Managers of Wealth

Nick Mangan Joins UBS Global Wealth Management as Head of Private Clients in Jersey

As Head of Private Clients, Nick is leading a team of talented Client Advisers to grow and develop what is an already strong local franchise with private clients, trust companies and family offices.

Barclays Wealth asset allocation head Jean-Paul Jaegers departs after six years

The news follows Barclays recently naming Sasha Wiggins as CEO of its private bank and wealth management division.

The Private Office promotes ex-Close man to investment director

Daniel Douglas-Wright is confirmed as investment director at the Leeds-based wealth manager.

Temenos announces Chief Executive Officer appointment of Jean-Pierre Brulard

Mr. Brulard has a strong global track record in sales and commercial leadership with software, infrastructure and technology companies.

Barclays appoints Gijs Borghouts as Chief Internal Auditor

e joined the bank in 2021, having previously held senior Auditor roles at NatWest Group, ABN AMRO and Van der Valk Hotels.

Alexander Game to join Liontrust Economic Advantage team

Alex is a natural fit for our team

Future retirement of Peter Harrison

The Board anticipates an orderly transition during 2025 and Peter will remain as a director of the Company throughout this period.

Kathrin Choffat and Roger Müller were newly elected to the BLKB bank council

The two new members of the Bank Council will take office on July 1, 2024.

PGIM grows in Middle East with key hire

With senior appointments, PGIM extends its international reach into the middle east.

Former Julius Baer team head joins LGT

Mauro Sciuchetti also held a similar role at Credit Suisse.

Bank of Singapore Nets Ex-CS Hong Kong CEO

Prior to that, he also worked at Barclays and Goldman Sachs.

Rabobank Names New CFO

Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad.

AHR Group hires two new private wealth directors

They are both member of The Chartered Institute for Securities and Investment

Erich Pfister takes over as chairman of the Zug asset manager

Erich Pfister will be the new Chairman of the Board of Directors of the Zug-based asset manager St. Gotthard Wealth

Julius Baer recruits Relationship Managers for Brazil International market

Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg.

Adam Bujalka becomes the new managing director of the Basel Banking Association

In addition to his professional qualifications, Bujalka also brings political experience, which he acquired during his six months with the FDP Switzerland.

China’s Noah to Hire 50 to 100 Wealth Managers in Hong Kong, Singapore

Noah Holdings Ltd. is seeking to as much as double the number of managers it employs in Hong Kong and Singapore to look after wealthy clients to handle an increased flow of capital from mainland China.

$820M Former Merrill Advisor Joins LPL’s Strategic Wealth Services

Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support.

Brown Shipley’s Scotland and Northern Ireland head exits

Mark Flynn has left the UK wealth manager, with head of North Martin Cuthbert taking over his responsibilities, Citywire Wealth Manager has learnt.

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

The teams join Cresset from J.P. Morgan, and previously First Republic Bank, where they managed approximately $5 billion in assets.

Executive Moves