Executive Moves

9202 articles found

Executive Moves

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Leading private markets investment management firm Hamilton Lane have announced senior promotions and new appointments across its Investment, Client Solutions, Portfolio Management, Legal, Finance and Operations Teams.    The firm recognized the promotions of the following individuals to Managing Director:  Anastasia Di Carlo, Client Solutions  Brian Reilly, Taft-Hartley  Emily Lozada, Investment Legal  Jan Verstraete, Secondary […]
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Executive Moves

Bank von Roll Expands Its Executive Board

The Zurich-based private bank owned by the von Finck family has appointed two new members to its executive board. Michael Schnetzer has been with Bank von Roll since 2022, while Philipp Würmli joins from Bergos.   According to a statement released on Tuesday, Michael Schnetzer has played a key role in shaping the bank’s asset […]
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Executive Moves

Bank appoints investment advisory boss

Bank Thalwil has promoted Michael Signer to head of investment advisory.   ‘My responsibility primarily lies in presenting the broad range of investment solutions offered by Bank Thalwil to our HNWI clients,’ he confirmed to Citywire.   This includes advising on digital assets and developing new groups of customers. He also still manages his own […]
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Executive Moves

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Mercer Global Advisors, the Denver-headquartered registered investment advisor with $96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions officer. She takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.    Nims joins from Morgan Stanley, where she […]
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Executive Moves

Stonehage Fleming appoints deputy portfolio manager

London-based growth equity boutique Stonehage Fleming has appointed Prandhana Naidu as deputy portfolio manager of the firm’s Global Best Ideas (GBI) Equity Strategy, which manages $4bn in assets.   Naidu, who continues her role as senior equity research analyst within the GBI team, will co-manage the flagship strategy alongside Carolyn Bell, who became lead portfolio […]
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Executive Moves

Klay Group names client adviser MD

Klay Group, a boutique financial services firm providing wealth management, multi-family office, asset management, and corporate advisory services to ultra-high-net-worth families and institutions, has appointed Gaurav Gupta as managing director – client advisor.   Based in Singapore, Gupta will report to Arjun Anand, chief executive officer (Apac), and will advise ultra-high-net-worth clients across Asia on […]
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Executive Moves

Fulcrum Asset Management names Richard Banh as General Counsel

Fulcrum Asset Management has announced Richard Banh has joined the firm as General Counsel. He will report to Joe Davidson, Managing Partner.   Richard Banh joins from Fidante Partners Europe, part of the ASX-listed Challenger Limited group which formed a strategic partnership with Fulcrum in October 2025.   London-based Richard was Head of Legal and […]
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Executive Moves

3T Family Office founder joins Geneva wealth group

Seasoned wealth manager Kristinn Kristinsson joined Jar Capital in Geneva at the start of the month.   He is now a partner and senior relationship manager at the firm, which is a holding company bringing together independent wealth management firms.   He focuses on delivering customised wealth management solutions to ultra-high-net-worth individuals and family principals. […]
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Executive Moves

Bantleon expands convertible bond management

Asset manager Bantleon is strengthening its convertible bond management practice in Zurich and has appointed Louis Steinbrunner as a portfolio manager.    He will focus on the quantitative and qualitative analysis of international convertible bond issuers. Louis Steinbrunner has five years of professional experience in asset management. Most recently, he worked as a convertible bond […]
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