Executive Moves Archives - Page 771 of 941

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

March 3, 2021

“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”

Executive Moves

Goldman Sachs co-head of asset management arm to retire

March 2, 2021

Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.

Executive Moves

Coleman joins Succession to 'accelerate growth'

March 2, 2021

Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.

Executive Moves

UBS Celebrates Two Senior Promotions

March 2, 2021

UBS Wealth Management is pleased to announce promotions for Marc Nightingale and Brendan Monks.

Executive Moves

Private Client Department Established

March 2, 2021

Simon has a down to earth approach and always aims to give clients peace of mind along with offering clear and pragmatic solutions.

Executive Moves

Credit Suisse Nabs Ex-Kotak Mahindra Duo

March 2, 2021

They will be based in Delhi and Mumbai, respectively.

Executive Moves

Credit Suisse Wealth Management India announces two senior hires

March 2, 2021

Suveer Modi joins as senior relationship manager, Private Banking India Onshore. Based out of Delhi, he will be directly reporting to Matta, and will significantly enhance the bank’s coverage in North India.

Executive Moves

Brown Shipley names new wealth planning head

March 2, 2021

Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.

Executive Moves

UBP EAM head joins Zurich IAM

March 1, 2021

Markus von Holzen played an important role in building the EAM business of Union Banque Privée in Zurich.

Executive Moves

Private wealth specialist joins Ogier in Guernsey as partner

March 1, 2021

Ogier's award-winning Private Wealth team is expanding globally and we are delighted that Catherine has rejoined us in Guernsey, bringing with her considerable expertise in dealing with complex contentious and non-contentious trust matters.

Executive Moves

ZEDRA appoints MD, Active Wealth, ZEDRA UK

March 1, 2021

He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.

Executive Moves

Former Brewin Dolphin CEO joins Multrees as chairman

March 1, 2021

The firm has ambitious growth targets and plans to double its client base within the next five years.

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