Executive Moves Archives - Page 729 of 942

Citigroup names new head of North America Private Banking

June 24, 2021

Halé Behzadi will step into the new role, according to an internal memo sent on Thursday by Ida Liu, global head of Citi’s Private Bank, which was reviewed by Insider.

Executive Moves

Credit Suisse bolsters Indonesia private banking unit

June 23, 2021

Tay joins from Deutsche Bank Wealth Management where he spent 18 years, last as group head Southeast Asia.

Executive Moves

Zug boutique appoints two board members

June 23, 2021

Marco Fiorini joins the firm from Carmignac and Felix Horber previously worked at Swiss Re.

Executive Moves

Waverton appoints experienced marketing head

June 23, 2021

Her established background in wealth management which includes working at Rothschild, Canaccord Genuity and Brewin Dolphin, will be highly relevant as Waverton gains momentum as a thriving business with strong investment credentials.

Executive Moves

Sun Life welcomes new chief financial officer for Asia

June 23, 2021

Kim Yeoh will be responsible for shaping and executing company’s financial strategy in region

Executive Moves

$150m Julius Baer team in Uruguay moves to rival firm

June 23, 2021

The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.

Executive Moves

Cresset Establishes Presence in L.A.

June 23, 2021

Cresset now manages more than $13 billion in client assets across 10 locations around the nation

Executive Moves

The Archer Group joins Janney

June 23, 2021

Janney welcomes the nearly 50 years industry experience of The Archer Group.

Executive Moves

intelliflo names first Chief Product Officer and Head of Australia

June 22, 2021

Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products.

Executive Moves

GAM Grows Singapore Team

June 22, 2021

He will be responsible for business development and client relationships in Singapore and the South East Asia region.

Executive Moves

Sancus expands UK Team with two specialist hires

June 22, 2021

Sancus specialises in property bridging and development financing

Executive Moves

Morgan Stanley boosts Miami team

June 22, 2021

Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.

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