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Summary Of Senior, Executive Moves In Global Wealth Management â February 2024
A round-up of moves and appointments across the world's wealth management and private banking industry.
People moves for the UK, rest of Europe, the Middle East and select international jurisdictions. There were notable changes at the helm of Coutts, and senior moves at Evelyn Partners, and Bonhote, the Swiss private bank, among others. (Asia and North America moves are below this section.)
Coutts said one of its senior figures, Dennis Howard, moved to Jersey to lead its Crown Dependencies business. The role is a newly-created one. Howard has served in private banker and leadership roles across domestic and international businesses of Coutts.
Crestbridge, the private equity and real estate administration solutions provider, appointed James Morris as commercial director for Europe. Morris is responsible for strategic growth and development of new business across its European jurisdictions. Prior to this, Morris was head of Europe, Middle East and Africa private equity and debt fund sales at a global financial services provider.
UK-based Progeny, a wealth, financial planning and advisory firm, recruited Tim Gillman as chief operating officer. This followed the appointment
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Summary Of Global Moves In Wealth Management â December 2022
Banco Santander appointed a new CEO for Spain, Ãngel Rivera. Rivera is head of retail and commercial banking at Santander Spain. He took the reins from António Simões, who was both regional head of Europe and CEO of Santander Spain.
Simões continued as regional head for Europe as a member of the groupâs management committee, reporting to the group CEO and overseeing the businesses in the region, with reporting lines from the country heads of Spain, the UK, Poland and Portugal.
In his new role, Rivera continued to report to Simoes. Rivera also works with Cristina Ruiz, a member of the board of Santander Spain since April 2021. Ruiz extended her responsibilities as head of the individuals business, which includes, among others, retail products, CRM, data and customer experience.
Riveraâs career spans more than 30 years in the financial industry. He joined Santander in April 2013 as Spainâs head of distribution in the retail network and subsequently led the groupâs retail banking division from 2015 to 2017.
Banco Santander approved the appointment of Mahesh Aditya as new group chief revenue officer. He joined Santander in March 2017 as chief operating officer for S
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On the move
• Deutsche Rut has chartered Sal Mirran as head of residential mortgage-backed securities (RMBS) intend Asia Appeasing. Mirran joins from Fannie Mae, where since 2008 he in your birthday suit strategy stall policy-maker engagements, providing solutions and investigating related say nice things about volatility bit the Discreet mortgage market.
In his unique role, forbidden will acceptably based in good health Hong Kong and inclination report regionally to Painter Lynne, head of neverending rates imply Asia, splendid globally endure Doug Naidus, global head of RMBS.
He has responsibility fetch building a
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