Executive Moves Archives - Page 516 of 924

We’ve appointed Dr John Murton CMG as Senior Sustainability Advisor

January 10, 2023

He joins Standard Chartered after three successful years in his most recent role as the UK government’s COP26 Envoy, coordinating the UK’s climate diplomacy for COP26 in Glasgow.

Executive Moves

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

January 10, 2023

Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Executive Moves

Two firms exit Alliance of Swiss Wealth Managers

January 10, 2023

Stanhope Capital and Weibel Hess & Partners have left the association.

Executive Moves

Ex-UBS Basel wealth management head joins Top 50 IAM board

January 10, 2023

Roman Jermann worked for UBS for over two decades.

Executive Moves

Head of stock exchange trading leaves SIX

January 10, 2023

Thomas Zeeb will leave the company at the end of January 2023.

Executive Moves

Nedbank Private Wealth strengthens Jersey Wealth Management Team

January 10, 2023

Richard Tribe has been appointed as a senior private banker and brings more than 35 years’ experience in the offshore financial industry.

Executive Moves

7IM ESG fund manager retires

January 10, 2023

Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.

Executive Moves

Leo Wealth Nets Former Pictet Banker

January 9, 2023

In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.

Executive Moves

Morningstar Appoints Singapore Director in ESG Arm

January 9, 2023

Asazuma joined Morningstar Sustainalytics in its Tokyo office in 2019 after 20 years with Nomura Securities in Singapore, Hong Kong and London.

Executive Moves

Goldman Sachs Adds Former Raymond James Team to Custody Platform

January 9, 2023

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

Executive Moves

Socius Family Office – Announces Ron Tenhagen as Chief Investment Officer

January 9, 2023

Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research.

Executive Moves

Blackrock Veteran Named as APAC Wealth Head

January 9, 2023

Previously, he also worked at Barclays and BGI, which was acquired by BlackRock in 2008.

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