Managers of Wealth

Ocorian appoints Andy Bailey as Country Head for Guernsey

He will be responsible for leading Ocorian’s management team in Guernsey and managing regulatory relationships.

Rathbones promotes Investment Manager in the Channel Islands

Connor’s promotion to Investment Manager is very well deserved and reflects both his strong technical ability and the commitment he has shown since joining the business.

HSBC appoints Dimitri Anghelakis as Global Head of Trust and Fiduciary Services

Dimitri will relocate from London to Hong Kong.

Pictet Wealth Management appoints Kelvin Tay as CIO Asia

In this role, Kelvin will lead macroeconomic research across major Asian economies, develop comprehensive Asia-focused investment strategies contributing to the firm’s global asset allocation.

Citi appoints Michael Yannell as hedge funds chief as wealth management push continues

Michael Yannell rejoined Citi in 2019 as head of hedge fund research.

NatWest Group plc - Directorate Changes

She previously served as Chair of the Canadian Bankers Association and has held board positions with the U.S. Consumer Bankers Association, Payments Canada and Moneris Solutions Corporation.

Natixis Investment Managers Appoints New Head of Switzerland

In her new role, she will assume overall responsibility for the firm's operations in Geneva and Zurich and is tasked with further strengthening the French asset manager's position in the Swiss market

Greycourt Appoints Elliot Ivey as Chief Operating Officer to Support Firm Growth

The appointment supports Greycourt’s strategy of investing in scalable operational capabilities as it grows its advisory business and enhances client service.

Waystone Appoints Richard Larnder as Chief Financial Officer

Waystone’s UK-based customer service centre provides dedicated support for investors and financial advisors.

HP Wealth Management Poaches From UBS Again

Both move over from UBS in Singapore, where they held senior positions in wealth management, the independent wealth manager said on Wednesday.

Olivier Sarfaty to lead Pictet Wealth Management France

This appointment is part of the group's long-term development strategy in France, focused on large families and entrepreneurs, a market the Swiss firm views as strategic.

W1M's Tineke Frikkee announces retirement

The fund manager is retiring after nearly three decades in the profession.

Vontobel head of corporate responsibility steps down

After 11 years in this position, Christian Schilz will move to an advisory role.

On the Move: J.P. Morgan Private Bank Welcomes Rachel Landesmann as a Vice President and Banker

She joins the firm from AllianceBernstein.

Murphy Wealth appoints Shane Presley as senior financial planner

In his new role, he will also support Murphy Wealth’s expansion plans, while helping to develop and support the wider team.

HSBC Bolsters Taiwan Private Banking Team

Based in Hong Kong, she will oversee the bank’s offshore Taiwan teams in both Hong Kong and Singapore as HSBC intensifies its focus on one of Asia’s most competitive private banking markets.

Standard Chartered announces senior appointments to its Europe Management Team

Margaret Harwood-Jones appointed as Europe and UK CEO, in newly created regional management role

7IM promotes Agustin Fernandez as chief corporate development officer

Fernandez, who already sits on the firm's executive committee, joined the business in 2023 and has led the development of 7IM's corporate development and strategy function.

Lyford strengthens team with executive hire

Most recently, he worked in KPMG’s Deal Advisory practice, specialising in strategy and performance transformation.

Basler Kantonalbank Taps UBS Veteran

Basler Kantonalbank has appointed Simone Marylander as its new head product and channel management.

Executive Moves