Executive Moves

9189 articles found

Executive Moves

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Jim Andrews, most recently president and chief executive of CWB Wealth, has joined independent portfolio manager Verecan Capital Management Inc. as chief financial officer, taking a senior role at a firm now pursuing acquisitions and cross-border growth.    According to Verecan, Andrews started on July 20.     The firm said his mandate runs across its […]
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Executive Moves

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

Oxford Financial Group, Ltd. has appointed Jason M. Gust, CPA, MST, as managing director and family office fellow in its Grand Rapids, Michigan, office, strengthening the firm’s advisory capabilities for ultra-high-net-worth families, business owners and multigenerational trusts across West Michigan.   The appointment supports Oxford’s continued investment in the Grand Rapids market, where the independent […]
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Executive Moves

Ocorian appoints Commercial Director, Middle East, Private Clients

Ocorian has appointed Souvik Sen as Commercial Director, Middle East, Private Clients, based in DIFC, Dubai, reporting to Nina Auchoybur, Managing Director, UAE.   In his new role, Souvik will lead commercial growth for Ocorian’s Private Client business across the Middle East, drawing on his experience across capital raising and asset management to strengthen client […]
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Executive Moves

FNZ appoints Stephen Welch as Group Chair

FNZ has announced the appointment of Stephen Welch as Group Chair.   Stephen will work closely with the FNZ Board and executive team to support the Group's strategy, transformation agenda and long-term growth ambitions.   Stephen brings decades of experience working with the boards and leadership teams of regulated financial services businesses, with a track […]
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Executive Moves

RBC names Kamran Azim as head of Asia wealth management

Royal Bank of Canada (RBC) has appointed Kamran Azim as head, wealth management Asia and chief executive officer, RBC Singapore Branch, effective 1 November 2026. Azim succeeds Rod Ireland, who will retire on 31 December 2026, after more than 25 years at the firm.   Azim has worked at RBC for nearly two decades, having […]
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Executive Moves

Franklin Templeton appoints Rene Buehlmann as head of Apac

Franklin Templeton today announced the appointment of Rene Buehlmann as head of Asia Pacific, effective 21 September 2026, subject to regulatory approval.   In his role, Buehlmann will lead Franklin Templeton’s business across Asia Pacific, spending time across all markets. He will oversee the firm’s strategic growth initiatives, client engagement and business development efforts.   […]
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Executive Moves

Kevin Brubaker to Lead PNC Private Bank in North Florida

PNC Private Bank has named Kevin Brubaker market leader for North Florida, where he will oversee the bank's continued expansion across one of Florida's fastest-growing wealth markets.   In this role, Brubaker will lead strategy and client engagement efforts across the Jacksonville, Gainesville and Daytona Beach metro areas, leading a local team that provides wealth […]
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Executive Moves

Rubin Rudman adds Shawntel Randi as a Partner in Trusts & Estates Department

Rubin Rudman has announced that Shawntel Randi has joined the firm's Trusts & Estates Department as a partner, where she will continue to advise high-net-worth individuals, multigenerational families, and fiduciaries on sophisticated domestic and international estate planning, trust and estate administration, and cross-border tax matters. She joins the firm from Nixon Peabody LLP.   Randi […]
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Executive Moves

Farro Capital Appoints Mavis Tan as Director in Singapore

Farro Capital has appointed Mavis Tan as Director in Singapore, strengthening its client-facing capabilities as the multi-family office continues to expand its regional wealth management platform.   Tan brings more than 17 years of experience across private and corporate banking. Before joining Farro Capital, she worked at Bank of Singapore, where she supported high-net-worth and […]
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