Equity Trustees expands wealth team
Prior to that, she held positions at Morgan Stanley and E.L. and C. Baillieu Limited and Thornton Group.
Executive Moves
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Private banking veteran named Leno Trust MD
Dianne Bingham steps down but remains on the board
ZEDRA appoints Business Development Director
His appointment comes as ZEDRA anticipates triple digit revenue growth in 2021 and plans to capitalise on the UK’s growing levels of wealth.
Industry-Renowned Wealth Team Joins Old National
The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011
Avaloq unveils new Asia-Pacific direction with senior promotions
Gery Dachlan has been appointed as Managing Director for South Asia and Australia, while Pascal Wengi has been appointed as Managing Director for the North Asia region.
Seba Bank Appoints Asia CEO
This appointment demonstrates SEBA Bank’s commitment to strengthening its status as a leader in the provision of digital asset banking services in Asia.
RBC Global Asset Management grows private markets team with appointment of new Head, Global Infrastructure Investments
Mr. Hay's experience in the infrastructure investment space is extensive.
Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive Board
He is a 34-year banking veteran, bringing extensive experience in risk management and in-depth knowledge of the financial services industry.
AdvisorEngine Hires Chief Information Officer
Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale
BNY Mellon Wealth Management Names A National Director of Portfolio Management
He is based in Boston.