Managers of Wealth

Tippie Malgwi promoted to Head of High-Net-Worth and Diaspora Banking at Afin Bank

He brings a unique combination of mortgage knowledge and understanding of customer needs

Fairstone Group founder departs for new venture

The founder of a national wealth management firm has left the business.

Edmond de Rothschild Asset Management appoints new Group Head of Private markets

Laurence will report to Edmond de Rothschild AM’s CEO Christophe Caspar and joins Edmond de Rothschild Asset Management executive committee

New CEO at Swiss private banking service provider

As CEO, Bernay will drive the further development and transformation of Azqore

Boston Multi Family Office appoints new Managing Director in Jersey

His career spans the Channel Islands, UK, Isle of Man, and Luxembourg giving him a strong track record in managing complex, multi-jurisdictional structures.

New Head of Sales for Lombard Odier Investment Managers

The institutional asset management division of the Lombard-Odier Group has a new head of sales for Switzerland.

Matthias Kottmann is the new president of the radicant board of directors.

Matthias Kottmann is a member of the Executive Board of Basellandschaftliche Kantonalbank (BLKB) and is responsible for the Private Wealth and Financial Advisory division.

VG Appoints William Douglas as Chief Executive Officer

William’s appointment supports VG’s growth ambition including further expansion into Dublin and the Middle East planned for 2026.

SJP hires Blinoff to oversee bespoke investment offering

Newly created director of investment solutions will involve developing tax-advantaged propositions and DFM trading.

$1.2B Citigroup Team Jumps to Wells Fargo

Advisors Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues its recruitment push.

Freeths expands Private Client services with senior hire in the North

She has acted as trustee for multiple high-value charitable and family trusts and is widely recognised for her leadership in the sector

Ex-Julius Baer Banker Joins Hong Kong EAM as COO

In the role, he will have oversight of the firm’s entire operations and compliance function.

DBS names Hong Kong head of managed solutions

The Singaporean bank has promoted a private assets team leader to the role.

Former HSBC GPB banker joins BOS

The private banker was at HSBC Global Private Banking for almost seven years before leaving to join the Singaporean private bank.

Standard Chartered expands Global CIO team as part of investment in Affluent business

This expansion comes following the earlier addition of regional CIOs, reinforcing the Bank’s commitment to placing CIO insights at the centre of its wealth advisory capabilities.

Wealthbrix taps ex-Emirates NBD AM portfolio manager for equities role

The Dubai-based wealth manager was launched in June 2025 by a team of senior professionals from the private banking and asset management industry.

Amundi: Appointments

These appointments are effective since January 1, 2026.

Zurich multi-family office names senior partner

Reto Frei has joined Helvetic Trust as a senior partner.

Vontobel recruits relationship managers from UBS and ZKB

Christopher Huwyler and Sebastian Luck have joined Vontobel as relationship managers.

Brooks portfolio management head exits for JO Hambro

Josh Herson’s switch to co-manage the £1.9bn JOHCM UK Equity Income fund continues a period of personnel turnover at Brooks Macdonald.

Executive Moves