Managers of Wealth

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.

Manulife WAM names new Asia head

The wealth and asset manager has tapped Citigroup to replace Michael Dommermuth.

Supervisory Board appoints Carsten Schmitt as new CFO

The appointment to the Board of Managing Directors is subject to regulatory approvals.

Pictet hires Lombard Odier trio to launch Swiss Asia desk

The three new recruits, including a team head and two private bankers, will form the core of Pictet Wealth Management's new Asia desk in Zurich early next year.

UBP Hires Middle East Market Head

Based in Dubai, he reports functionally to Mohamed Abdellatif, co-head of Middle East and Africa and locally to Mohamed Shoukry, CEO UBP Middle East.

Banque Cantonale de Fribourg hires regional private client chief

Marylaure Baechler arrives after two decades at Credit Suisse.

Lighthouse Canton Expands Institutional Investor Coverage

Lighthouse Canton has announced a significant addition to its global leadership team.

Indosuez WM Asia CEO Shokur to exit

Omar Shokur is to step down in January, while the bank finds a replacement.

Pictet WM loses China market head

Following her departure, Hong Kong branch CEO Alex Ng will lead the China team in Hong Kong, while finding an internal or external replacement.

OCBC Hong Kong Appoints Consumer and Wealth Head

She was most recently alternate chief executive of Citibank (Hong Kong) and head of Hong Kong Citigold and cards & unsecured lending sales.

Executive Moves