Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals
Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.
Executive Moves
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Iress fills APAC wealth role from within
Sam Wall has stepped into the role of acting chief executive, succeeding Kelli Willmer, who has left the company after more than a decade.
Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer
He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.
Gerald Podobnik appointed Global Co-Head of the Corporate Bank
He will replace Ole Matthiessen who is leaving the bank to pursue other opportunities.
Nuveen expands role of Swiss wealth boss after departure
The asset manager promotes Michele Perone to head of wealth Switzerland and Southern Europe and Christina Volkmann to head of DACH.
Advisor moves: Raymond James lands $800M New York team, Farther adds $185M team in Georgia
Recruiting activity continues as firms target experienced teams and tech platforms.
Schroders appoints Rachel Harris as Head of UK Institutional
Prior to joining Schroders, she held positions at Aviva Investors, Janus Henderson and Credit Suisse First Boston.
New head of investment management for SuMi Trust AM in London
Existing head returns to Tokyo to lead global business growth
Dame Carolyn Fairbairn to be appointed chair of HSBC UK Bank plc
Dame Carolyn’s proposed appointment follows a robust succession process which considered both internal and external candidates.
Ninety-Six Partners strengthens its governance on the occasion of its 30th anniversary
These developments are consistent with the company's strategic development
Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney as Head of Private Wealth
Strategic hire strengthens platform’s legal foundation as estate and tax complexity accelerates
Wealth-tech company appoints new head for the Middle East
Qplix plans to establish a foothold in the golf region and build a local team.