Managers of Wealth

Bantleon expands its sales in Switzerland

Bernhard Utiger has more than 25 years of professional experience in asset management.

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Ensor and Uthayakumar to join Jupiter from Liontrust

The two managers will continue to manage their three small and micro cap funds “for the foreseeable future”

J.P. Morgan Private Bank Appoints Aldrin Sudirgo as Vice President and Banker in Singapore

The appointment forms part of J.P. Morgan Private Bank’s continued focus on serving wealthy individuals and families across Southeast Asia.

Citigroup poaches Charlet from Morgan Stanley to head French arm

Citigroup Recruits Jean-Baptiste Charlet from Morgan Stanley to Lead French Arm

CCLA’s Pennefather named as VP of Wealth at Insignis

Pennefather joins after a four-year career as head of intermediary sales and strategic relationships at CCLA

Robeco underlines its growth ambitions with new hires

He joins Robeco from UBS, where he worked for nine years.

Wellington Fills Its Swiss Top Job

His remit covers executing the business priorities, meeting local regulatory requirements, and developing the team.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank.

Former EFG Dubai CEO tipped to join J Safra Sarasin with big team

The regional chief executive is slated to move to the rival private bank, taking a large team of around nine bankers with him.

GAM global equity fund manager exits

Portfolio manager Duncan Bulgin has left to pursue another role, with GAM Investments in the process of hiring a replacement to work alongside lead manager Paul Markham.

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Verecan bulks up its leadership as it chases acquisitions and cross-border growth

Columbia Threadneedle boosts London investment team

Ciara Fitzgerald has joined the firm as an investment grade credit portfolio manager and will be part of the investment grade credit portfolio management team

Federated Hermes Strengthens Asia Distribution with Senior Appointment

He joins Federated Hermes from Baillie Gifford, where he led financial intermediary distribution in the region.

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

In his new role, Gust will advise some of the firm’s most complex client relationships, focusing on tax and estate planning, wealth preservation, asset protection and capital deployment strategies.

Ocorian appoints Commercial Director, Middle East, Private Clients

Throughout his career, he has focused on capital raising, working closely with regional and international investors across the private wealth landscape, and was instrumental in raising capital for MENA’s first-ever SPAC deal.

Manulife Wealth names Lior Valitsky COO amid leadership shake-up and record Q2 results

Manulife Wealth names Lior Valitsky COO and restructures its leadership team as Manulife WAM posts record gross flows and 9% earnings growth in Q2 2026

HSBC Private Bank appoints Feras Al Jaramani to lead its UAE market

New UAE market head to spearhead HSBC’s push to lead Middle East private banking

FNZ appoints Stephen Welch as Group Chair

Stephen will work closely with the FNZ Board and executive team to support the Group's strategy, transformation agenda and long-term growth ambitions.

Executive Moves