Managers of Wealth

Wealth Management Bank Lobby Appoints New CEO

Gentinetta will now focus on his role at Julius Baer.

Charlotte Aspinall joins Charles Stanley as Senior Investment Manager

In her new role, Charlotte will be responsible for managing bespoke investment solutions for high-net-worth clients.

UBS Appoints Key Positions in GWM Solutions

With this initiative, Rob Karofsky and Iqbal Khan aim to enhance the service offerings and improve efficiency.

LPL hires T. Rowe vet to lead investment management solutions

Cheri Belski replaces Rob Pettman. She will oversee a host of new products being added to the firm's platform.

Bastian Barthelmann Joins GenTwo as Chief Operating Officer (COO)

Bastian brings over 15 years of experience in strategy and management consulting at Accenture

Atlantia Wealth Management Strengthens Its Commercial Team In Switzerland

The hiring of Carmen reaffirms the independent advisory firm's commitment to growth, both in Spain and Latin America

EFG Snatches Up Client Advisors from Banque Havilland

«A big welcome to our new team,» Wehrlich stated in his post, highlighting their collective experience and expressing enthusiasm for their future contributions.

Former Swiss small and mid-cap fund manager resurfaces at Moody’s

Ronald Wildmann is now developing Moody’s domestic and foreign capital markets strategy.

‘Huge demand’ driving recruitment as Timeline hires Brooks veteran

Carol Lewis joins the expanding MPS provider after 15 years at Brooks Macdonald.

Killik & Co fortifies family business with managing partner hires

By hiring managing partners, Killik & Co reinforces the family firm.

Gaëlle Malléjac appointed Global Chief Investment Officer of Ostrum Asset Management

She will particularly focus on leveraging all of Ostrum AM’s expertise to develop solutions that address the current and future challenges faced by its institutional clients

Nicola Wealth Announces Key Executive Leadership Appointments

This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.

Former Ninety One private banking head resurfaces at Fiera Capital

John Cappetta joins the investment firm in Asia and will continue to be based in Singapore.

Brooks Macdonald Announces Top Executive Changes

Brooks Macdonald has released an update.

LLB bolsters Swiss private banking with four new recruits

The bank’s hiring spree comes in light of its expansion of the private banking and corporate client operations across Switzerland.

Billion franc Swiss property fund names new portfolio manager

Daniel Babic takes charge of the SF Sustainable Property fund, which has a market capitalisation is CHF 1.1bn and is run by the Swiss Finance & Property Group.

EFG Expands Hong Kong Presence with Key Hires from Citi Private Bank

The leadership at EFG highlighted that these hires reflect the bank's commitment to enhancing its presence in Hong Kong and Greater China

Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Founding head of Rathbones Newcastle office retires

Nick Swales steps down after 11 years at Rathbones, handing the baton to long-time colleague James Kyle.

VG appoints new Business Development Director

Located in the UK, Danny will work closely with the VG’s well established employee incentives team based in Jersey which is managed by Joel Wheeler.

Executive Moves