Managers of Wealth

Appointment of Chair/Senior Independent Director

Mike has served as Chairman of the Board for the last nine years.

UBS loses $2 billion in teams as RBC and Raymond James move in

Florida Complex Director Ken Ross said the team's motivations were straightforward.

NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer

Triona will join NatWest in January 2027, bringing deep global experience across data, technology and AI, and will report into the bank’s Group CIO, Scott Marcar.

Welcoming two private bankers to our London team

Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month.

Julius Baer appoints Nira Tanoko as Market Head South East Asia

This appointment underscores the Bank’s commitment to driving growth and success in the South East Asia region and marks the next step in the Bank’s two-decade-long expansion across Asia.

Leonteq recruits derivatives specialists from Bank of America

The derivatives specialist will assume his new role on September 1st and will report to Lorenzo Leccesi , Head of Investment Solutions.

WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management

WRISE’s initial HKD30 million investment accelerates WRISE AI Labs while the appointment of Dr. Jeffrey Wu as Group Chief Scientist and a strategic collaboration with Panorama reinforces the Group’s long-term AI-native wealth management strate

Standard Chartered sees exit of several top wealth executives in India

Standard Chartered Plc. has seen several senior executive departures from its Indian operations as the lender reorganizes its wealth business and shifts away from mass-market retail banking.

Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services

Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas.

Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management

Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth.

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.

Executive Moves