Executive Moves
9212 articles found
Ruffer investment director joins Berkshire wealth manager
She says big wealth managers are too focused on increasing AUM
IQ-EQ appoints new Global Head of Transformation for strategic growth
Frédérik will be based in the Luxembourg office and will be working closely with another new hire Joanna Macleod, IQ-EQ’s Group Chief Operating Officer.
UBS Nabs Deutsche Bank Wealth Manager
Wilke, who advised high-net-worth individuals at Deutsche Bank for more than twenty years, joins the Hamburg branch of UBS Europe.
Nikko AM appoints new chair and president
Stefanie Drews as President, Yutaka Nishida as Chairman effective 1 April
Abrdn names former Coutts CEO as financial planning boss
At Abrdn, she will be responsible for leading the financial planning arm.
ClearView appoints new Chief Risk Officer
She will lead the Group Risk and Compliance team, oversee risk management operations and continue building the group’s strong risk culture.
Harbourfront Wealth Welcomes Executive Managing Director of Tax & Wealth Planning
He is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can
Credit Suisse unveils new wealth management structure
He is now chief operating officer of the Swiss private banking business.
Key Private Bank named regional sales leader for Central New York
She is responsible for leading the sales and service efforts of Key Private Bank
Swiss group hires former Allfunds selector to replace fund research head
Current selection chief Dalibor Kolcava is leaving the firm after 12 years.
Goldman Sachs appoints executive director of private wealth management in Dubai
Prior to Goldman Sachs, Ahmed worked at BNP Paribas in Dubai for more than eight years