Executive Moves

9183 articles found

Executive Moves

Featured Mover: Sean Killen | Fulton Private Bank

Fulton Bank, a premier community bank in the Mid-Atlantic region, recently promoted Sean Killen to the newly-created role of Director of Private Banking Transformation. Killen will develop and implement the strategy to further develop a personalized banking experience for Fulton Private Bank clients.   Killen previously served as Fulton Bank’s Consumer Sales Manager in the […]
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Executive Moves

Integritas Wealth Partners appoints Senior Wealth Partner

Integritas Wealth Partners has appointed Paul Raphael as Senior Wealth Partner.   Paul joined Integritas in July 2026, bringing extensive experience advising private clients on investments, financial planning and the management of their wealth.   Having spent significant periods of his career in both Jersey and London with UBS and Coutts, Paul has worked with […]
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Executive Moves

JBNWM hires veteran sales leader for Japan wealth push

Junichiro Ozawa has joined Julius Baer Nomura Wealth Management (JBNWM) as head of sales and Japan representative, effective 3 August 2026, pending regulatory approval.   Based in Tokyo, he is a member of the executive board of JBNWM and reports to Christian Cappelli, CEO Julius Baer Nomura Wealth Management.   In this role, Ozawa-san is […]
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Executive Moves

LGT Wealth Management Australia appoints Willem Strydom as new Chief Technology Officer

Based in Sydney, Willem will lead LGT Wealth Management Australia’s technology strategy and oversee the continued development of its platforms, engineering capabilities, data infrastructure and AI initiatives. His focus will be on helping advisers deliver even more tailored and consistent advice as clients’ needs become increasingly sophisticated.   Willem brings more than 26 years of […]
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Executive Moves

Ex-UBS star selector joins Raiffeisen Switzerland

A former UBS and Credit Suisse fund selection stalwart has joined Raiffeisen Switzerland’s investment advisory team.   Katarzyna Willi spent over 25 years at Credit Suisse and then UBS, finishing as a senior fund analyst.   At Credit Suisse, she held roles including head of equity research and manager selection.   She has now joined […]
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Executive Moves

SJP adds four new partner practices to network

St James’s Place (SJP) has added four new partner practices to its network.   Larry Yesufu, Matthew Kemp, Mitchell Hough and Richard Woods have joined SJP as advisers, bringing decades of combined financial services and wealth management experience to the partnership.   Yesufu of Heightgate Financial Associates moves from Quilter where he served as a […]
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