Managers of Wealth

Omar Castro and Javier Villanueva Join UBS International in Coral Gables

The bankers are joining from Merrill Lynch to cover the international market in South Florida.

Top execs switch jobs at Northern Trust

In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.

Former Deutsche Bank North Asia market head IM joins BDO

After over a decade at the German lender, the investment specialist has moved to a Philippines bank.

Robertson Stephens Adds Industry Veteran Mike Barnes as Head of Operations

Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions

CaixaBank's Management Committee appoints Belén Martín as new Head of Private Banking

She holds a degree in Economics and Business Administration from the Autonomous University of Madrid and an MBA from IADE and completed executive programs at both ESADE and IE Business School.

GAM hires Client Director Andrea Astone in Geneva

In his new role, as Client Director, Andrea will focus on wholesale clients in French and Italian speaking Switzerland and will be based in GAM's Geneva office.

Zurich family office names ex-Credit Suisse exec as client chief

Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.

Katherine Jones appointed as Chief Financial Officer

Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance.

EFG Bank von Ernst names new head of intermediaries

Ruurd Boomsma and Luca Ritter join EFG Bank von Ernst as part of its intermediary expansion.

Indosuez WM expands relationship management teams

Ezgi Bosson-Cagdas, Marcelo Rezende and Renzo Peroni have joined Indosuez Wealth Management.

Amundi - Appointment of Francesco Sandrini

Amundi announces the appointment of Francesco Sandrini as Chief Investment Officer of Amundi Italy.

Amundi - Appointment of Philippe d’Orgeval

Amundi announces the appointment of Philippe d’Orgeval as Deputy Group Chief Investment Officer*.

Evelyn Partners strengthens tax offering with Manchester director appointment

Based in Evelyn Partners’ Manchester office, Gary will provide end-to-end tax advice across the business lifecycle.

Digital family office hires heads of wealth management, advisory operations

Strategic hires made as firm achieves significant AUM milestone.

Federated Hermes opens first Swiss office and recruits ex-Credit Suisse client coverage chief

Federated Hermes has named Pascal Weber as a director - business development for Switzerland.

Praxis appoints Head of Private Wealth & Corporate Services, BVI

She will oversee the day-to-day operation of the BVI office and support the development of the Group’s BVI offering globally

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

Leo Wealth hires senior managing director in Singapore

Talbot has spent more than 20 years as a global citizen himself

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

Executive Moves