Managers of Wealth

Oakglen Wealth appoints Financial Controller to support Jersey and London leadership teams

Charlie qualified as a Chartered Accountant with PwC in Jersey, where he spent five years working with clients in the private equity, real estate and trust and fiduciary spaces.

StanChart Hires Wealth Planning Head in Singapore

In the role, he reports to Mike Tan, global head, wealth planning & family advisory.

Ortec Finance appoints Koen de Reus to Head of Client Servicing, Climate & ESG Solutions

Since joining Ortec Finance in 2014, Koen has been a key adviser to some of the largest pension fund schemes in the UK

Citi Wealth names chief investment officer

A chief investment officer is added to Citi Wealth team.

Abrdn appoints global head of multi-asset and alts

He succeeds the current Global Head, Russell Barlow, who is stepping down to take a role with a non-competing firm, after 26 years at Abrdn.

Stonehage Fleming managing partner joins IAM’s board of directors

Ari Tatos is one of two new members added to the board of directors of XO Investments.

Lombard Odier : management evolution within the Private Clients unit

Based in Geneva, Stephane will remain a member of the Private Clients Executive Committee and will report to Frédéric Rochat, Managing Partner and Co-Head of the Private Clients unit.

CaixaBank’s Management Committee appoints Marta Alonso as new General Manager of its OpenWealth subsidiary

Marta Alonso replaces Sol Moreno de los Ríos, who is leaving the bank after two years in the position.

New Non-Executive Director appointed at Canaccord Wealth

Her insight will be invaluable to the business as we progress in our ambition to be the best integrated wealth manager by performance and service.

Atomos names new investment boss as Bathgate joins boutique

Joshua Gennet has been appointed investment head at Atomos, replacing Haig Bathgate, who becomes Callanish Capital's latest big signing.

Financial Advisor Jose Garcia Joins UBS Wealth Management in Miami

He joins the UBS Miami Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office.

Evelyn Partners appoints Kate Morrissey as Head of Asset Allocation

UK wealth management firm Evelyn Partners has made a senior addition to its investment management leadership team with the appointment of Kate Morrissey.

Leadership transition at Bank Bonhôte

Yves de Montmollin hands over to new CEO Kim-Andrée Potvin

Maerki Baumann to establish a Technology Advisory Board

The Technology Advisory Board will actively support the private bank’s Board of Directors and Executive Board in the further development, digitisation and innovation of its business model.

Leadership transition on the Foundation Council – Christian Mumenthaler succeeds Kaspar Villiger

Christian Mumenthaler, an industry leader with extensive experience at Swiss Re, brings a unique perspective to the UBS Center’s mission.

Rathbones hires Brewin Dolphin investment manager

Gareth Evans joins the Cheltenham team as investment director, managing portfolios for advisers and private clients.

Liontrust appoints Clare Pleydell-Bouverie as co-lead fund manager

Pleydell-Bouverie has been with global innovation team since 2022

Financial Advisor Team Joins UBS Private Wealth Management in Miami

The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas.

BofA's private banking arm names new client advisers

At Bank of America Private Bank, they will provide wealth management services

Geneva trust firm recruits new partner and managing director

Mario Cohn and Pilar Martinez joined Magnolia Private Office this November.

Executive Moves