Executive Moves Archives - Page 726 of 921

Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents

May 20, 2021

Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.

Executive Moves

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

May 20, 2021

Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

Executive Moves

Credit Suisse appoints Head of Private Banking Italy and further strengthens team

May 20, 2021

Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco

Executive Moves

Morgan Stanley Announces Key Leadership Changes

May 20, 2021

All of these appointments become effective on June 1, 2021.

Executive Moves

Pictet Elevates Role of Equity Partner

May 19, 2021

She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.

Executive Moves

Ex-Carrick Wealth managing director to run DeVere-owned firm

May 19, 2021

Replacing the chief executive and founder who has left the UAE-based business

Executive Moves

Charles Stanley bolsters Manchester team with new senior hire

May 19, 2021

Lee will be a valuable addition to the team and will support our ongoing development of new client relationships, whilst growing our existing client base in the North West of England.

Executive Moves

Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy

May 19, 2021

Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.

Executive Moves

IQ-EQ expands Group Technology leadership team with three key appointments

May 19, 2021

All three appointments are to newly created roles

Executive Moves

Brewin Dolphin appoints Ian Kloss as head of nationals, networks, and international distribution

May 19, 2021

As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the

Executive Moves

J.P. Morgan Nabs China Private Banker From Credit Suisse

May 18, 2021

In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.

Executive Moves

Russell Investments makes additions to senior leadership team

May 18, 2021

Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.

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