Executive Moves Archives - Page 539 of 923

Peregrine Wealth announces internal promotion

November 2, 2022

In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.

Executive Moves

Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts

November 2, 2022

Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors

Executive Moves

Morgan Stanley Wealth Management boss Ian Chambers to retire

November 2, 2022

It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.

Executive Moves

EFG International announces changes to Board of Directors and to leadership team

November 1, 2022

She will succeed Steven

Executive Moves

Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO

November 1, 2022

The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.

Executive Moves

Brooks Macdonald International promotes two

November 1, 2022

In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.

Executive Moves

Cyrill Moser becomes partner and head of provider management at ZWEI Wealth

November 1, 2022

At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.

Executive Moves

Credit Suisse Loses Key Executive Within Private Bank

November 1, 2022

The senior executive was promoted to head of financing and products across wealth management globally less than a year ago

Executive Moves

M&G Wealth appoints former Sesame Bankhall boss as advice CEO

November 1, 2022

The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.

Executive Moves

SJP appoints new director amid board shake-up

October 31, 2022

He joins from multinational insurance company Marsh & McLennan.

Executive Moves

Lombard Odier Names Sucessor to Asia CIO

October 31, 2022

He will be replaced by Yankai Shao as head of investment solutions for Asia after relocating from Geneva, effective November 1.

Executive Moves

Fidelity poaches Abrdn's sustainability boss for multi-asset expansion

October 31, 2022

Julie-Ann Ashcroft joins Fidelity International from Abrdn where she will work as a portfolio manager focused on building the firm's sustainability framework.

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