Managers of Wealth

Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager

She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.

Bellevue Strengthens Asia-Pacific Presence With Senior Appointment

Bellevue Asset Management has appointed Diya Lowe as Head of Distribution Asia Pacific, underscoring the firm’s ambitions to accelerate growth in the region.

LGT recruits ex-UBS bankers for new team in Geneva

LGT has recruited a five-person team to cover the Portuguese market, including ex-UBS bankers Ricardo Dias Afonso and Joao Correia.

Boston Consulting Group appoints Benjamin Morach as Head of Switzerland

He has extensive experience guiding financial investors through all stages of the investment lifecycle

EFG Strengthens South Asia Team with Senior Hires in Singapore

Batra has over 20 years of wealth management experience

Barclays Adds Four Veterans to Private Bank in Singapore

Aside from the front office, the bank has also appointed Jerome Idres as head of investment services platform

FAB Private Banking names new SG head

The Abu Dhabi bank has a new Singapore-based private banking head, following the departure of its previous Asia chief.

Mirabaud appoints new Middle East CEO

The Swiss banking group is refreshing its regional leadership to expand its footprint in the Middle East and capture untapped sources of wealth.

Neill Blanks appointed CEO of MainStreet Partners, succeeding the founder Rodolfo Fracassi

The Board and the entire team extend their deep gratitude to Rodolfo

US Bank appoints new president of Affluent Wealth Management

In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.

Raymond James makes two senior hires within wealth management division

The appointments of Chris Cahill and Ben Camp-Bell bring new senior leadership and additional strategic vision as Raymond James further strengthens its wealth management capabilities in the UK.

James Roberts to head wealth manager Blevins Franks in its fiftieth year

Roberts becomes only the third leader of the business as it celebrates its fiftieth anniversary

Citi strengthens Swiss financial institutions team

Employee of 13 years Denisa Dumitrescu has joined the financial institutions group (FIG) within Citi’s Corporate Bank in Switzerland.

UBS Taps Singapore Veteran to Lead Middle East Wealth Push

He will report to Niels Zilkens, Head Wealth Management Middle East

Withers appoints a new CEO Ceri Vokes

Ceri will continue to practice as a tax lawyer in addition to her role as CEO.

Crédit Agricole CIB Appoints Natacha Gallou to Head the Americas

The position is effective October 1, 2025.

Fisch Asset Management appoints Head of Sales

He will lead the sales team represented in Zurich and Frankfurt

Bianca End becomes new Country General Manager of Nexi Switzerland

Bianca End brings over 20 years of international experience in the technology and digital industries.

Jonathan Ruffer announces retirement

Ruffer will continue to provide 17% of its profits annually to support Jonathan’s charitable causes.

Désirée von Michaelis becomes new member of the Executive Board of Luzerner Kantonalbank

Désirée von Michaelis has many years of experience in the financial industry and proven expertise in Swiss wealth management.

Executive Moves