Managers of Wealth

Investec appoints new Head of Offshore Real Estate Lending

Hollie Sleigh will lead a team helping high-net-worth clients with real estate opportunities in the UK and Channel Islands.

AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer

She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.

Appointment of two new partners at Cité Gestion

Throughout her career, she has worked at leading financial institutions, including Banco Santander, KBL European Private Bankers and Banque Internationale à Luxembourg (BIL).

Lugano private bank names executive president

Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.

Change in the management of Schaffhausen Cantonal Bank

The Board of Directors extends its sincere thanks to him for his many years of dedicated service to Schaffhauser Kantonalbank.

DWS Appoints CEO of Korea

He succeeds Byun Hyun‑Soo, who will continue in the role of DWS Korea chairman during the transition period and will also continue to serve as head of liquid investment strategy for Korea.

Executive shuffle at AMP; ACC confirms investment comms head; wealth boutique hires new chief; Dundas partner departs

Vernon formally replaced Alexis George as AMP chief on March 30 as the New Zealander completed a 17-year climb through the ranks of the ASX-listed financial services group.

Standard Chartered hires Jan Metzger to lead global coverage team in Corporate & Investment Banking

Jan joins from Citi, where he was most recently Co-Head of Investment Banking for Asia Pacific.

Cazenove Capital strengthens its sustainability and impact capabilities with appointment of Ines Ingabire

Her appointment underlines our commitment to helping clients to align their wealth with their values.

Oakglen Wealth Planning appoints Financial Adviser in Jersey

His experience and client-focused approach make him a strong addition to our growing team.

Schroders strengthens senior leadership with new Head of Europe to drive continued momentum

In that role, he led a team of more than 350 employees across multiple European jurisdictions, with responsibility for the wealth management platform and its strategic development.

UBS executive vice chair Ros L’Esperance to leave at month-end

L’Esperance joined UBS in 2014. Before that, she held the role of head of global corporate finance at Lehman Brothers.

UBS UK private client head resurfaces at Coutts

Appointment of Shona Baijal ends the Square Mile institution’s search for a new private client head after false start with Prince Andrew’s former equerry

Scott Rüdlinger Zoller appointed Head of Products & Services

Rüdlinger Zoller, who has worked for the bank for over six years in various roles, has more than 20 years of professional and management experience in banking, particularly in the areas relevant to his new role.

Banque Heritage expands managing partner circle

Jean-Christophe Rochat has been chief investment officer and head of asset management since 2019.

Broadridge Appoints General Manager of Newly Created Institutional Governance Business

New investments in technology platforms offer unbiased and neutral solutions and increasing efficiency for the proxy ecosystem

Harper Macleod strengthens private client team with appointment of Carole McAlpine Scott

Her appointment enhances Harper Macleod’s ability to provide joined‑up, commercially focused advice for clients and their advisers.

Ocorian appoints Chief Financial Officer

She has extensive experience leading large global finance teams of more than 350 people, including shared service centres, and has a strong track record in governance and compliance.

WTW strengthens team with new wealth investment appointment

Sophia brings nearly a decade of experience across leading investment management firms in the UK Wealth market.

BNPP AM appoints deputy CEO

Isabelle’s appointment is a key factor in the success of our organization.

Executive Moves