Executive Moves

9432 articles found

Executive Moves

Cresset Appoints Mark Tremblay as Head of Family Office Services

Cresset has announced that it has appointed Mark Tremblay as Executive Managing Director, Head of Family Office Services. Tremblay brings more than 20 years of leadership experience in the wealth management industry with significant experience in investments, operations, and client service delivery. He will be based out of Cresset's New York office and will join […]
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Executive Moves

Markus Kumschick is the new PensExpert head for Zurich and Northwest Switzerland

PensExpert has gained an extremely experienced, well-connected and socially competent new head for the Zurich region and Northwest Switzerland in former Vontobel Head Wealth Planning Markus Kumschick.   PensExpert is strengthening its regional presence and has appointed Markus Kumschick as Head of the Zurich & Northwest Switzerland region, effective April 1st. With this move, the […]
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Executive Moves

Coutts appoints senior lead to drive digital assets strategy

Coutts has hired a digital asset strategy and delivery lead for its Private Banking & Wealth Management (PBWM) business.   Sarah Dow joins from Lloyds Banking Group to head up the development and implementation of Coutts digital assets strategy, working across key product areas including Everyday Banking, Investments and Lending to ensure a joined-up approach. […]
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Executive Moves

IQ-EQ appoints Head of Asset Owners for APAC, reflecting expansion of regional service offering

We’ve appointed Wyn James as our new Head of Asset Owners for Asia-Pacific (APAC). This newly created position reflects our strengthening focus on institutional asset owners in APAC – including sovereign wealth funds (SWFs), pension funds, insurers and family offices – as the region’s capital base continues to grow and allocations to private markets increase. […]
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Executive Moves

Reyl Intesa Sanpaolo adds investment experts to board

Reyl Intesa Sanpaolo has added Giuseppe Distefano and Davide Elli to its board of directors.   The duo were approved by Finma last week, a spokesperson for the private bank confirmed to Citywire. Their appointment follows Liane Elias Hoffmann taking over as chair and several senior departures, as Citywire revealed.   Distefano is also vice […]
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Executive Moves

Roman Gubser becomes a new partner at SwissLegal Aarau

Roman Gubser has worked in the financial industry for over twenty years. He has proven experience in commercial and financial market law, as well as extensive expertise in digitalization and technology.    A key focus of his work is providing legal support for digitalization projects, particularly in the areas of data law, IT and cloud […]
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Executive Moves

Julie Gallagher takes the helm at Richardson Wealth

In March, Julie Gallagher was named head of Richardson Wealth, a $46-billion wealth management firm — and the newest piece of iA Financial Corp.’s multi-pronged wealth business.   The role is a critical one for Richardson, which has built a strong brand in wealth management. It’s also critical for iA Financial, which completed the acquisition […]
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