Executive Moves

9431 articles found

Executive Moves

Schroders enhances client focus with Head of Cross Border Financial Institutions

Schroders is enhancing its focus on meeting the increasingly complex needs of major global clients with the appointment of a Head of Cross Border, Financial Institutions.   Guillaume Lendormy will oversee and drive the global client strategy for large institutions which operate across multiple markets, navigating jurisdictional and regulatory complexity.    In this newly-created role, […]
Read More
Executive Moves

OCBC hires Indonesia private banking head from Julius Baer

Singaporean lender OCBC has named a new private banking head based in Indonesia to lead its operations on the ground.   Fernando Baay has taken on the role of private banking head based in Jakarta, according to his LinkedIn profile. He will drive the business, using the ‘one bank’ approach to leverage OCBC Indonesia’s platform. […]
Read More
Executive Moves

J Safra Sarasin taps Mirabaud for new portfolio manager

J Safra Sarasin has onboarded Lacarré Hadrien as a portfolio manager.   Hadrien, who announced his appointment on LinkedIn, has joined the institutional hedge fund solutions team.   He joined from Mirabaud Asset Management, where he had been an analyst since March 2025. He previously worked for Union Bancaire Priveé.   J Safra Sarasin had […]
Read More
Executive Moves

Oakglen Wealth Planning announces new Financial Adviser

Oakglen Wealth Planning, the financial planning arm of Oakglen Wealth, has strengthened its advisory team with the appointment of Scott Cullinane, DipPFS, MCSI, CFPTM as Financial Adviser, as the business continues to build momentum following its launch and ongoing expansion.   Scott joins Oakglen Wealth Planning in a senior advisory capacity, bringing significant experience in […]
Read More
Executive Moves

Lugano private bank names executive president

Axion Swiss Bank revealed that Raoul Paglia will become its next president of the executive board on 1 July.   Paglia succeeds Marco Tini at the private bank in Lugano.   Paglia was a member of the board of directors of Axion’s parent company BancaStato from 2012 until 2024. He spent five of those years […]
Read More
Executive Moves

Five promotions at ​Ocorian

Ocorian has promoted five members of its Guernsey team as part of a global internal review, with the appointments spanning the firm’s fund services, private client, and regulatory departments.   Joseph Laset is now a Senior Fund Accountant in Fund Services, while Rusty Liston has been appointed Manager in Fund Services.    Erik Sharman has […]
Read More
Executive Moves

David Shefford joins Boston Multi Family Office fiduciary team

A Douglas firm which provides trust, corporate, and fiduciary services to corporates and family offices has appointed a new senior manager to its fiduciary team.   David Shefford joins Hill Street-based Boston Multi Family Office with more than 40 years of experience in the financial services industry, having held senior roles in Jersey, Mauritius and […]
Read More
Executive Moves

BMO Wealth Management Names Ali Nafii to Lead San Diego Market

BMO Wealth Management has announced that Ali Nafii has joined the firm as Managing Director, overseeing the San Diego market.   In his new role, Ali will focus on expanding BMO’s wealth management presence across the West Region, with a particular emphasis on serving high-net-worth clients in the San Diego community.   “We recently reaffirmed […]
Read More
1 … 66 67 68 69 70 … 786