Managers of Wealth

JP Morgan UK private bank head Gregson exits

Oliver Gregson has left after an eight year stint, with a search underway for his replacement.

Thurgauer Kantonalbank hires external asset managers head from fellow cantonal bank

Simone De Solda joins TKB as the head of external asset managers.

Quilter adds a further four firms to its network

These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.

Evelyn Partners strengthens employee solutions offering with Manchester tax partner appointment

In her new role as tax partner, Julie will act as a trusted adviser to businesses of all sizes, on the complexities of employment tax and compliance.

Oakglen Wealth appoints Jersey office Compliance Lead

In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey.

Savvy Taps New Growth Officer to Bolster RIA Push

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

New firm to target high-net-worth and emerging-wealth clients

Emirates NBD names new group head of wealth advisory

The internal promotion comes after the bank introduced its next gen programme last year.

Adrian Mazenauer appointed as CEO of SCB Julius Baer

SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Adrian Mazenauer as the new CEO effective immediately.

Julius Baer sheds 400 jobs, downsizes executive board

The company’s executive board has now been trimmed from 15 to 5 members, as the bank eyes another CHF110m in cost savings.

Stonehage Fleming Appoints Alasdair McLaren As New Director in Family Office Division, Guernsey

Alasdair and Patrick will both report to Gillian Ralston Jordan, Partner and Head of the Family Office in Guernsey.

Julius Baer Thai JV appoints new CEO

Adrian Mazenauer will lead the joint venture between Siam Commercial Bank and Julius Baer.

Stonehage Fleming Investment Management Announces Promotion of Nick Burchett

Nick has demonstrated his deep knowledge and investment experience managing two of our flagship funds alongside Paul.

Westpac : Chief Executive, Business & Wealth

He joins Westpac from the Commonwealth Bank of Australia, where he is Executive General Manager, Regional and Agribusiness Banking in Business Banking.

Northern Trust Asset Management Expands Global Quantitative Investment Strategies Team Series of Appointments

Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation

Greek wealth manager promotes selector to co-CIO

Dimitris Dalipis has stepped into the role of co-CIO alongside Chris Aesopos, the firm’s chief executive.

Standard Chartered PLC appoints Maria Ramos to succeed José Viñals as Group Chair

She has extensive international non-executive and Chair experience as well as a deep understanding of operating across emerging and developing markets.

Barclays Private Bank appoints head of investments for Switzerland and Dubai

The senior hire was previously at Pictet focusing on the Middle East region.

Carlyle-backed wealth manager Hurst Point appoints new CEO

Andrew Westenberger succeeds Ian Gladman at the parent group of Hawksmoor and Argentis.

J.P. Morgan Asset Management Names Japan CEO

In the role, she will be responsible for driving the strategic direction and accelerating the growth momentum of the Japan business

Executive Moves