Executive Moves

Executive Moves

Certuity Expands National Leadership Team with Strategic Advisor Appointments Across Key Markets

January 9, 2026

In October, Certuity appointed Giuliano Celle as Managing Director and Head of Institutional Wealth, based in New York City.

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Executive Moves

UBS Team With $660 Million Joins RBC in Los Angeles

January 9, 2026

They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian.

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Executive Moves

New Year Promotions at Crestbridge Family Office Services

January 9, 2026

One of four promotions within the client services team, Charlotte Williamson has been made an Associate Director.

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Executive Moves

Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer to Accelerate Growth and Reimagine the Digital Experience

January 8, 2026

She has been charged with building an integrated marketing engine, strengthening Envestnet's market leadership

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Executive Moves

Citi hires Alexander Wong to boost APAC client coverage

January 8, 2026

He joins from Credit Suisse.

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Executive Moves

Nordic Asset Manager Appoints Head of Western Switzerland

January 8, 2026

The Norwegian asset manager DNB is expanding into Western Switzerland and has recruited a regional head to lead the effort.

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Executive Moves

Tyndall renames Downing European fund

January 8, 2026

Following Tyndall’s appointment as the fund’s investment adviser

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Executive Moves

Geneva advisory firm creates new role

January 8, 2026

Reference Capital has appointed Arnaud Longet as chief investment solutions officer.

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Executive Moves

Praxis announces senior leadership updates aligned with growth strategy

January 8, 2026

In Guernsey, Lucy Kirby (Group Head of Projects) and Samantha Le Brun have both been promoted to Director.

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Executive Moves

VG announces six career promotions in new year growth plans

January 8, 2026

In Private Wealth, Eve Smith has been promoted to Senior Trust Officer and George Sheehy who joined VG as a trainee has gained promotion to Trust Administrator.

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Executive Moves

Multi-Family Office Strengthens Team with Venture Capital Founder

January 8, 2026

He will work under the leadership of partner Sebastian Jeck.

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Executive Moves

Nivalion Appoints Banker as Investor Relations Manager

January 8, 2026

As of the beginning of the year, Nivalion appointed Kevin Vonwil as Partner and Head of Investor Relations Switzerland & Liechtenstein.

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