Managers of Wealth

Tatton investment specialist head exits after seven years

Tatton says that it is in the 'final stages' of appointing a successor to Chris Robinson.

Private bank managing director returns to ex-employer after six months

Christian Rohr rejoined Assurinvest to manage mandates in July.

Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex

He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.

BofA Private Bank Hires Citi’s Palacio in South Florida Push

In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.

BEA Names Regional Head of Private Banking

Previously, he held other product and portfolio management-related roles at BMO Private Banking, EFG, BNP Paribas, HSBC and UBS.

Microsoft Switzerland Appoints SE&O Lead

Ann Jameson will lead Microsoft Switzerland’s Sales Enablement & Operations (SE&O) business, bringing over 25 years of experience across sales, finance, and operations. 

ZKB rehires J Safra Sarasin manager to launch Healthy Longevity fund

J Safra Sarasin recruits A-rated portfolio manager Simone Poma as Chi-Tran Brändli switches to ZKB.

Northern Trust appoints global head of stewardship

He previously worked in global custody operations for Northern Trust and JP Morgan Chase.

Team Plc welcomes three new partners to NEBA Private Clients

The three appointments mark a significant milestone for NEBA Private Clients, as partners’ global expertise is integrated and the offering of financial solutions to clients is enhanced, tailored to their individual needs and aspirations.

Deutsche Bank PB’s new UHNW head relocates to Singapore

Bank’s restructure of its Asia team sees veteran banker move from London office to take up new role.

Coutts’ asset management head Mohammad Kamal Syed resigns

Bank executive became interim chief in wake of Nigel Farage ‘debanking’ scandal

SJP appoints head of responsible investment from Aviva

Ford reports to Joe Wiggins, director of investment research at SJP.

Equiom enhances Corporate Services team with key appointments

Sarah Cobden joins as Head of Corporate Services with a background in corporate administration and a proven track record of leadership

James Dyson’s Family Office Names New CIO for $18 Billion Empire

Jane Simpson is promoted from deputy role at Dyson’s Weybourne

BlackRock Appoints APAC Chief Operating Officer

Prior to joining BlackRock in 2022, she also worked at Nikko Asset Management, Morgan Stanley and Merrill Lynch in the UK as well as Japan.

StanChart PB recruits senior exec from UBS GWM

The former UBS executive was with Credit Suisse for over 15 years, before deciding to make the move.

Ari Hadida Joins CV Advisors as Portfolio Manager and Investment Committee Member from Miami-Based Multi-Family Office

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Ultra-High-Net-Worth Clients With a High-Touch Single-Family Office Service Platform at Scale

Schwyz private equity boutique promotes investment director to partner

Private equity firm Ufenau Capital Partners targets small and mid-sized companies.

Fairway promotes eleven team members

We are delighted to announce eleven well-deserved promotions across our offices.

Fiduciary Trust International welcomes new senior relationship manager in New York office

Mr. Flood brings over three decades of private wealth management expertise and a strong industry reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards

Executive Moves