Managers of Wealth

Oakglen Wealth Planning appoints Financial Adviser in Jersey

His experience and client-focused approach make him a strong addition to our growing team.

Schroders strengthens senior leadership with new Head of Europe to drive continued momentum

In that role, he led a team of more than 350 employees across multiple European jurisdictions, with responsibility for the wealth management platform and its strategic development.

UBS executive vice chair Ros L’Esperance to leave at month-end

L’Esperance joined UBS in 2014. Before that, she held the role of head of global corporate finance at Lehman Brothers.

UBS UK private client head resurfaces at Coutts

Appointment of Shona Baijal ends the Square Mile institution’s search for a new private client head after false start with Prince Andrew’s former equerry

Scott Rüdlinger Zoller appointed Head of Products & Services

Rüdlinger Zoller, who has worked for the bank for over six years in various roles, has more than 20 years of professional and management experience in banking, particularly in the areas relevant to his new role.

Banque Heritage expands managing partner circle

Jean-Christophe Rochat has been chief investment officer and head of asset management since 2019.

Broadridge Appoints General Manager of Newly Created Institutional Governance Business

New investments in technology platforms offer unbiased and neutral solutions and increasing efficiency for the proxy ecosystem

Harper Macleod strengthens private client team with appointment of Carole McAlpine Scott

Her appointment enhances Harper Macleod’s ability to provide joined‑up, commercially focused advice for clients and their advisers.

Ocorian appoints Chief Financial Officer

She has extensive experience leading large global finance teams of more than 350 people, including shared service centres, and has a strong track record in governance and compliance.

WTW strengthens team with new wealth investment appointment

Sophia brings nearly a decade of experience across leading investment management firms in the UK Wealth market.

BNPP AM appoints deputy CEO

Isabelle’s appointment is a key factor in the success of our organization.

Ex-Lazard AM Swiss boss resurfaces in private markets role

Bertrand Levavasseur has returned to Oddo BHF, while his former employer has appointed Björn Bahlmann and Olivier Metayer as co-heads for Switzerland.

Standard Chartered Strengthens Greater China Team with Former EFG Banker Chen Siyun

Chen returns to the British lender after roles at EFG Bank, Bank of Singapore, and DBS Bank, bringing over a decade of expertise in wealth management.

JTC Appoints New Managing Director in Mauritius

In particular, he will oversee client service delivery and commercial performance, ensuring high standards, regulatory compliance and excellent client experience.

Quintet appoints Lars Kalbreier as Group Chief Investment Officer

Kalbreier is currently a Partner at Bainbridge, an advisory and investment banking platform, where he is responsible for strategic asset allocation across public and private markets.

Welcoming new voices to the Tribe

We’re excited to have them on board and look forward to the perspectives and energy they bring to the Tribe.

Geneva IAM names investment chief in reshuffle

Exclusive: independent asset manager makes two promotions after its previous chief investment officer left for Bank Syz.

Brooks Macdonald appoints Will Hobbs as Chief Investment Officer

Will brings extensive experience in global portfolios, equities, sector allocations, investment strategies and investment management for UHNW and HNW.

HSBC AM names next alternatives CEO

Succeeds the retiring Joanna Munro

Deutsche Bank hires from Goldman Sachs for Thailand team

The former Goldman Sachs banker, who speaks fluent Thai and English, has joined Deutsche Bank's Southeast Asia unit.

Executive Moves