Executive Moves Archives - Page 727 of 942

IWP bolsters management team with double hire

July 1, 2021

A chartered accountant by trade, Ewings' career stretches back three decades, initially training at global consultancy KPMG before holding finance director positions at various companies including most recently Succession Wealth.

Executive Moves

40-Year UBS Banker Retires

June 30, 2021

Of the 40 years with UBS, Humair built a distinguished career through the establishment of the wealth management franchise in Asia which is now the largest private bank in the region with $576 billion in assets under management.

Executive Moves

Blacktower names group managing director

June 30, 2021

John Westwood will become chairman to oversee growth strategies and acquisition planning

Executive Moves

J.P. Morgan Private Bank appoints trio of new Bay Area leaders

June 30, 2021

Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.

Executive Moves

Quilter appoints independent non-executive director

June 30, 2021

Chris will join the Quilter Board Risk Committee and the Board Technology and Operations Committee.

Executive Moves

LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase

June 30, 2021

Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.

Executive Moves

SS&C Adds Senior Executive to SS&C GlobeOp Private Markets Team

June 30, 2021

Suresh Krishnamurthy will lead client solutions for private equity, real estate funds

Executive Moves

BMO Asset Management appoints Chief Investment Officer

June 30, 2021

"Sadiq's knowledge and expertise will help us deepen our overall advantage in wealth management and grow our asset management business. We look forward to him taking on this important role."

Executive Moves

HSBC appoints head of global private banking for mainland China

June 30, 2021

Jackie Mau to focus on expanding bank’s presence in world’s second biggest wealth market

Executive Moves

Brewin Dolphin boosts charity team with Sanlam hire

June 29, 2021

‘I am looking forward to working with the charity team at Brewin Dolphin to help them build on their success,’ Farrer said.

Executive Moves

Multrees Investor Services boots Board of Directors

June 29, 2021

Her previous roles have seen her acting as a senior global adviser to international, listed and multi-sector clients on legal and regulatory aspects of their business strategy.

Executive Moves

Swiss Association of Wealth Managers appoints two to board

June 29, 2021

In addition, Laurent Genoud of Eagle Invest has been appointed vice president of the association.

Cookie Notice