Managers of Wealth

BNP Paribas WM team head tipped to join DBS

The banker was a managing director and team head for the French bank for over four years.

iCapital ® Adds Senior Leadership in APAC and EMEA to Further Accelerate its Global Expansion

Tuan Lam and Daniel Imhof bring deep industry experience and track records of global success to iCapital

Adams Street appoints new global head of Wealth Management

The growing demand for alternative investments among high-net-worth individuals has been a key driver of acquisitions, partnerships and platform launches this year.

Vontobel changes PM lineup after star departure

Swiss asset manager has appointed Thomas Schaffner and Raphael Lüscher to lead its mtx portfolio management team.

Hugh Cuthbert quietly parts ways with SVM after 18 years

Citywire has learned that European fund manager Hugh Cuthbert left SVM Asset Management, a part of AssetCo’s River Global Investors, earlier this year.

Brown Shipley appoints Cara Walters as Head of HR

Prior to this, she served as the Singapore-based Head of HR, Asia, at Coutts, focusing on employee engagement and business change programs.

Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team

Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office

Goldman Sachs Asset Management Appoints Chief Transformation Officer for the Client Solutions Group

He joins as a partner based in New York.

Four new faces boost Canaccord Jersey’s Portfolio Management Team

They join their former colleagues Anthony Teixeira and Sam Elliott.

Julius Baer appoints Stefan Bollinger as Chief Executive Officer

Stefan Bollinger, currently a Partner at Goldman Sachs, has been appointed Chief Executive Officer of Julius Baer, starting in early 2025.

Rothschild & Co’s UK Wealth Management business names Deputy CEO

James will continue to report to Helen Watson, UK Wealth Management CEO, who he has worked with for almost two decades both at Rothschild & Co and, before that, at Morgan Stanley.

Brooks Macdonald strengthens its IFA offering with the appointment of Head of Adviser Solutions

The appointment of Greg Mullins will bring greater focus to serving the needs of IFAs and their clients

Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

Praxis appoints Gavin Carruthers as part of corporate services expansion

With strong technical expertise and an accounting background, Gavin has also acted as a board director on Jersey and Cayman Islands-regulated funds.

GAM’s Sustainability Head Is Latest Senior Exec to Depart Swiss Money Manager

Maier has decided to take up an opportunity outside GAM and will be leaving the firm at the end of August

HIGHVERN boosts Irish market strategy with key leadership appointments

This strategic move reflects the company’s growth and commitment to building its business in Ireland.

Julius Baer Nets Ex-Deutsche Banker For Thailand Market

Based in Singapore, he reports to Shui Wei Ho, market head for Thailand and Asia Switzerland.

Rathbone Greenbank co-founder to retire

John David, who co-founded the firm 20 years ago, will be replaced by David Cox as head of business.

Indosuez Wealth Management strengthens its team in Valencia with the appointment of Luis Vila as a senior wealth manager

Vila will report to David Nogués and Begoña Cebrián, respectively Director and Deputy Director of Levant Region at Indosuez Wealth Management.

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

Executive Moves