Managers of Wealth

Integrated Partners Promotes Andree Mohr to President

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

HSBC GPB hires investment banker in UHNW team

Colvin Lok has been appointed managing director in HSBC Global Private Bank's ultra-high-net-worth team, based in Hong Kong.

Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee

In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.

Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion

Miller will play a crucial role in setting up the team

BNY Mellon Hires Senior Nomura Executive

He will be responsible for leading BNY Mellon’s Japan business and join the Asia Pacific leadership council as a member.

Julius Baer International creates new senior role for UNHWIs and hires three managers

Stefano Lupi joins from Pictet as head of cross assets markets UK

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

Zurich independent asset manager expands partnership

Christian Fäh joined Privus in 2022 and was promoted to partner last month.

Arbuthnot Latham appoints Amit Modha as Director

His expertise lies in crafting bespoke investment solutions, as well as structuring intricate UK real estate lending and asset-backed lending.

Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales

Wealth management specialists, Chase Buchanan, confirms that Darren Fletcher has been appointed as the new Head of Global Sales

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

UBP’s North Asia Head Retires

He also worked at Citi for eight years.

Julius Baer Expands Asia-Focused Switzerland Team with New Senior Hire

This strategy primarily addresses the diversification needs of clients’ booking centers, especially amid rising geopolitical tensions.

Jack Siu Joins Lombard Odier as Head of Discretionary Portfolio Management for Asia

Lombard Odier confirmed the appointment through a spokesperson.

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

Vontobel unit head joins Top 50 IAM as partner

Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.

Luca Derlin named head of international markets at Quintet Luxembourg

Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.

Rothschild & Co appoints UK Head of HNW Wealth Management

In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.

Wealth management firm unveils senior appointments

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

Executive Moves