Managers of Wealth

Julius Baer's global non-resident Indian group head exits

The senior banker joined the Swiss pure play in 2020 to grow its onshore India and non-resident Indian (NRI) client segment.

AJ Bell makes former Financial Planner head of technical

She joined AJ Bell in 2014 from wealth management firm Brunel Capital Partners where she worked with private clients and small businesses as a Financial Planner.

Bantleon expands its sales in Switzerland

Bernhard Utiger has more than 25 years of professional experience in asset management.

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Ensor and Uthayakumar to join Jupiter from Liontrust

The two managers will continue to manage their three small and micro cap funds “for the foreseeable future”

J.P. Morgan Private Bank Appoints Aldrin Sudirgo as Vice President and Banker in Singapore

The appointment forms part of J.P. Morgan Private Bank’s continued focus on serving wealthy individuals and families across Southeast Asia.

Citigroup poaches Charlet from Morgan Stanley to head French arm

Citigroup Recruits Jean-Baptiste Charlet from Morgan Stanley to Lead French Arm

CCLA’s Pennefather named as VP of Wealth at Insignis

Pennefather joins after a four-year career as head of intermediary sales and strategic relationships at CCLA

Robeco underlines its growth ambitions with new hires

He joins Robeco from UBS, where he worked for nine years.

Wellington Fills Its Swiss Top Job

His remit covers executing the business priorities, meeting local regulatory requirements, and developing the team.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank.

Executive Moves

Julius Baer's global non-resident Indian group head exits

AJ Bell makes former Financial Planner head of technical

Bantleon expands its sales in Switzerland

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Ensor and Uthayakumar to join Jupiter from Liontrust

J.P. Morgan Private Bank Appoints Aldrin Sudirgo as Vice President and Banker in Singapore

Citigroup poaches Charlet from Morgan Stanley to head French arm

CCLA’s Pennefather named as VP of Wealth at Insignis

Robeco underlines its growth ambitions with new hires

Wellington Fills Its Swiss Top Job

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Former EFG Dubai CEO tipped to join J Safra Sarasin with big team

GAM global equity fund manager exits

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Columbia Threadneedle boosts London investment team

Federated Hermes Strengthens Asia Distribution with Senior Appointment

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

Ocorian appoints Commercial Director, Middle East, Private Clients

Manulife Wealth names Lior Valitsky COO amid leadership shake-up and record Q2 results