Managers of Wealth

Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director

He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking.

Rothschild & Co further develops GP Solutions business with Nicolas Lanel

Nicolas Lanel brings more than 30 years of experience in investment banking, the last 18 of which are closely associated with the emergence of the GP-led secondary space.

U.S. Investment Specialist Expands Presence in Switzerland

The company appointed Robert Steiner as Head of Wealth Distribution for Switzerland and the DACH region.

Ex-VP Bank CEO Joins WRISE Singapore's Board

Prior to that, he also worked at Deutsche Bank, Julius Baer and Credit Suisse.

HSBC global discretionary head leaves to set up family office

Owen Jenkins, HSBC's global head of discretionary portfolio management, has left the bank, and will be replaced on an interim basis by Sai Tampi.

UBS hires ex-JPMorgan dealmaker Dawson to co-head levfin origination in Europe

The Swiss bank has been looking to gain ground in leveraged finance

New manager duo join €6.3bn Pictet environment strategy

Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.

New manager duo join CHF 5.5bn Pictet environment strategy

Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.

Copernicus Senior Partner New at Alpen Partners

Prior to that, Hollenstein spent 16 years as a managing director of the external asset manager department at Credit Suisse in Zurich.

Northern Trust Asset Management Names UK Head of Sales

Tim Brown Latest Regional Hire in Growing International Presence

14 people promoted at Ocorian

The promotions highlight Ocorian’s ongoing growth, and its dedication to nurturing progression for its team members.

Andrius Načajus will become the CEO of INVL Asset Management

Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office.

Lombard Odier's Magnenat to become LOIM UK CEO

The regional Asia head moves to London, as former Indosuez WM Asia boss Omar Shokur starts his new role at the Swiss private bank.

Bankwell Appoints Brian Merritt as Chief Technology Officer

He served as SVP, Head of Product at Cross River and was previously CEO of Seed, an online business bank.

Top 50 IAM appoints 10 partners in Switzerland

Probus Pleion has expanded its partnership to 17 people. The new partners come from five branches across Switzerland.

UBS launches two Nasdaq-focused ETFs

The Swiss firm’s latest ETFs come in both standard and ESG-enhanced variants to track Nasdaq-100 listed stocks.

Barclays appoints Kieran Whitty as a Co-Head of Healthcare for Europe, Middle East and Africa

This appointment reflects Barclays’ effort to continue its growth in the UK and Continental Europe

Daniela Diethelm Takes On New Role at Vontobel

She was simultaneously a member of Vontobel’s Wealth Management executive committee.

Evelyn Partners expands its debt advisory practice with experienced appointments

The new joiners follow the appointment of Fenton Burgin as partner in September 2024 to significantly expand the debt advisory team at Evelyn Partners.

HSBC confirms Kanas Chan as North Asia private bank head

Hong Kong-based Chan is taking over as head of global private banking for North Asia and Hong Kong.

Executive Moves