03/16/2026
Her appointment comes at a time of significant change in the wealth management sector with the rise of AI and investment technologies coupled with significant changes to laws affecting estate planning.
03/16/2026
The private bank is searching for a replacement chief operating officer.
03/16/2026
He will remain in the role in the coming months while the company completes the process of appointing a successor.
03/16/2026
Sue brings over 25 years’ experience advising on high-value and business critical technology transactions.
03/16/2026
Credo Ventures, Northzone and Puzzle Ventures also participated in the round, along with angels Roy Reznik (co-founder of Wiz), David Singleton (former CTO of Stripe) and Kieran Flanagan (former CMO Zapier).
03/13/2026
Olivier Franceschelli joined Barclays in May 2020 and has been credited with strengthening the bank’s client proposition and culture in Monaco during his time as interim CEO.
03/13/2026
This appointment is subject to the corresponding regulatory approvals.
03/13/2026
The changes are brought about by the planned retirement of Board Member Klaus-Peter Röhler
03/13/2026
Among the key responsibilities in his new role, Bhavin’s focus will be on building a scalable, regulatory-ready internal audit platform that supports clients through growth, transformation and heightened supervisory expectations.
03/13/2026
The creation of the new leadership role follows the completion of the majority equity investment in Suntera by Valeas Capital Partners earlier this year, paving the way for a new era of strategic investment and growth.
03/13/2026
The group has been sharpening its focus on emerging market wealth pools, including the Middle East and North Africa.
03/12/2026
Richier brings more than 35 years of senior leadership experience in global corporate and investment banking.
03/12/2026
Taylor will lead the continued development of the firm’s investment product capabilities and platform strategy
03/12/2026
He will also work closely with Marsh leaders to deliver the firm’s market-leading capabilities across risk, strategy, and people to UK clients.
03/11/2026
The Chief Executive Officer of Zurich Switzerland is stepping down from his position with immediate effect.
03/11/2026
Firm also strengthens corporate and private wealth practices
03/11/2026
In the newly-created role, she will advise clients on sustainability, including investment strategy and implementation, fund manager selection and specific sustainability solutions.
03/11/2026
The firm also reveals Jason Vitale, executive platform owner (EPO) and global head of Execution Services, will assume responsibility for BNY Markets’ Buy-Side Trading Solutions business.
03/11/2026
Julie Dillman to Retire After Nearly a Decade at Chubb
03/11/2026
Marini has 25 years of experience in wealth and asset management, serving private and institutional clients, with a longstanding focus on equity investment strategies.