Managers of Wealth

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

Based in Sydney, Camilla will report into RBC BlueBay’s Head of Distribution, Anthony Pickering.

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan Africa

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

We are delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to the PIMFA Board of Directors.

Bank von Roll reveals private banking boss in reshuffle

The private banking group has added asset management and private banking heads to its executive board.

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

DBS names new Chief Sustainability Officer

Wong to lead DBS’ sustainability efforts to support Asia’s ongoing transition towards a lower-carbon economy

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council.

He takes over the chairmanship from Thomas Bauer, who has been serving as interim chairman since September 1, 2025.

Executive Moves

Raymond James Appoints New COO for Private Client Group

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Absolute Financial Group appoints chief compliance officer

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

Bank von Roll reveals private banking boss in reshuffle

J.P. Morgan Welcomes a New Banker and Managing Director

DBS names new Chief Sustainability Officer

Hightower Appoints Roberto Stewart as President and Chief Business Officer

Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council.

Avaloq Names New Managing Director for Switzerland

LBP AM European Private Markets appoints Thorsten Göttel as Sales Director Germany

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

Icon Solutions Appoints Anders Olofsson as EMEA Sales Director to Drive Global Adoption of the Icon Payments Framework

Raiffeisen Switzerland completes new Credit Research Team

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Newsmakers: Ledyard Wealth Management names CIO

Sanctuary Wealth Welcomes OPT Wealth Management