Managers of Wealth

Multi-family office deputy CIO resurfaces with VC investment club

Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC.

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.

New Wealth Advisor Joins Bank

His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions.

Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director

Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America

M&G plc Appoints Simon Tasker as Chief Transformation Officer

He was previously a Partner at Deloitte and held senior leadership roles at Credit Suisse, including Managing Director, Head of Strategic Change, Legal Entity Structuring and Transformation.

Deutsche Bank has found a head for its wealth management unit in Zurich

This new appointment is intended to strengthen services for high-net-worth clients and family offices

Charles Stanley names new portfolio head and creates business team

Prior to this, he spent several years at Old Mutual Global Investors.

IQ-EQ Guernsey appoints Client Relationship Director

Niel brings 17 years of experience in the funds industry and will work closely with client teams to further strengthen service delivery and support the firm’s growth strategy.

ProudMouth Co-Founder Joins AI Notetaking Platform Zocks

Matt Halloran will serve as chief evangelist at Zocks, leading education efforts around AI adoption for advisors.

Hedwig Ulmer Busenhart joins FINMA's management team

The FINMA Board of Directors has appointed Hedwig Ulmer Busenhart as Head of the Insurance Division and a member of the FINMA Executive Board.

Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America

Senior hires bolster the firm’s GP Solutions team

Lazard Expands Financial Advisory Leadership Roles to Advance Next Phase of Long-Term Growth Strategy

These expanded senior roles will enhance client connectivity, broaden market coverage, and invest in the next generation of banking talent, further advancing the firm’s vision for its future, Lazard 2030.

HSBC Appoints Jason Henderson as Chief Executive Officer for the U.S.

Henderson to continue advancing HSBC’s client-first approach and deepening the bank’s U.S. presence as a trusted international partner

Former Morgan Stanley wealth veteran Lim retires

The ex-Morgan Stanley co-head of investment management services, who worked for the bank in Hong Kong and Australia, is set to exit the industry.

GAM Investments strengthens German distribution presence with two senior hires in Frankfurt

These strategic appointments further reinforce GAM’s commitment to expanding its presence in Germany and delivering first-class solutions and long-term support to clients in the region.

Citi PB promotes four new MDs

They are Benjamin Choo, Richard Jiang, Andrew Li, and Sherlock Lou.

Fidelity International poaches Quilter sales head in MPS push

After two decades at Quilter, Graham Folley joins Fidelity in a newly created sales role.

Banque Heritage appoints Jérémy Dutoit as Head of Advisory & Investment Solutions

This appointment is part of the Bank's long-term strategy to strengthen its investment offering while providing its clients with increasingly relevant and personalised advice.

Jon Fadri Pitsch will become a new member of the management board of the Graubünden Cantonal Bank.

Jon Fadri Pitsch has worked for GKB since 2023 and has many years of experience in the financial sector and a proven track record.

Citi Strengthens Korean Franchise With Former UBS Executive

Based in Seoul and reporting to Cecile Gambardella and David Um, Soonwook Kwon will lead the integration and execution of Citi’s sales strategy across financial institutions and corporate clients.

Executive Moves