Managers of Wealth

IQ-EQ appointment targets luxury assets

UHNWI yachts and aviation in focus

Changes to UBS’s Group Executive Board

Pending the appointment of a permanent successor, Chris Gelvin will act as interim Head Group Technology, in addition to his current role of Chief Operating Officer, Group Technology.

Saltus hires ex-Ruffer investment manager

Sophie Jamieson has joined Saltus after well under a year at Cadro.

Quintet appoints Dr. Thomas Heinzl as Group CEO

Heinzl earlier worked for 12 years at McKinsey & Company in Zurich, San Francisco and other locations, ultimately becoming a partner responsible for advising leading global financial institutions.

ENBD names reshuffles senior wealth roles

The local wealth giant has made senior management changes to its wealth and private banking divisions in a series of promotions.

Huntington Bank Appoints Marc Dizard as Chief Investment Officer, Wealth Management

Dizard will lead Huntington Wealth Management's forward-looking investment strategy

Nordea AM makes double hire to sustainable thematic team

Two new portfolio managers bring team up to 15 professionals

Columbia Threadneedle hires from BlackRock for active ETF team

Fanni Pfeningberger joins after the firm’s CT QR Series Active ETF range launch

Michael Hartmann will become the new Managing Director of SVV Solution AG

Prior to this, Michael Hartmann worked for over 13 years as a consultant for Synpulse Management Consulting.

Citi’s investment management unit head joins BlackRock – report

Jasminski joins BlackRock together with a team from Citi’s investment management unit.

Rahn+Bodmer head of financial services takes on board role

Fabienne Hockenjos-Erni moved to Rahn+Bodmer in August after nine and a half years at Basellandschaftliche Kantonalbank.

J.P. Morgan Private Bank expands leadership in New Jersey

J.P. Morgan Private Bank appoints Kevin Morrison and Pete Donchez to lead the NJ market

Revolut to recruit new team to expand wealth management offering

Revolut is recruiting candidates with backgrounds in investment banking, asset management, or private capital advisory.

LPL Recruits Advisor Melissa Mirabile To Launch Forest Lake Wealth Partners At Linsco With $280 Million In Assets

Mirabile joined LPL from UBS and will be based in Albany, New York, according to the firm.

DBS makes senior MEA hire from Dubai IAM

The bank is hiring dedicated wealth planning teams to support the wealthy with tailored legacy and estate planning solutions to meet multi-generational needs.

New composition of the CIC (Switzerland) governance as of March 15, 2026

Maurizio Pierazzi, currently Head of the Special Solutions for Business and Entrepreneurs segment, will assume leadership of the Sales organization and thus join the Executive Board.

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Based in Scottsdale, Ariz., she will lead a team of 100 financial advisors and support staff and again manage $100 billion.

Charles F. Lowrey Elected to the Board of Directors of BNY

With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.

Multi-family office deputy CIO resurfaces with VC investment club

Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC.

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.

Executive Moves