Managers of Wealth

$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.

BlackRock hires two senior PMs for $30bn European equities team

The world’s largest asset manager has snapped up a duo from Columbia Threadneedle and Janus Henderson, who are dropping multi-billion-dollar funds as they leave.

AllianceBernstein announces Onur Erzan as President

In addition, Erzan will assume responsibility for AB's Strategy and Corporate Development functions.

Ex-UBS wealth veteran named CEO of HK funds body

Former UBS Global Wealth Management Greater China funds head resurfaces at the Hong Kong Investment Funds Association.

Stonehage Fleming announces new Group CEO

He led Lombard International Group from April 2020, a business renowned for supporting the needs of high-net-worth individuals, families and institutions with wealth and succession planning solutions.

New York Life Appoints Joao Magallanes Canals as Wealth Management Executive

He Has Extensive Experience, Including Nearly a Decade in Private Banking and Capital Markets in Latin America

UBS Executive Mike Dargan Appointed CEO of N26 to Lead Next Chapter of Growth

The appointment remains subject to regulatory approval by the German financial regulator, BaFin.

Nomura Asset Management promotes Terence Lam to Singapore CEO

Lam joined Nomura in June this year from AXA Investment Management, where he was the managing director.

Nordea Asset Management Appoints Kasper From Larsen as Portfolio Manager

The appointment reinforces Nordea’s climate transition capabilities at a time of rising institutional demand for credible, sector-driven transition strategies aligned with global climate frameworks.

Alex Lawton Joins Clear Street’s UK Management Team

Financial Markets & Infrastructure Veteran Joins Clear Street in the UK

Executive Moves