Executive Moves

9432 articles found

Executive Moves

Alexis Miranda hired at Ducere Wealth Management

Alexis Miranda serves as the wealth adviser for the newly opened Ducere Wealth Management in Las Vegas.   Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.   With over seven years of experience in financial services, Miranda specializes in building customized wea …….We hope you appreciate our content. […]
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Executive Moves

Deutsche PB hires North Asia investment director

Deutsche Private Bank has appointed Dominic Cheung as director in the investment management team within its North Asia region at Deutsche Bank Private Bank, according to an internal memo.   Based in Hong Kong and reporting to Cora Chiu, head of investment management North Asia, Cheung (pictured) has about two decades of experience from The […]
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Executive Moves

Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires

Churchill Asset Management LLC have  announced the appointments of Michael Pond as Managing Director, Senior Investment Strategist; Brett Graffy as Managing Director, Investment Strategist; and Peter Repetto as Principal, Head of Research and Investment Insights.   These appointments reflect Churchill’s continued investment in investor education and client engagement, and its commitment to delivering institutional-quality insights […]
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Executive Moves

JTC Law Appoints Stefan Schausberger as Head of Private Client and International Trusts

JTC Law has announced the appointment of Stefan Schausberger as Head of Private Client and International Trusts.   Stefan will advise both international corporates and private clients, including professional trustees, administrators, high-net-worth individuals and family offices, on a broad range of private client matters and structuring. Based in Jersey, he will also provide advice on compliance and regulatory […]
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Executive Moves

Skipton International Strengthens Leadership Team With Two Senior Appointments

Skipton International has appointed Candice Tabb as Chief People Officer, based and Tracey Wells as Chief of Staff further strengthening its leadership team as it delivers key strategic priorities.   With experience across banking, professional services and fiduciary, corporate and fund administration, Candice has held senior global roles at Barclays, CSC/Intertrust, Ocorian and Mourant working […]
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Executive Moves

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.   The new firms joining the network are: Quantus Wealth Management, based in Eastleigh, Hampshire, led by Alex Guthrie. He is setting up the business after several years in the financial advice industry, […]
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Executive Moves

SIX Securities Services Appoints New Head of Sales

Urs Walbrecht has taken over as Head of Sales and Client Management at SIX Securities Services in Zurich. Most recently, he served as CEO of HSBC Inka — the international investment management company of HSBC Germany in Düsseldorf.   According to his LinkedIn profile, Urs Walbrecht is responsible for sales, client relationships and partnerships at […]
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Executive Moves

Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek

Cetera, a strategic minority investor in Wilde Wealth Management Group (Wilde Wealth) welcomes Erica Bloudek who has joined Wilde Wealth as Chief Operating Officer. Bloudek will oversee operational strategy for the independent wealth management firm, ensuring alignment across systems, processes, and infrastructure to support long-term growth.   Wilde Wealth is one of the largest firms […]
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