Executive Moves

9432 articles found

Executive Moves

UBS appoints new management team in the Valais region

UBS in the Valais region is undergoing a number of personnel changes following the retirement of the regional manager.   UBS Regional Director and Head of Corporate & Real Estate Banking (C&RE) Iwan Willisch has announced his departure effective at the beginning of October.   This is according to an internal memo from the major […]
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Executive Moves

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Northern Trust Wealth Management has appointed Rebekah Rice as Senior Managing Director of the Tampa Bay Market, succeeding Dan Honegger, who has served in the role since 2004.   Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance. Honegger will remain in Tampa Bay and assume leadership of […]
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Executive Moves

Private wealth specialist joins Equiom Isle of Man board

Equiom has appointed Vicky Kinrade to the Board of Equiom (Isle of Man).   Vicky joins the Board as Executive Director, Private Wealth & Family Office, bringing more than 20 years’ experience across fiduciary services, governance and complex client structuring.   An experienced trustee and director, Vicky works closely with high and ultra-high-net-worth individuals, families […]
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Executive Moves

Vontobel CEO: "It annoys me that we downplay our strengths"

Georg Schubiger, Co-CEO of Vontobel, talks about the advantages of Switzerland as a financial center, the expansion into Germany and the USA, the role of AI in customer advice – and why personal contact remains indispensable.   Mr. Schubiger, geopolitical tensions are increasing, and the global economy seems more fragile than ever. Is Switzerland currently […]
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Executive Moves

Pretium Invest appoints new CIO

According to a press release, Jan Suwelack has been appointed Chief Investment Officer (CIO) of Pretium Invest AG, effective September 1, 2026. He will also become a member of the management board.   In his role as CIO, Jan Suwelack will assume overall responsibility for the portfolio management, asset management and investment management areas of […]
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Executive Moves

Old Mutual taps external talent for new business leaders

Old Mutual has turned to outside talent to fill a series of senior leadership positions across three of its core businesses.   The insurer and financial services group announced on Tuesday that it had appointed five executives from outside the organisation to leadership roles spanning Old Mutual Life and Savings, OM Bank, and Old Mutual […]
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Executive Moves

SEI Appoints Head of International Private Banking and Wealth Management Services

SEI has announced that Barry Frame has joined the company as Head of International Private Banking and Wealth Management Services. This appointment further strengthens the leadership team of SEI’s international business.   Frame will be responsible for SEI’s international private banking and wealth management business, leading commercial strategy and sales execution, deepening key client relationships, […]
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Executive Moves

Loeb & Loeb Expands Private Client Litigation Capabilities with Veteran Litigator

Loeb & Loeb has announced the arrival of Angelo Grasso, a leading trust and estates litigator, who joins the firm’s Private Client group in the New York office. Grasso’s addition continues the firm’s strategic expansion of its nationally recognized Private Client platform as demand grows for sophisticated counsel on complex wealth, fiduciary and family governance […]
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Executive Moves

Catherine Bessant joins Truist board of directors

Truist Financial Corporation has announced that its board appointed Catherine Bessant to join as a director. Bessant will serve on the board's risk committee.     "We're delighted to welcome Cathy, with her deep experience in financial services and philanthropy to the Truist board of directors," said Truist Chairman and CEO Bill Rogers.    "Cathy's impressive […]
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