Managers of Wealth

Rathbones AM hires senior analyst for global equities team

Ianjit Bhatti has more than 10 years of experience

Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders

Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy.

Bank of Singapore Strengthens Alternatives Business

The appointment comes as private banks across Asia expand their alternatives capabilities amid growing client demand for portfolio diversification and uncorrelated returns.

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.

Ex-EFG team head joins Lugano wealth manager

Adriano Rampazzi joins Vector Wealth Management after stints at EFG, Cornèr Bank, BancaStato and Merrill Lynch.

SuMi TRUST AM appoints Shin Sawada as Managing Director of EMEA business in London

Shin has succeeded Hiroki Moritani as Managing Director of the firm's London-based EMEA business.

Societe Generale Hires UOB Veteran

In his new role, Chia will oversee the development of the bank’s accounts receivable and accounts payable solutions across Asia Pacific.

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services

RBC Wealth Management Bolsters Asia Expansion

The appointments come as international wealth managers continue to invest heavily in Asia, where rising private wealth, entrepreneurial capital and cross-border family office structures are driving demand for sophisticated advisory services.

Schofield Sweeney welcomes private wealth expert

She also has particular expertise in succession planning for family businesses, as well as complex trust structures and cross-border matters.

Firm news: private client and wealth management appointments

Recognised as a Key Lawyer in The Legal 500 and an accredited Lifetime Lawyer, she has built a specialist team advising clients on contested wills, inheritance and trust disputes.

State Street IM appoints BlackRock’s MacLeod to digital wealth platform

Following an eight year career at BlackRock’s digital distribution team

UBS Hires Financial Advisor Team of Four in Tampa, FL

Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners.

Geneva private debt boutique recruits senior investment director

Roy Charles Bates joins IPF Partners from fellow Geneva-based alternative investment group Iteram Capital.

TEAM appoints wealth manager to serve Singapore’s domestic market

Firm opens up global investment capability to Singaporean clients

Lina Lim to leave HSBC Private Bank

Allen Chiu, head of discretionary and funds specialists, Hong Kong, will cover Lim’s role on an interim basis.

Erik Bergman appointed Head of Nordics at Natixis Corporate & Investment Banking

Erik reports to Alain Gallois, Global Head of Advisory & Coverage and Head of Europe.

BIL Announces the Appointments of Melanie Babb as CFO and Michaël Bonnier as CCO

These appointments reflect the Bank’s commitment to strengthening its leadership team and supporting its long-term strategic ambitions.

NatWest appoints Ashleigh Dorrington-Harvey as Head of Manufacturing and Construction

Throughout her career, she has built a strong track record of developing trusted stakeholder relationships and helping shape strategic growth across key industries.

Fieldpoint Private Welcomes New Banking Team

New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance

Executive Moves