Executive Moves

9432 articles found

Tellco names UBS wealth executive as CEO

Tellco Bank has announced the appointment of Ravish Patil as CEO, effective today.   Patil is set to lead the bank through its next growth phase and strengthen its Swiss presence.   Prior to his appointment, Patil worked for UBS for over 19 years, holding regional head roles in wealth management.   Most recently he […]

Ascentis Wealth Management Welcomes Ryan Uszenski

Ascentis Wealth Management has announced that it has added Ryan Uszenski to the platform. Uszenski, a wealth advisor, brings more than 20 years of experience and approximately $160 million in client assets. He serves clients across the United States from St. Thomas, U.S. Virgin Islands.   As part of the transition, he will become an […]

Apex Group appoints Kavitha Ramachandran to lead Luxembourg ManCo platform

Apex Group Ltd has announced the appointment of Kavitha Ramachandran as Chief Executive Officer of FundRock LIS (“FR LIS”) and Head of Third-Party Management Company Services in Luxembourg.   Building on her tenure as Regional Chief Operating Officer, Kavitha now leads FR LIS and coordinates Apex Group’s Management Company (ManCo) activities in Luxembourg, working closely […]

Rothschild & Co appoints Lucy Baldwin as Global Head of Equities

Rothschild & Co has announced the appointment of Lucy Baldwin as Global Head of Equities, supporting the continued expansion of the firm’s Global Markets Solutions (GMS) platform and its institutional equities franchise.   Lucy will lead Rothschild & Co’s Global Equities Business, encompassing Sales and Trading, Research and Corporate Access. She will focus on advancing […]

Wealth management firm Clarion appoints financial planner

Alderley Edge wealth management firm Clarion Wealth Planning has appointed Mike Barnes as financial planner as the business continues its expansion across the North West.   Mike joins the firm with experience from both national and regional financial planning businesses and brings a background as a qualified lawyer.   He said: “I have always been […]

Hampden Bank appoints new Business Development Directors in London and Edinburgh

Hampden Bank has strengthened its Business Development team with the appointment of two experienced directors, supporting the bank’s continued growth across the UK.   Graeme Mann has joined Hampden Bank’s Edinburgh office, while Paul de la Salle takes up a newly appointed role in London, bringing extensive experience across private banking, wealth management, and relationship‑led […]
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