Managers of Wealth

Mercer Advisors Tap 2 for Leadership Roles

Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

Citi Private Bank Appoints Chad Reddy as Market Executive – West

Chad will oversee the Private Bank’s presence in this critical region, supporting the growth ambitions and wealth goals of our clients and

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform

Boston Multi Family Office Announces the Appointment of Head of Compliance

He is a Certified Money Laundering Reporting Officer and holds a Diploma in Anti-Money Laundering from the International Compliance Association.

LGT appoints Europe CIO

Philipp Lisibach takes on the role in addition to leading an investment strategy and themes team.

Private bank hands senior role to rated fund manager

Piguet Galland promotes Daniel Steck to head of equity research.

UBP appoints Head of Investment Services UK

The appointment builds on Peter’s established track record within the firm.

Integritas Wealth Partners makes key hires

Sharon Sinclair has been appointed Senior Wealth Support Officer and works closely with the Wealth Partners to ensure clients receive a smooth, accurate and well organised service

LLB Group achieves profit at previous year's level

The financial statements include the former ZKB Austria for the first time for the entire year.

WRISE Group Launches Client Service Centre in Taipei

New client service centre expands WRISE’s regional footprint by serving as a bridge for cross-border capital flow and integrated family office services in East Asia

Northern Trust Appoints Jessica Donohue as Head of Asset Servicing, Americas

Northern Trust provides market-leading solutions to nearly 3,000 institutional clients in 53 countries

Vontobel Names Global Consultant Relations Head

Based in London, Anthony Corrigan will lead the manager’s engagement with investment consultants.

Alain Girard to assume leadership of FINMA’s Banks division

The division has since been managed on an interim basis by Simon Brönnimann

Lazard Expands Its Healthcare Services Team With Addition of John Koski and Robert Lowe

Rob also joins Lazard from Allen & Co.

JTC expands Commercial Office with Appointment of David Gilchrist as Director

Based in London, David will play a key role in supporting the development of JTC’s suite of products and services,

Evolve Private Wealth Names Morgan Stanley Advisor Brett Cohen as Managing Partner

Leading advisor joins independent multifamily office expanding its national footprint

Remitly CEO Steps Down, Succeeded by Santander Executive

He’ll also join Remitly’s board, which Oppenheimer will continue to lead as chairman.

Belvoir Capital names asset management head

Stephan Kiefer left Copernicus Wealth Management in August 2025.

J Safra Sarasin portfolio manager joins Lombard Odier

Clément Fortin has joined the firm after running a global corporate bond fund at his previous employer.

Citi credit repo trader joins BBVA

New hire will be based in London and also previously worked at RBC Capital Markets earlier in her career.

Executive Moves