Managers of Wealth

40 Under 40 fund buyer promoted to lead wealth services

Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.

Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director

He will lead strategic client engagements, drive financial transformation initiatives and support the growth of the firm’s financial services capabilities.

Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker

Brian seeks to understand each client’s unique needs and aspirations

Northern Trust Asset Management Appoints Global Co-Chief Investment Officers

Michael Hunstad and Christian Roth bring combined six decades of investment expertise

Bank of Singapore names new product development head

The Singaporean private bank has appointed a new product development head within its investment solutions group.

Raffles Family Office Adds Duo to Board, Front Office

Raffles Family Office has appointed Terence Seow as managing director, board advisor

Urs Fehr becomes Head of Communications and Investor Relations

Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.

Deutsche Bank Hires 13-Year Citi Veteran Baker in US Wealth Push

Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.

Private markets platform adds Santander AM chair to board

Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.

Fund buyer returns to German group to replace outgoing selector

Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.

Citi hires JPMorgan veteran for wealth business

Russell Budnick joins Citi Wealth as global head of capital markets

Credit Suisse Veteran Joins Private Bank

Sébastien Pesenti has recently become the head of Indosuez Wealth Management’s domestic business in Ticino, Switzerland

Julius Baer managing director retires

Paul Van Neste retires after nearly 15 years at Julius Baer.

Nucleus appoints group Chief Risk Officer

Louis joins Nucleus from Brooks McDonald

Rothschild & Co adds new Client Adviser to its Wealth Management team in Dubai

Rami Saad joins the local Dubai-based team with immediate effect to meet growing client demand across the region.

Zurich Private Bank Appoints Prominent New Board Member

She succeeds Peter Altorfer, who declined to stand for re-election.

Selector 100 fund buyer exits for senior role at German private bank

Multi-asset specialist to assume head of portfolio management position at new employer.

Mirabaud & Cie (Europe) SA strengthens its governance with the appointment of Carlo Thill to its Board of Directors

This appointment is part of the Group’s strategy to consolidate its governance structure in Luxembourg and support its strategic development in Europe.

Morgan Stanley Names One-Bank Specialist for Asia

He has over 15 years of capital markets experience and started his career with UBS in equity capital markets.

Executive Moves