Wealth Management has announced the appointment of several senior private bankers in Hong Kong.   “These appointments reinforce the bank’s commitment to strategic recruitment and its ability to serve clients with complex, multi-jurisdictional wealth planning needs as the only Canadian bank offering comprehensive wealth management services in the region,” according to a statement by […]
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Executive Moves

Suntera appoints new Global Head of Private Wealth

Suntera Global has appointed Chris Marquis as the firm’s new Global Head of Private Wealth.   In his new role, Chris will lead Suntera’s global Private Wealth business, with a focus on enhancing its existing client offering, accelerating growth across key jurisdictions, and continuing to build a strong, client-led business for the future. He will […]
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Executive Moves

KPMG Switzerland appoints banking expert as CEO

The partners of KPMG Switzerland have  elected Pascal Sprenger as their new CEO. The company announced this  on Wednesday . Sprenger will take office on October 1, 2026.   He succeeds Stefan Pfister , who led KPMG Switzerland for twelve years. Pfister will remain involved in a senior role within the KPMG network until March […]
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Executive Moves

Pacific Asset Management appoints multi-asset solutions director

Former Timeline business development manager Tim Field has joined the Pacific Asset Management team as director of multi-asset solutions.   In the new role, Field will be responsible for the distribution of Pacific’s technology-enabled adviser solutions in the North of England, reporting to Freddie Streeter, head of multi-asset solutions.   Field said: “Having spent much […]
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Executive Moves

UBS GWM hires Australia market team head

Damian Robinson will be joining UBS Global Wealth Management Australia from JBWere.   According to an internal memo seen by FSA, Damian Robinson will be joining UBS Global Wealth Management (GWM) Australia as market team head, effective 13 July 2026.   Robinson will be based in Sydney and report to Andrew Bird, head of GWM […]
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