Managers of Wealth

Amati Bolsters Distribution Team with the Appointment of Tom Whitfield

Whitfield spent five years in investment management with the London office of Brewin Dolphin, as part of a team managing discretionary and advisory client portfolios.

SCB Julius Baer welcomes executives from Julius Baer Group and Siam Commercial Bank

The Company is fully committed to establishing itself as the go-to wealth management business for ultra-high-net-worth individuals (UHNWIs) and high-net-worth individuals (HNWIs) in Thailand.

Stonehage Fleming appoints senior trustee in Jersey

Laura Perkins will be a senior trustee of the board responsible for managing assets held for beneficiaries.

BLKB elects new member of management

Born in Laufental, Matthias Kottmann has been with BLKB for over 10 years.

Praxis recruits Nathan Petty as Business Development Director

In his new role, Nathan will work with Dominic de Mariveles – who joined Praxis in August as Commercial Director in London – to develop the firm’s private wealth and corporate services offering.

SNB Taps its Singapore Head for Zurich-Based Role

He will be one of eight delegates for regional economic relations

Consultancy Alpha FMC appoints new CEO

Euan Fraser will leave his role as chief executive on 31 March.

Credit Suisse Splits Global Equities Into Two Regions

Credit Suisse appoints Neil Hosie and Doug Crofton as co-heads of cash equities globally, succeeding Anthony Abenante in the role.

Peter Romanzina takes over the management of Vontobel Swiss Wealth Advisors from Jacqueline Hess

It is planned that Peter Romanzina will also lead the new unit that will be created as a result of the legal and operational merger of Vontobel SFA and VSWA at the end of the first quarter of 2023.

Stadtsparkasse Wuppertal has a new head of private banking

He has been responsible for business with wealthy private customers

Deutsche Bank Names Group Head of Southeast Asia Wealth

She also spent five years at UBS.

Rothschild & Co appoints a new Senior Adviser

He will have a particular focus on supporting the development of our Global Mining & Natural Resources and Investor Advisory businesses.

Indosuez Wealth Management appoints Chief Financial Officer

Based in Paris, he reports to Jacques Prost, Chief Executive Officer of Indosuez Wealth Management

Luca Bonansea, director of private banking at Bnl Bnp Paribas

He takes over from Isabella Fumagalli, who has expressed the need to take advantage of a sabbatical period.

Camden National adds two senior advisors to wealth management team

Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.

Morningstar Appoints Director of Passive Investment Ratings

Morningstar has announced the appointment of a passive investment ratings director based in Hong Kong.

New bosses at Morgan Stanley Wealth Management

The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.

M&G reshuffles multi-asset team as Eric Lonergan exits

Eric Lonergan, macro hedge fund manager, is leaving the firm after 16 years, leading to a change in the management of M&G Investments' multi-asset team.

Alex Picot Trust Two Senior Managers Appointed

Their appointments reflect our long-term commitment to continuing as an independent Jersey trust company by adding strength and depth to its client management capabilities.

DB appoints head of SEA wealth management

Esther Wong has extensive experience focused on UHNW, family office clients

Executive Moves