Managers of Wealth

Bank of Montreal's US wealth management head to retire

Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.

Bergos international private banking chief quits to launch IAM

Dominik Helberger has left to assume the role of managing director at AMSS, with fellow former Bergos banker Taylor-Ann Messmer joining him as a partner.

Ocorian appoints new Guernsey Private Client Director

His expertise in working with ultra-high-net-worth individuals and his strong relationships across key regions

Lombard Odier Appoints New Head of Zurich UK Desk

The new head of the UK and Northern Europe desk in Zurich joins from UBS.

Serena Fioravanti appointed as Chief Risk Officer

She brings almost 25 years of experience in the banking sector, with a focus on risk management, treasury, liquidity risk management, corporate finance, project management and audit.

Fieldpoint Private Announces Banking Team Expansion

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

Leva Expands Board of Directors

CTO Alexander di Chiara, representing the founding team, has been appointed as chairman.

London & Capital appoints Executive Director

Nicole brings over 20 years of experience working with HNW US expats and their families.

LGT Expands India Wealth Unit

LGT Wealth India has appointed Raveena Yagnik, Samish Patel, Bharat Anantavijayam, Nirav Desai, and Sameer Doshi as executive directors

Legal & General appoints new Asset Management Chief Executive

Eric Adler will join L&G’s Group Management Committee in December to spearhead growth plans for its asset manager.

Gilles Duvoisin strengthens the Piguet Galland team in Neuchâtel as Wealth Advisor

Gilles has a diversified career within BCV and UBS, specializing in global consulting and wealth management for an entrepreneurial and wealthy clientele.

Amundi Appoints Senior Portfolio Manager in Singapore

Based in Singapore, he reports functionally to Florian Neto, head of multi-asset investments for Asia, and locally to David Poh, head of investments for South Asia.

Bordier’s Fifth-Generation Member to Return to Geneva

Previously, she also worked at Société Générale and Barclays.

Fund manager Leigh Himsworth leaves Fidelity after a decade

The UK stockpicker parts ways with Fidelity to pursue other opportunities.

Brown Brothers Harriman Makes Strategic Hire in Philadelphia

Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.

Management changes at Handelsbanken

Catharina Belfrage Sahlstrand will remain as part of the Executive Team in the role of Head of Handelsbanken Sustainability.

Robeco names Swiss sales boss in triple appointment

New Swiss sales head Carolin Hefele is joined by two new senior sales managers.

LGT Wealth India hires five senior RMs from Centrum and Avendus

The private bank had previously hired a Barclays Private Bank senior banker to boost their wealth planning capabilities

PRI appoints new Marketing and External Affairs Executive

He will take on executive leadership of the newly formed Marketing and External Affairs function.

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

Executive Moves