Managers of Wealth

Partners Group announces updates to its Executive Team

Stepping down from the Executive Team will be Sarah Brewer

Barclays announces appointment of new Managing Directors

This significant achievement is a recognition of individuals who consistently lead with purpose, inspire those around them, and shape the strategic direction of the business.

CACEIS Strengthens U.S. Presence with Appointment of Antoinette Behan as Director

She reports to Cyril Schopfer, Country Managing Director, USA at CACEIS.

Neue Bank AG creates new division and appoints Manuel Ribar as the new Chief Operating Officer

By creating the COO position, we are ensuring that Neue Bank will continue to stand on a stable, efficient and modern operational foundation.

Rockefeller Capital Management Appoints Dr. Lena Mass-Cresnik as Head of AI Strategy

In this newly created role, Dr. Mass-Cresnik will lead the development and integration of AI-driven initiatives across Rockefeller to deliver greater efficiency, accelerate growth, and elevate the client experience.

Indosuez WM ramps up Asia hiring spree with eight new recruits

The private bank continues its aggressive team-building strategy, bringing new faces into its relationship management, investment and insurance teams.

Premier Miton names veteran banker as chair with plans for more M&A

Profits drop as AUM fallens below £10bn at end of November.

RBC Wealth Management President Tom Sagissor to Step Down

Divisional directors Pat Vaughan and Wally Chapman have been promoted to co-lead the private client group.

Northern Trust Wealth Management Appoints Eric Freedman as Chief Investment Officer

Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region

Deutsche Bank taps BoS for global head of private bank investment solutions

Vivienne Chia will join the German private bank in Frankfurt.

Nomura IWM nabs Julius Baer banker for GSA desk head role

The NRI veteran has moved to the Japanese private bank in Hong Kong, in what has become an increasingly shallow market for relationship managers servicing the Indian diaspora.

HSBC names veteran accountant Brendan Nelson new chairman amid Asia growth push

Appointment surprises market after HSBC CEO Georges Elhedery earlier said the 75-year-old was not keen on a permanent role

Carsten Stolz will leave the Baloise Group on December 31, 2025.

Carsten Stolz has played a key role in shaping and influencing Baloise since 2002 in various functions at the group level and in operations.

Mirabaud AM hires Swiss sales chief from German giant

Mathias Peter succeeds Jérôme Paganini in his new role at Mirabaud Asset Management.

New team for corporate and commercial customers

Bank Avera strengthens its support for corporate and commercial clients with a new team

Whitmill Welcomes Karl Bekusch as Director of Private Client Services

Karl joins Whitmill from an international fiduciary services business

SGKB hires ZKB private banking team leader

Peter Guggemoos joined on Sunday as St Galler Kantonalbank's head of private banking international for Zurich.

Temenos appoints Takis Spiliopoulos as Chief Executive Officer

Mr. Spiliopoulos joined Temenos in 2019 as Chief Financial Officer

Valiant appoints New Head of Corporate-Clients

He currently heads the Bern region and has been Deputy Head of Corporate Clients Switzerland since 2024.

Skybound Wealth hires group head of tax planning

Shil Shah will lead Skybound Wealth’s tax planning proposition across all regions and sub-brands

Executive Moves