Managers of Wealth

Former Pictet Asset Management director joins fVenn

Becomes part of the team with Rob Page, Neil Scaife and Tony Lanning

Nour Private Wealth Appoints Scott MacKenzie to join its Independent Advisory Board to accelerate growth, innovation, and institutional resilience

This strategic initiative underscores NPW's deliberate approach to building a leadership infrastructure that reflects the discipline, perspective, and long-term vision expected by the most discerning families and institutional partners in Canada and

Kestrel Capital announces Nick Tucker as Chairman

The appointment reflects Kestrel’s continued focus on strengthening governance, enhancing strategic oversight and supporting long-term value creation as the business continues to scale.

Fortress Investment Group Appoints Elizabeth Burton as Chief Strategist

New role will enhance provision of investment strategy perspectives for Limited Partners, and provide strategic advice to Fortress’s investment personnel

Elias Bachmann appointed CEO of REYL Overseas Ltd

In his new role since 1 February 2026, Elias is responsible for the firm’s strategy, growth, governance, and fiduciary leadership.

Andreas Neeracher is the new member of the management board.

Andreas Neeracher has worked at AKB since 2019 as Head of Controlling and Deputy Head of Finance & Risk.

F2 Strategy Reappoints Ryan Beach as Chief Executive Officer

Move reflects strong performance under Beach’s vision and strategy as he returns to lead firm’s next phase of growth across wealth and asset management

PIMCO bolsters Aussie leadership team with internal promotion

Bowe brings a wealth of experience in the investment management sector

Changes to the Board of Directors of Julius Baer Group

After concluding a period of transition for Julius Baer over the last two years, she leaves the organisation in a stronger position and has decided that now is the right time to retire from the Board at our 2026 AGM.

JAR Capital Group Appoints Francois R. Farjallah as Vice Chairman

Senior private banking executive with over 30 years of cross-jurisdictional experience joins JAR Capital Group Board.

Geoff Lloyd to lead Perpetual wealth spin-off acquired by Bain

Lloyd tells Professional Planner that he expects his role to be longer term, and the goal during his tenure is to stand up the business and invest for growth.

UBS AM adds to China equities team

Raymond Ma joins UBS Asset Management from Invesco.

Syz Bank executive exits

The private bank is searching for a replacement chief operating officer.

Geneva CIO takes senior family office post at Barclays

The bank hires Belal Mohammed Khan as it expands its coverage of the UAE.

Aberdeen Adviser CEO Noel Butwell to step down after two decades

He will remain in the role in the coming months while the company completes the process of appointing a successor.

BlackRock Expands James Verner’s Role to Lead Aladdin Business Development in APAC

In his new role as APAC Head of Aladdin Business Development, he will lead initiatives to expand the firm’s Aladdin Enterprise and Aladdin Wealth offerings across the region.

David Conde, New Country Manager of BBVA Switzerland

This appointment is subject to the corresponding regulatory approvals.

Barclays Private Bank Monaco confirms Olivier Franceschelli as CEO

Olivier Franceschelli joined Barclays in May 2020 and has been credited with strengthening the bank’s client proposition and culture in Monaco during his time as interim CEO.

UBS hires ex-HSBC private banking exec in Geneva

The group has been sharpening its focus on emerging market wealth pools, including the Middle East and North Africa.

Lioner Adds 50-Year Wealth Planning Vet as Strategic Advisor

In the role, he will act as a trusted counsel to the firm’s leadership team to provide strategic insights on long-term positioning, service development and expansion opportunities.

Executive Moves