Executive Moves

9202 articles found

Executive Moves

Raymond James Appoints New COO for Private Client Group

Raymond James has appointed Patrick O’Connor as chief operating officer of its U.S. Private Client Group, effective May 15. O’Connor will oversee growth initiatives, strategy execution, education and support functions across all affiliation models within PCG.   O’Connor, who has been with Raymond James for 24 years, previously served as COO of Raymond James & […]
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Executive Moves

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Singaporean lender OCBC has appointed Fernando Baay as head of private banking in Jakarta to lead its operations in Indonesia.   Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform. OCBC’s private banking arm, Bank of Singapore, currently has no presence in Indonesia. […]
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Executive Moves

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

EFG International AG, the Swiss wealth manager backed by Greece’s billionaire Latsis family, has added a pair of Citigroup Inc. veterans as the private bank builds up its operations in the UK capital.   Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan […]
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Executive Moves

Absolute Financial Group appoints chief compliance officer

Absolute Financial Group has appointed Jaspreet Dhariwal as chief compliance officer.   Dhariwal joins with over 18 years’ experience, most recently at Verso as chief compliance and risk officer.    She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.    Her background includes working with consolidator businesses, which […]
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Executive Moves

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

First Horizon Bank has announced that Rite Moisio has joined the company as Director of Private Client Banking for the New Orleans market, reinforcing its focus on expanding services for high-net-worth individuals and families in the region.   Moisio brings extensive experience in private banking and wealth management, with a career rooted in serving affluent […]
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Executive Moves

Bank von Roll reveals private banking boss in reshuffle

Bank von Roll has added Philipp Würmli and Michael Schnetzer to the executive board, it announced today.   As head of private banking, Würmli takes over responsibility for the bank’s core business. He previously worked as head of private banking Switzerland at Bergos.   Before that, he spent over two decades at Zürcher Kantonalbank, latterly […]
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Executive Moves

J.P. Morgan Welcomes a New Banker and Managing Director

The private bank of J.P. Morgan has a new executive among its ranks, who was recently hired as a banker and Managing Director. This is Pablo Artigas, a professional with more than 19 years of experience in the financial industry, holding a variety of roles between Santiago and New York.   According to the firm’s […]
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Executive Moves

DBS names new Chief Sustainability Officer

DBS has announced the appointment of Kelvin Wong as Chief Sustainability Officer with effect from 11 May. He takes over the reins from Helge Muenkel who will be leaving the bank as he relocates overseas.   Wong joined DBS in 2016 and is currently Managing Director and Head of Energy, Renewables and Infrastructure in the […]
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Executive Moves

Hightower Appoints Roberto Stewart as President and Chief Business Officer

Hightower has announced the appointment of Roberto Stewart as President and Chief Business Officer (CBO), effective immediately.    A seasoned operating executive with more than three decades of leadership experience, Stewart will lead enterprise services and support the firm’s next phase of growth by advancing Hightower One, Hightower’s back- and middle-office platform.   His focus […]
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