Managers of Wealth

Zurich sends the next manager for the CEO position at Orion

She has one thing in common with her predecessor: she also comes from Zurich Switzerland.

New Key Client Team at the BEKB location in Gstaad

With their extensive and long-standing experience, they will further develop BEKB's private banking offering.

Kurt Fuchs announces resignation at the end of May 2025

He had already announced this when he took over the CEO position from Hansruedi Köng in March.

Tyndall appoints new investment director

More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.

Two managers exit as Jupiter closes global convertible bond fund

Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.

RBC Wealth Management adds $855M team in New Jersey

The team, led by Michael Taggart, will join RBC’s Florham Park office.

Lalique Group intends to delist from SIX

Silvio Denz has presented public shareholders with a tender offer of CHF 40 per Lalique Group share.

Saxo Appoints Andrew Bresler as CEO of Saxo Markets UK Ltd

Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.

Revealed: Investec W&I hires trio for Glasgow as DFM head exits

David Kerr is leaving Investec W&I after nearly a decade, but former Abrdn, Evelyn and Morgan Stanley employees are joining the firm’s Glasgow base.

Northern Trus Names Chandra Dhandapani To Board Of Directors

She brings a deep range of technology, management and financial industry experience to Northern Trust

Citi Names Thailand Markets Head

Previous to that, he headed the fixed income, commodities, and sales team in Thailand for Bank of America.

Jennifer Garbowicz joins BNY Mellon Wealth Management as market president for West Florida

In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.

Swiss Life AM hires AA-rated fund manager from Fisch

Maria Stäheli joined Swiss Life Asset Management’s credit team in April.

UBS announces changes to Group Executive Board

The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG

Bank of Singapore sets up investment advisory council with appointment of leading global experts

The convening of such a diverse group of renowned experts to benefit ultra-high net worth families and high net worth individuals is one of the first-of-its-kind by a private bank in Asia.

Morgan Stanley PWM beefs up HK team with HSBC and UBS hires

The US private bank has hired a senior sales manager and a discretionary fixed income business head in Hong Kong, as part of an ongoing hiring drive in the last 12 months.

Liontrust appoints Head of the Global Equities team

The team is taking on the management of a range of Liontrust global equity funds

Luxury brand Fendi unveils new CEO

The global leader in luxury wear said Angeloglou will succeed Serge Brunschwig

Arbuthnot hires private banking director from Coutts

Miles Kean was at rivals Coutts for 23 years and has worked closely with entrepreneurs.

Richardson Wealth Appoints Derek Perritt As Vice President, Wealth Panning And Solutions

As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.

Executive Moves