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Executive Moves

08/27/2024

Zurich private market boutique gets new Managing Partner

Duarte da Silva joins the EBG team as another Managing Partner.

08/23/2024

M&G appoints Kerrigan Procter to accelerate growth in annuity and corporate de-risking solutions

The role includes M&G’s workplace pension business that manages the savings of around 435,000 workplace pension savers across 8,700 schemes in the UK.

08/23/2024

Valiant names new head of wealth management for Romandy

Sergio Zanelli joins the bank after working for 33 years at UBS in several roles.

08/23/2024

New Valiant branch manager in Neuenburg

As a qualified banker, Flavio Barone has been able to continuously develop his career at various financial service providers in the region.

08/23/2024

New Head of the Financial Services Business Unit for Kessler French-speaking Switzerland

Kessler would like to take this opportunity to thank him for his successful work.

08/22/2024

Waystone Announces Alan Burke as Chief People Officer

Alan’s appointment comes at an exciting time in Waystone’s journey and its focus on its people, culture and performance.

08/22/2024

Hoxton CM adds ex-Holborn Assets UK managing director Chris Wicks to UAE team

He has 38 years of experience in financial planning and extensive qualifications in pensions, investments, and protection arrangements

08/22/2024

Zurich adviser replaces exiting CEO who will head new Emirati bank

Henrik Kwarnmark is the new chief of the Zurich investment advisory, UCAP Wealth Management Switzerland.

08/22/2024

Aegon appoints Shawn C.D. Johnson as CEO of Aegon Asset Management

To enable a smooth transition, Bas will stay on as an advisor until December 1.

08/22/2024

Edmond de Rothschild parts ways with private banking chief

Hervé Ordioni had been part of the private bank since 1996 and had headed international private banking for two years.

08/22/2024

Fundpath Announces Two Senior Leadership Appointments

Dominic Timberlake brings 30 years of experience in the fund information industry.

08/21/2024

MetLife Investment Management Names Jude Driscoll President

Prior to Logan Circle, Driscoll was president and chief executive officer of Delaware Investments.

08/21/2024

Guernsey Finance adds new member to board

Joanne has experience as Board Chair, Audit & Risk Committee Chair and Management Engagement Committee Chair.

08/21/2024

Oak strengthens leadership team in Jersey office

Jon Donald and Stephen Prosser bring extensive experience and expertise to their roles in the private client and funds & corporate teams respectively.

08/20/2024

Broadridge Names Former COO of The Bank of London as CTO

He will be based in London and is tasked with overseeing and advancing the company's front-office trading capabilities.

08/20/2024

Catharina Eklof appointed as CEO of Idex Biometrics

Catharina Eklof has for the last three years served as Chief Commercial Officer for IDEX Biometrics

08/20/2024

Another CS Executive Joins Board of Zurich’s Clearstream Fund Centre

Erdmann succeeds Fabrice Vallat

08/20/2024

Canaccord swoops for another Brewin veteran to join Birmingham office

Paul Fielding will join the group’s Birmingham office as investment director.

08/20/2024

AHR Group names Rebecca Ellis as new head of advice

She has almost a decade of wealth management experience

08/20/2024

Senior Merril Lynch portfolio adviser joins Reyl in Zurich

Momir Ivetic is now a senior relationship manager at Reyl’s US-focused division.

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