Managers of Wealth

Julius Baer appoints Alexandra McInnes as Head of Guernsey

Her career has spanned London and New York working for PwC, followed by five years in Bermuda with KPMG.

SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK

Both long-term SVB employees, Platts and Sabow will bring their SVB and innovation economy leadership experience to key growth areas for the company.

Credit Suisse Loses Top Private Equity Banker

Credit Suisse's secondary-advisory and direct-private-placement businesses sit in a private fund group within asset management and are co-led by David Klein.

Raymond James adds adviser to City hub

Raymond James has added an adviser to Harry Burnham and Jonathan Mack’s CityPoint office.

Deutsche Bank appoints Alanoud Alqahtani as General Manager of its Saudi Arabia Branch

As General Manager of Deutsche Bank’s branch in the Kingdom, Alqahtani will have oversight of the bank’s business activities regulated by the Saudi Central Bank

EFG recruits new head of private banking

Lorenzo Romano was previously working as head of Europe, Middle East and Eastern Europe at Syz Group.

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm

Lombard Odier hires new open architecture head

Former global head of hedge funds within HSBC’s alts arm to take on senior role, Citywire Selector understands.

Union of Swiss Cantonal Banks gets a new vice-president

Blaise Goetschin is the CEO of BCGE.

ZKB expands private banking team in Austria

She will mainly advise private customers in the city and state of Salzburg.

Wealth Wizards names Ben Hampton as new chief executive

During his time at abrdn, he gained experience in advice, workplace pensions and wealth management built through roles in strategy, proposition, distribution and marketing.

Citi Names Top Managers Within APAC Markets Unit

Serafino joined Citi in October 2022 after 19 years at JPMorgan, most recently heading its institutional solution sales and cross-asset third party distribution team in Asia.

BNP Paribas Strengthens APAC Transaction Banking Unit

The French lender has also appointed Stephane Gaboriaud as deputy head of global trade solutions, transaction banking APAC.

Ord Minnett Deva-stated, Shaws poaches private wealth boss

With his pedigree - three years running Ords’ private wealth business and a bunch of other senior roles in the past two decades - it would make sense if he was put in charge of Shaws’ wealth business.

J.P. Morgan Private Bank Appoints Asia Head of Investments

Lau succeeds Diana Robinson, who will relate from Hong Kong to London to take on a similar role leading the investment advisor team for the UK, Ireland & Channel Islands business.

HSBC names new marketing head for wealth and personal banking

He was promoted to head of consumer, private and business banking marketing in 2021, where he participated in key campaigns including the launch of co-brand Cathay card.

Ian Jensen-Humphreys and Sacha Chorley take on Quilter Cirilium Active portfolios

Ian and Sacha have built a strong track record since launching the Cirilium Blend range in 2019 through market cycles.

Goldman Sachs AM expands Dutch fiduciary team

Céline van Asselt, currently chief and risk officer at APG Asset Management, will succeed Maureen Schlejen as head of fiduciary management for continental Europe from 1 February.

Evelyn Partners bolsters professional services team with three senior tax appointments

These latest senior appointments bring the number of partners hired by Evelyn Partners’ professional service business in 2022 to 14.

Evelyn Partners continues investment in Birmingham professional services team with three appointments

These significant appointments come at the end of a year of expansion for our professional services team in Birmingham,

Executive Moves