CI Financial Announces New Chief Financial Officer
Amit Muni’s extensive experience includes 13 years as a public company CFO
Executive Moves
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Northern Trust Wealth Management Announces Central Region Leadership Changes
They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.
NorthEnd Private Wealth Launches With Support of LPL Financial
The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.
Suntera Global announces senior management changes as expansion continues
Global professional services provider announces senior management changes to support its ongoing expansion and to position it strongly for future growth opportunities.
Burns joins CapWealth as a Financial Advisor
is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.
CREALOGIX appoints Jordi Perez as Managing Director DACH and CEE
With his profile, he possesses the exact knowledge and skills that CREALOGIX needs in this important phase of its corporate development.
M&G Wealth appoints acquisitions director
“Tim has a well-regarded network of advisory and recruitment contacts at both firm and individual level throughout the UK.”
Hawksford appoints Group Chief Commercial Officer
He will be active in all of Hawksford’s key markets working closely with clients, intermediary partners and stakeholders.
GAM Realigns Systematic Capabilities as Part of Ongoing Strategy
This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.
GAM Appoints Rob Page as Head of Marketing and Client Experience
In this role, Rob will be responsible for leading the marketing team and the client experience strategy for GAM.
CS (Switzerland) proposes new board member as Rohner steps down
Urs Rohner will not stand for re-election and will step down from the board of directors of Credit Suisse Group and Credit Suisse Switzerland.
Stellar Asset Management adds four to Business Development Team
Stellar Asset Management, an inheritance tax mitigation and estate planning specialist, has expanded its Business Development (BD) team with four new hires.