Executive Moves

9183 articles found

Executive Moves

CCLA’s Pennefather named as VP of Wealth at Insignis

Cash savings Platform Insignis has appointed former CCLA head of intermediary sales Sam Pennefather as the new VP of wealth at the firm.   Pennefather will lead Insignis’ wealth distribution strategy and will be responsible for deepening relationships in the UK’s wealth management and financial adviser communities. He will also be responsible for accelerating Insignis’ […]
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Executive Moves

Robeco underlines its growth ambitions with new hires

The asset manager specializing in sustainable investments is expanding its Swiss wholesale team with two experienced specialists who are joining Robeco from UBS and Natixis Investment Managers.    Robeco announced on Monday that it intends to grow more strongly in Switzerland and is strengthening its wholesale team in Zurich, which is responsible for external asset […]
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Executive Moves

Wellington Fills Its Swiss Top Job

Jenö Szabo's departure raised the question of succession. Now the interim arrangement turns permanent: Oliver Schneider, an in-house executive, takes charge of the Zurich office.   Asset manager Wellington Management, which oversees more than 1.3 trillion dollars worldwide, has appointed Oliver Schneider as head of its Zurich office. That is according to a statement released […]
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Executive Moves

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Northern Trust Wealth Management has appointed Candice Nakagawa as Family Office Solutions Managing Director for the West Region. Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.   As more families increasingly manage wealth across generations, businesses and jurisdictions, Family […]
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Executive Moves

GAM global equity fund manager exits

Portfolio manager Duncan Bulgin has left GAM Investments, Citywire can reveal.   The firm confirmed his departure, on 31 July, to pursue ‘a specialist role outside the firm’.   Bulgin was a named fund manager on the GAM Star Global Equity and GAM Star Disruptive Growth funds.   Both of these continue to be led […]
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Executive Moves

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Jim Andrews, most recently president and chief executive of CWB Wealth, has joined independent portfolio manager Verecan Capital Management Inc. as chief financial officer, taking a senior role at a firm now pursuing acquisitions and cross-border growth.    According to Verecan, Andrews started on July 20.     The firm said his mandate runs across its […]
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Executive Moves

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

Oxford Financial Group, Ltd. has appointed Jason M. Gust, CPA, MST, as managing director and family office fellow in its Grand Rapids, Michigan, office, strengthening the firm’s advisory capabilities for ultra-high-net-worth families, business owners and multigenerational trusts across West Michigan.   The appointment supports Oxford’s continued investment in the Grand Rapids market, where the independent […]
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Executive Moves

Ocorian appoints Commercial Director, Middle East, Private Clients

Ocorian has appointed Souvik Sen as Commercial Director, Middle East, Private Clients, based in DIFC, Dubai, reporting to Nina Auchoybur, Managing Director, UAE.   In his new role, Souvik will lead commercial growth for Ocorian’s Private Client business across the Middle East, drawing on his experience across capital raising and asset management to strengthen client […]
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