Executive Moves Archives - Page 473 of 924

Mason Stevens appoints Citi Securities Services to provide custody and funds administration services

May 1, 2023

This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.

Executive Moves

Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer

May 1, 2023

Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business

Executive Moves

Former UBS Wealth Co-Head Tom Naratil Returning to Oversee Credit Suisse Integration

May 1, 2023

Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.

Executive Moves

Investment duo complete Wealth Manager Buyout

April 28, 2023

Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management

Executive Moves

Former Olympian to lead Ord Minnett’s private wealth team

April 28, 2023

Frank Hegerty had first joined the wealth management group in 2020 as state manager for Victoria and South Australia.

Executive Moves

Tsangs Group appoints North America director

April 28, 2023

The Hong Kong-based family office has hired Christopher Myers to help it explore opportunities in the region.

Executive Moves

Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates

April 28, 2023

She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.

Executive Moves

Burkhard Varnholt appointed Global Chief Investment Officer

April 28, 2023

In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.

Executive Moves