Executive Moves

9432 articles found

Executive Moves

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest   Evelyn Partners has announced that, upon completion of its acquisition by NatWest Group plc, Paul Geddes, Chief Executive Officer, and Alex Gersh, Chief Financial Officer, will step down from their roles.   Evelyn Partners Group Limited […]
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Executive Moves

UBS Announces Leadership Appointments in the Southeast US Region

UBS Wealth Management USA has announced two leadership appointments in its Southeast Wealth Management Region.   The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others.   […]
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Executive Moves

Mirabaud Asset Management appoints Caroline Desclaux as Head of Sales France

Mirabaud Asset Management has announced the appointment of Caroline Desclaux as Head of Sales for France, joining the business on 19th May and reporting to CEO, Umberto Boccato. Based in Paris, Caroline will lead the firm’s commercial development in the region across institutional and wholesale investors.   This appointment reflects Mirabaud Asset Management’s continued commitment […]
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Executive Moves

Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management

The Guardian Life Insurance Company of America has announced it has appointed Nancy DeRusso as Head of Client Solutions, a role central to furthering the firm's holistic planning approach to wealth management.   In this role, DeRusso will provide senior leadership across Guardian's protection and wealth strategy, helping shape how planning, investment capabilities, and intellectual […]
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Executive Moves

Aberdeen hires new equities head from APG

Aberdeen has hired Herman Bots to head its £46bn (€53bn) global equities franchise.    Bots joins the firm after 17 years at Dutch pension investor, APG, where he was managing director of equities. He will take on the position in July this year.    In his new role as global head at Aberdeen Investments, Bots […]
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Executive Moves

Ex-Credit Suisse research bosses team up to advise private banks

Property investment expert Olafur Margeirsson is to join independent adviser Macro Real Estate as a partner on Monday.   Margeirsson most recently worked for UBS Asset Management, where he was head of real estate research and strategy for EMEA, excluding Switzerland, Germany and Austria.   He was previously responsible for real estate research and strategy […]
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Executive Moves

Ex-Helvetia asset manager takes new investment strategy role

Experienced asset manager Sammy Ebstein has joined MS Reinsurance as head of investment strategy development, Citywire can reveal.   Ebstein, who held senior roles in the asset management unit of Helvetia and sat on the investment committee of the company pension fund, started in the new role on 13 April. His former company merged with […]
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Executive Moves

Oddo BHF's Swiss client coverage head departs

Experienced wealth manager Alix de Renty has announced her departure from Oddo BHF after 13 years via a LinkedIn post.    She was head of client coverage at the private bank’s Swiss unit and co-founded of its Ladies Bank, an initiative which aims to promote finance for women, in 2014.   The bank confirmed her […]
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Executive Moves

Promotions at SZKB in 2026

SZKB warmly congratulates the promoted employees and wishes them much success and satisfaction in their field of work.   name position Barsaumo Melanie Senior Individual Client Advisor Leonie Betschart Specialist in estate administration Bugmann Sandro Senior Investment Advisor Bünter Marcel Senior Specialist Central Cash Supply Guarantor Stefan Expert for commercial clients Florian Deiss Expert Research […]
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