Executive Moves Archives - Page 522 of 943

Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and the Caribbean

January 31, 2023

Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.

Executive Moves

PIMFA delighted to welcome Paul Stockton and Stuart Dodson to its Board of Directors

January 31, 2023

He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.

Executive Moves

Credit Suisse Poaches Talent For Zurich's Affluent

January 31, 2023

Prior to her role at Postfinance, she worked in business development at Migros Bank.

Executive Moves

Credit Suisse Geneva private banking trio exit

January 31, 2023

Credit Suisse’s Latin America desk in Switzerland has suffered another bout of exits from its private banking unit just a few months after losing one of its regional teams.

Executive Moves

Rachel Stace named Director in Grant Thornton private tax wing

January 31, 2023

She is a trusted and knowledgeable professional who is well versed in complex matters within tax, making her a valuable asset to the team.

Executive Moves

SocGen Private Banking Switzerland appoints financial intermediaries head

January 31, 2023

He has worked for BNP Paribas since 2004, most recently managing the financial intermediaries and Latin America markets in the Swiss wealth management division.

Executive Moves

Preston Legal names Nick Marshall as Partner

January 31, 2023

Nick was a Partner with various law

Executive Moves

Credit Suisse Reshuffles Southeast Asia Leadership

January 30, 2023

He was appointed as market group head Indonesia and Malaysia in November 2022 as part of a broader reorganization of the APAC wealth business.

Executive Moves

Natixis Appoints Investment Banking COO in APAC

January 30, 2023

Based in Hong Kong, she reports to APAC CEO Bruno Le Saint and global COO Florence Brieu.

Executive Moves

Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco

January 30, 2023

We believe we have the strongest platform for Private Wealth Advisors in the industry

Executive Moves

$340 million advisor team joins UBS in Hartford, Connecticut

January 30, 2023

David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.

Executive Moves

Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

January 30, 2023

There is increasing demand for pensions solutions in Switzerland, providing growth potential for the Wealth Management business in this area.

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