Executive Moves

Executive Moves

Pantheon expands global private wealth platform with key hires in Europe and US

October 10, 2022

Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles

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Executive Moves

Steven Levin to succeed Paul Feeney as CEO of Quilter plc

October 10, 2022

The appointment is subject to regulatory approval.

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Executive Moves

Zurich boutique appoints first head of ESG

October 10, 2022

She previously worked at the Asian Development Bank and the Overseas Development Institute in London.

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Executive Moves

French financial boutique strengthens Swiss activities

October 10, 2022

He will report to Steve Bouteiller , who, as Managing Director of the Swiss subsidiary, has strongly developed and expanded the French-speaking part.

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Executive Moves

Pictet Shifts Geneva-Based Strategist as Asia CIO

October 7, 2022

Previously, he also worked at Banque Robeco in Paris and Goldman Sachs’ private wealth unit in London.

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Executive Moves

Ex-Credit Suisse M&A Banker to Join HSBC

October 7, 2022

Chua is expected to join HSBC to lead its M&A business in Asia.

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Executive Moves

M&G's troubled Property Portfolio fund gets new lead manager

October 7, 2022

Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.

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Executive Moves

Amundi Hires From Schroders to Boost Middle East Business

October 7, 2022

Nisarg Trivedi hired to lead third-party distribution

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Executive Moves

HSBC creates role for ex-J Safra Sarasin thematic equities head

October 7, 2022

Pierin Menzli joins after nine years at J Safra Sarasin.

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Executive Moves

$215 million advisor team joins UBS in New York City

October 7, 2022

They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.

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Executive Moves

Private Wealth Advisor Ben Flaim Joins UBS in Boston

October 6, 2022

He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.

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Executive Moves

BlackRock appoints new chief financial officer

October 6, 2022

As Martin steps into this new role as CFO, BlackRock and our shareholders will benefit from his broad understanding of the firm, sharp intellect and years of experience working with our clients in charting the path forward.

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