Managers of Wealth

Appointment of Peter Burrill as interim Group Chief Financial Officer

Standard Chartered PLC announces replacement of Diego De Giorgi

KGI hires Aaron Long as wealth management MD

Long has been appointed to strengthen KGI's wealth advisory business.

Julius Baer MD exits to run independent asset manager

Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.

Marcuard Heritage Strengthens Board with AI Expert

With the appointment of Steiger-Gablinger, Marcuard Heritage underscores its ambition to integrate technological innovation in a targeted

Hoxton Wealth recruit CFO and global head of tax

He has previously worked as group CEO of wealth management firm Hurst Point Group and chief transformation officer at Police Mutual Group.

Private bank chief to retire from VP Bank

The group is looking to replace seasoned banking manager Martin Engler, who steps down in 2027.

UBP appoints Head of Investment Services in Dubai and strengthens client coverage team with two Market Heads for the Middle East

UBP has also appointed Joy Chammas as Market Head, Middle East.

Integritas Wealth Partners announces three new appointments

People are at the heart of everything we do at Integritas.

StanChart Nabs Ex-UBS Banker for One-Bank Collaboration

Jafree joins with almost three decades of experience at Credit Suisse

Bank J. Safra Sarasin appoints Dong Chen as CIO, Asia

Dr. Dong Chen was previously chief Asia strategist at Pictet Wealth Management.

Wealth manager's CIO switches to bullion company boss

Dirk Steinhoff moves from CIO of BFI Infinity to CEO of sister company BFI Bullion.

LGT Private Bank onboards new managing directors

Edgard Vilela and Daniel Narath join after spells at Itaú Private Bank and Edmond de Rothschild respectively.

Equiom invests in corporate growth with senior hire in Isle of Man

His proven track record in delivering tailored solutions for corporate clients will further strengthen Equiom’s corporate services offering across the Crown Dependencies.

UBP Appoints Senior Trio in the Middle East

office. In the role, he will be tasked with leading the embedding of UBP's Global Investment Committee’s investment approach in the UAE hub.

Azura Wealth Management Hires UBS Executive to Expand Saudi Ultra-Wealth Client Coverage

Sisalem brings over a decade of experience from UBS and Credit Suisse, covering ultra-wealthy clients in Switzerland and the UAE.

Vanguard poaches BlackRock credit specialist to scale $250bn bond arm

Matt brings deep experience in indexed fixed income

Brooks Macdonald fund range head Hector Kilpatrick retires

At Brooks, Kilpatrick continued to head up the team running the Cornelian Risk Managed Fund Range.

Citi appoints Kriss Pachauri as Director, Global Asset Managers, Australia and New Zealand

The appointment follows a successful 2025 for Citi’s team in Australia

Certuity’s Rich Bursek Announces Four Hires to Support Growth and Technology Initiatives

Under the leadership of President and Partner Rich Bursek, Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team.

Fidelity appoints director of stewardship

Her extensive experience and leadership in stewardship and investment-focused ESG integration will enable us to continue developing our global stewardship approach to meet evolving client needs.

Executive Moves