Managers of Wealth

Rothschild & Co appoints James Morrell as CEO of UK Wealth Management business. Current CEO, Helen Watson, becomes Chair

Both roles will be effective 1 January 2026, subject to regulatory approval.

Ex-Lombard Odier team leader joins Geneva wealth manager

Julien Gautheret has joined Alkimia as the head of Franco-Swiss wealth management, following senior roles at Lombard Odier and UBS.

BNP Paribas stalwart joins Lugano private bank

Francesco Gargano has joined PKB Private Bank at its headquarters in Lugano.

Investec Bank appoints portfolio manager in Zurich

International asset manager Investec is strengthening its team in Zurich. The newly appointed Senior Portfolio Manager joins from Schroders.

Raffles Family Office Strengthens Hong Kong Hub with Senior Hires

Both executives bring decades of experience in wealth management, private banking, and family office advisory, enhancing RFO’s ability to serve ultra-high-net-worth (UHNW) clients across Asia.

Cramer names private banking chief and chair

Banque Cramer has recruited Fabian Käslin as head of private banking and Reto Kunz as chair of the board of directors.

Schroders Wealth Management announces new hires to drive global growth

These appointments reflect both our ambition and our intent.

Investec Switzerland hires Schroders PM in leadership role

Jaime Arévalo has joined Investec in Zurich as a senior portfolio manager.

New LGT Wealth Management CEO appointed

Ben Snee is succeeded by Heinrich Henckel.

MUFG to boost hiring in Japan’s wealth management sector- report

The initiative aligns with the bank's strategic focus on the wealth management sector.

Former RBC Brewin Dolphin research head joins Titan Wealth

Michael Paul joins Titan as an associate director after 11 years with RBC Brewin Dolphin.

Rothschild & Co Bank International welcomes Banking Services Business Development Executive in Guernsey

We are delighted that Andrew has joined us as we continue to grow our Banking Services business

ZKB names insider as chief investment officer

After five years with the bank, Anja Hochberg is set to succeed Christoph Schenk, who is retiring, as CIO.

MUFG is hiring more bankers in Japan wealth management push

That compares with around five hires a year recently.

KeyBank Promotes Alessi to Regional Director of Wealth and Estate Planning, Miles to Market Leader of Key Private Bank

Alessi will lead wealth management teams throughout the KeyBank’s East Region, including offices in New York, New England, Eastern Pennsylvania and Florida.

JM Finn adds another Investec W&I manager to new court of protection arm

Tom Cheesman reunites with former Investec colleague, Jonathan Taylor, at the wealth firm's new division.

Leadership Transition Announced at LGT Wealth Management UK

He knows LGT inside out, and as a member of the LGT Wealth Management UK Governing Board

Diya Lowe takes over as Head of Distribution Asia Pacific

Diya Lowe took up her new position this month.

FNZ appoints Jon Gidney as Chair of APAC Board

Trevor Matthews has retired after more than a decade of service

LGT Wealth Management co-founder and CEO Ben Snee to depart

Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.

Executive Moves