Managers of Wealth

Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management

Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.

J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires

Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm

Rathbones Asset Management boosts Scotland and Northern Ireland distribution

She will be based in Glasgow, and will build relationships with wealth managers, financial advisers, and intermediary clients across the regions.

Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson

Both positions are within Sales and Distribution in the intermediary business.

KeyBank Appoints Robert Weiss to Lead Family Wealth Business

He is based in New York City and reports to Key Wealth President Joe Skarda.

Masttro Appoints Jay McNamara as Chief Executive Officer

Seasoned leader to accelerate wealth tech pioneer’s strong growth and momentum

With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions

Farro Ventures Expands Businesses in Singapore, Dubai

Prior to that, he held senior leadership roles at Barclays, UBS and Standard Chartered.

Hatstone associate admitted as solicitor

She works within Hatstone’s private wealth team, specialising in trust and corporate matters, with a particular emphasis on wills and probate.

HSBC Nabs Ex-Citi Banker for Singapore Wealth Hub

She was most recently Citigold & Citigold Private Client banking director for wealth management at Citibank Singapore.

Walter Giger appointed new CEO of LGT Financial Services

Walter Giger has been Head Global IT at LGT and a member of LGT Financial Services’ Executive Board since 1 April 2023.

BKB announces new department head

BKB’s Michel Frei is to take over as head of commercial customer sales and become an executive board member.

Close Brothers CEO steps down three months after medical leave

Sainsbury left the role to focus on his health following a consultation with the board.

Blue Owl Capital Hires Algebris Investments' Yoichi Nakamura to Lead Private Wealth in Japan

Yoichi brings over two decades of experience covering securities companies and scaling the wealth businesses for global asset managers within the Japanese market

Janus Henderson expands Swiss sales team

He reports directly to Marc Theis

Citi Wealth's Asia family office advisory head joins JP Morgan

Faye Ong joins JP Morgan as head of the philanthropy centre Singapore and Southeast Asia.

Muzinich strengthens wealth team with BlackRock hire

Pam Hsieh joins as director of marketing and client relations.

BOS names market group head and hires discretionary trio

Bank of Singapore adds three to its discretionary team and its five new market group heads take on their new roles.

Wren Sterling chair Darby stepped down at the end of 2024

Wren Sterling said Darby had “helped steer the business to deliver strong performance and client outcomes.”

Basel-based private bank Baumann expands its circle of partners

He has been heading the Zurich branch since June 2023 and is a member of the operational management team.

Executive Moves