Managers of Wealth

Citi appoints Rajeev Garg as new Head of Wealth for the UAE

Garg will lead the strategic advancement and performance of Citi’s Wealth vertical (Citigold, Citigold Private Client and Credit Cards) in the UAE

Crestbridge Fiduciary appoints Katherine Gamlin as Director

Katherine has considerable expertise in overseeing complex structures for ultra-high net worth families and private clients.

McKinsey Switzerland promotes three women and achieves a first

The new executives represent different sectors that are of central importance to the Swiss economy.

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.

M&G Life strengthens adviser and client support with Miriam Breen appointment

She will focus on deepening engagement with advisers and supporting the continued expansion of PruFund, helping to articulate the strength and scale of M&G’s investment capabilities as distribution grows.

Mirko Mandola appointed Head of Bonhôte-Immobilier SICAV

In this forward-looking context, Mirko Mandola assumed responsibility for the fund on June 1, 2026, succeeding Stéphane Picci, who chose to take early retirement.

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

New Leadership Role to Scale Capabilities and Support Client Transformation

Genesis Wealth adds $725 million advisor as breakaway momentum continues

His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.

Raymond James retires Charles Stanley brand in UK

The decision follows the integration work completed since it bought Charles Stanley in January 2022.

RBC WM strengthens private banking capabilities in HK

Among the four new hires is Amanda Yeung as managing director and team head.

Shadforth expands private wealth business with eight appointments

Insignia-owned Shadforth Financial Group has promoted eight senior associates to its private wealth advice team, bringing the total number of private wealth advisers to 103.

Suntera appoints new Global Head of Private Wealth

He will also join the Executive Committee (ExCo) and will be based in the UK.

Banner Jones strengthens Private Client division with new director

Alongside advising on complex estate administrations, she leads the firm's enquiry team and plays a key role in mentoring and developing junior lawyers.

KPMG Switzerland appoints banking expert as CEO

KPMG Switzerland is undergoing a change at the top: Pascal Sprenger will take over the reins in the autumn from Stefan Pfister, who has led the consulting firm for twelve years.

Pacific Asset Management appoints multi-asset solutions director

Tim Field joins from Timeline, where he served as business development manager for Yorkshire and the North East

UBS GWM hires Australia market team head

Robinson will be based in Sydney and report to Andrew Bird, head of GWM Australia.

Marcel Rohner joins the Titanbay board

Few people sit closer to the centre of European wealth management, which makes his decision to join a notable signal of where the industry is heading.

Change in the management of SIX

Rafael Moral Santiago, Head of Securities Services and member of the Executive Board, is leaving SIX.

SFS Private Wealth appoints Managing Director, Regional Clients

He joins SFS Private Wealth from Apex Group, where he most recently served as Head of Wealth Administration.

Executive Moves