Canaccord Wealth boosts IFA Team with Chief Distribution Officer appointment
Antony Champion joins as Chief Distribution Officer
Executive Moves
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The General Management welcomes Esa Battaglia
She was entrusted with leading the Risk Department
Charles Russell Speechlys Strengthens Swiss Tax Capabilities with Appointment of Frédéric Ney in Geneva
He advises UHNW families on cross-border planning and brings corporate tax experience across reorganisations and M&A, financing structures and incentive plans.
Zennor hires Baillie Gifford Senior Executive as first CEO
The appointment comes with Zennor cementing its position as a leading specialist investment boutique.
Evercore Wealth Management Promotes Sean Brady to Partner
Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.
Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals
Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.
Iress fills APAC wealth role from within
Sam Wall has stepped into the role of acting chief executive, succeeding Kelli Willmer, who has left the company after more than a decade.
Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer
He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.
Gerald Podobnik appointed Global Co-Head of the Corporate Bank
He will replace Ole Matthiessen who is leaving the bank to pursue other opportunities.
Nuveen expands role of Swiss wealth boss after departure
The asset manager promotes Michele Perone to head of wealth Switzerland and Southern Europe and Christina Volkmann to head of DACH.
Advisor moves: Raymond James lands $800M New York team, Farther adds $185M team in Georgia
Recruiting activity continues as firms target experienced teams and tech platforms.
Schroders appoints Rachel Harris as Head of UK Institutional
Prior to joining Schroders, she held positions at Aviva Investors, Janus Henderson and Credit Suisse First Boston.