Managers of Wealth

Roman Gubser becomes a new partner at SwissLegal Aarau

Most recently, he headed the legal department of Berner Kantonalbank AG.

Bekim Laski in conversation with sphere: "Integrated consulting is becoming a crucial competency."

Beyond modern wealth management, Bekim also discusses the development of technology-based wealth management platforms and the challenges that arise in the age of AI.

Standard Chartered appoints Edward McBride as Global Head, Consumer & Retail, M&A Advisory

The Bank’s Corporate & Investment arm continues to strengthen its M&A capabilities in core markets and focused sectors

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

Aberdeen appoints head of private credit and fund finance

There are no changes to the leadership of the underlying investment teams.

Cazenove Capital appoints Arietta Bortot as Head of Business Risk and Control

Arietta join from UBS, where she was Execution Services Operational Risk COO within Global Markets.

JTC Appoints Head of Corporate Services in Switzerland for its Institutional Capital Services Division

Jurgen’s appointment marks an important milestone for JTC, reflecting its continued investment in strengthening its regional presence and supporting both Swiss and international clients.

Weatherbys strengthens private banking team

We have hired two new bankers, the eighth and ninth added to the team in the past year as part of our private bank’s ambitious growth push.

Broadridge Appoints Ignacio Escobedo as Premier Account Leader for Southern

EuropeSeasoned financial services executive to deepen strategic client relationships and increase growth across key Southern European accounts

SGKB onboards senior private banker from ZKB

Raphael Dirren has joined the bank as a senior relationship manager.

JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board

Industry leader and former CEO of two of the nation's largest wealth management firms brings strategic expertise to support JIFFYAI's growth and vision.

Citi Wealth Management Names New Chief Operating Officer

Nadiya Konstantynova Joins From McKinsey & Company To Lead Operations For Global Division

Valeur Group continues its expansion – and hires five structural engineering experts.

The team has many years of experience in building and scaling digital sales channels for structured products

Provident Bank Names Annamaria Vitelli EVP, Chief Wealth Officer and President of Beacon Trust

Seasoned Wealth Management Executive to Lead Strategic Growth of Provident Bank’s Wealth Management Business

Matthias Odrobina joins Investec Germany as Managing Director M&A

Strengthening our Industrial Tech & Services team

BBH Strengthens Texas Presence with Strategic Hire

Veteran energy banker Darrell Holley joins BBH’s Corporate Advisory and Banking team

RBC Brewin director to reunite with former colleagues at boutique

Senior adviser John Fletcher is to leave RBC Brewin Dolphin after 15 years for a role with Cauvery Wealth.

UBS Appoints Alexander Seidler as Head of Sustainability and Climate Risk

He rejoined UBS through the bank’s acquisition of Credit Suisse in 2023, and has most recently been serving as Head of Sustainability and Climate Risk Assessments.

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Ostroff will help to further build out Cresset's presence in the New York region

Executive Moves