Managers of Wealth

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

Icon Solutions Appoints Anders Olofsson as EMEA Sales Director to Drive Global Adoption of the Icon Payments Framework

Anders joins Icon with more than 30 years of experience in the global payments industry, having held senior leadership roles across major payments and technology companies.

Raiffeisen Switzerland completes new Credit Research Team

Prior to that, he held various specialist and management positions at Notenstein Privatbank AG, Vescore AG, and the independent asset manager Prio Partners.

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

Newsmakers: Ledyard Wealth Management names CIO

Ledyard Wealth Management names CIO

Sanctuary Wealth Welcomes OPT Wealth Management

Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses

Julius Baer announces leadership update

Succession planning is underway, and her successor will be announced in due course.

GAM proposes new chair in board shake-up

The asset management group is set to replace three members of the board of directors at the annual general meeting next month.

PensExpert hires ex-Vontobel wealth planning chief

Markus Kumschick joins the pension and financial advisory group as head of the Zurich and Northwestern Switzerland region.

Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel

With effect from 12 April, he is responsible for all of our wealth management activities in France, Belgium, Luxembourg and Italy, as well as in Monaco.

Schroders enhances client focus with Head of Cross Border Financial Institutions

In this newly-created role, Guillaume will focus on strengthening strategic relationships, ensuring consistent engagement with the key decision-makers across relevant jurisdictions.

Stefan Seiler is the new president of the employers' association for banks.

He is stepping down in connection with his decision to end his long and successful career in the financial industry in spring 2026.

OCBC hires Indonesia private banking head from Julius Baer

The new head relocates from Switzerland where he worked on Julius Baer's Asia desk.

Kamila Horackova will become a new member of the PostFinance Board of Directors

The new board member assumes her position with immediate effect and will chair the Risk Committee and serve on the Audit & Compliance Committee.

J Safra Sarasin taps Mirabaud for new portfolio manager

Lacarré Hadrien has joined the institutional hedge fund solutions team.

Oakglen Wealth Planning announces new Financial Adviser

His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers

Lugano private bank names executive president

Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.

Five promotions at Ocorian

“These promotions are a great reflection of the talent we have here in Guernsey and the contribution our team makes to the wider business.

David Shefford joins Boston Multi Family Office fiduciary team

‘David’s depth of experience makes him an excellent addition to our team’

BMO Wealth Management Names Ali Nafii to Lead San Diego Market

He will focus on expanding BMO’s wealth management presence across the West Region

Executive Moves