Managers of Wealth

Former EFG Dubai CEO tipped to join J Safra Sarasin with big team

The regional chief executive is slated to move to the rival private bank, taking a large team of around nine bankers with him.

GAM global equity fund manager exits

Portfolio manager Duncan Bulgin has left to pursue another role, with GAM Investments in the process of hiring a replacement to work alongside lead manager Paul Markham.

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Verecan bulks up its leadership as it chases acquisitions and cross-border growth

Columbia Threadneedle boosts London investment team

Ciara Fitzgerald has joined the firm as an investment grade credit portfolio manager and will be part of the investment grade credit portfolio management team

Federated Hermes Strengthens Asia Distribution with Senior Appointment

He joins Federated Hermes from Baillie Gifford, where he led financial intermediary distribution in the region.

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

In his new role, Gust will advise some of the firm’s most complex client relationships, focusing on tax and estate planning, wealth preservation, asset protection and capital deployment strategies.

Ocorian appoints Commercial Director, Middle East, Private Clients

Throughout his career, he has focused on capital raising, working closely with regional and international investors across the private wealth landscape, and was instrumental in raising capital for MENA’s first-ever SPAC deal.

Manulife Wealth names Lior Valitsky COO amid leadership shake-up and record Q2 results

Manulife Wealth names Lior Valitsky COO and restructures its leadership team as Manulife WAM posts record gross flows and 9% earnings growth in Q2 2026

HSBC Private Bank appoints Feras Al Jaramani to lead its UAE market

New UAE market head to spearhead HSBC’s push to lead Middle East private banking

FNZ appoints Stephen Welch as Group Chair

Stephen will work closely with the FNZ Board and executive team to support the Group's strategy, transformation agenda and long-term growth ambitions.

RBC names Kamran Azim as head of Asia wealth management

The appointment follows the retirement of Rod Ireland.

Franklin Templeton appoints Rene Buehlmann as head of Apac

Buehlmann was previously global CEO of Aberdeen Investments.

Kevin Brubaker to Lead PNC Private Bank in North Florida

Brubaker will remain based in Jacksonville

Rubin Rudman adds Shawntel Randi as a Partner in Trusts & Estates Department

In her practice, Randi advises clients on estate, gift, generation-skipping transfer, and income tax planning.

Farro Capital Appoints Mavis Tan as Director in Singapore

Tan brings more than 17 years of experience across private and corporate banking.

Bandhan AMC appoints Saurabh Jain as chief business officer

Jain joins Bandhan AMC from Standard Chartered Bank India, where he was managing director and head of wealth management and affluent client segments.

Wefox Appoints Sebastian Schimurda as Country Lead

Sebastian Schimurda is a proven insurance expert and entrepreneur.

Asset Vantage Picks A CEO To Lead The Next Stage Of Family Office Technology

The next phase requires expanding distribution, deepening client relationships and competing in an increasingly crowded market where execution matters as much as innovation.

Equiom appoints Rogers and Carey

The firm says that the appointments have further strengthened its senior leadership in Guernsey and supports the continued development of its services.

DBS names Jonathan Larsen to Board of Directors

Larsen will bring deep financial services expertise and a strong understanding of the evolving technology landscape to the DBS Boards.

Executive Moves