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Executive Moves

04/17/2025

Capital Union Bank Welcomes New Chief Executive Officer Michael Paton, as Patrick Zbinden Takes Group Leadership Roles

Capital Union Bank announces the appointment of Michael Paton as Chief Executive Officer effective May 1st, 2025.

04/17/2025

Pictet Wealth Management signs MD from Rothschilds

Annick Crisford joins Pictet wealth management as managing director

04/17/2025

Principal AM bolsters French real estate distribution team

Prior to joining Principal, both Julien and Léa worked at Praemia REIM.

04/16/2025

LFDE Appoints Anne-Sophie Girault to Drive International Expansion

La Financière de l’Échiquier (LFDE) names new Head of International Development as it targets accelerated European and global growth.

04/16/2025

Raymond James loses UK wealth boss Paul Abberley

Kim Jenson has been brought in from Raymond James’ US private client business as interim chief executive until a permanent CEO is recruited.

04/16/2025

NatWest Group appoints new Managing Director to lead Investment Products & Solutions for its Wealth Businesses

He will join the bank on 1 September with over 30 years of experience in the private banking and wealth management industry, having held senior positions at both HSBC and UBS.

04/16/2025

Citi announces Carmen Haddad will join Citi Wealth in a senior capacity

Serving as Vice Chair, Citi Private Bank

04/16/2025

RSM UK announces three new tax heads

Helen Relf, Rowena Cliffton and Martin Cooper take on the roles.

04/15/2025

NatWest hires wealth MD from HSBC Private Bank

Jan-Marc Fergg will oversee NatWest’s investment management proposition, including within Coutts.

04/15/2025

Marc Hoffmann named Intesa Sanpaolo WM’s board chair

Marc Flammang has been confirmed as CEO and chairman of the executive committee.

04/15/2025

Hedge fund appoints seasoned private bank executive as chair

Vigama Capital has made two new board appointments.

04/15/2025

Blue Earth Capital AG appoints Philipp Müller as Chief Executive Officer

Prior to BlueOrchard, Mr. Müller was Senior Vice President of Investment Solutions at Partners Group, where he oversaw investment strategies and tailored solutions for institutional clients.

04/15/2025

UBP impact investing co-head exits for M&G

Charlie Anniss launched UBP’s Biodiversity Restoration strategy and co-managed its Positive Impact Global fund.

04/15/2025

Carla Brown appointed new PFS Chair

Carla’s appointment will reestablish the tradition of the PFS President holding both roles concurrently.

04/15/2025

Hedge fund appoints seasoned private bank executive as chair

Vigama Capital has made two new board appointments.

04/15/2025

LSEG appoints co-heads of data and analytics division

They will also spearhead the continued growth of LSEG’s flagship Workspace product.

04/14/2025

Mandatum appoints Janne Sarvikivi as Head of Institutional and Wealth Management Segment

Sarvikivi has extensive experience from demanding leadership positions within capital markets.

04/14/2025

Rosemary Banyard leaves fund management

Banyard will remain at Downing as a consultant but no longer manages the Downing Unique Opportunities fund she created

04/14/2025

Chair appointed to lead new innovation board

He currently serves as director of NionNet, non-executive director of Guernsey Electricity, and director of the Guernsey Chamber of Commerce.

04/14/2025

Gallagher Re appoints Tom Dixon as Head of Legacy UK

Tom has developed a strong track record of success across multiple roles in the industry.

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