Quanta Group accelerates growth strategy with senior leadership appointments
The Group has ambitious plans to grow its wealth management proposition across its three core independent business areas
Executive Moves
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Ticino Private Bank Appoints New Head for Zurich
At PKB Private Bank, Davide Castrini will take over as Head of the Zurich branch. He has already held a key position at the institution since 2024.
JTC Welcomes First Employer Solutions Team Member in the Isle of Man
Bernadette brings more than 30 years’ experience in the financial services sector
BlackRock’s Stewart to join BNY Investments as Beveridge retires
Stewart joins as the new head of UK intermediary distribution
Broadridge Appoints Frank Troise as President, Global Capital Markets
Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems
Nicoletta Basso appointed Branch Manager of Utmost Luxembourg’s Italian branch
Nicoletta brings over six years of experience at Utmost as Tax and Legal Counsel
Evelyn Partners strengthens teams with senior planning hires
The appointments are intended to enhance the firm’s ‘total wealth management’ advice model, under which clients are supported jointly by a financial planner and an investment manager.
NatWest finalises its leadership team with latest senior hire ahead of Venture Banking launch
The appointment marks the latest addition to the team led by Jenny Edwards, ahead of the launch of NatWest Venture Banking this April
Julius Baer has appointed Winfried Daun as Global Head of Brand & Marketing
Winfried Daun is an executive with extensive experience in brand management and marketing.
Mercer Advisors Tap 2 for Leadership Roles
Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.
Citi Private Bank Appoints Chad Reddy as Market Executive – West
Chad will oversee the Private Bank’s presence in this critical region, supporting the growth ambitions and wealth goals of our clients and