Managers of Wealth

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

Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion

Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth

Douglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. Liebowitz

Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team

Aberdeen Investments Appoints Head of APAC Client Group

In her expanded role, she will continue to lead the company’s institutional business across the region while also assuming responsibility for overseeing Aberdeen’s wholesale distribution in the APAC region.

Pictet creates single-family office hub, reshuffles execs

The private bank has handed staff senior roles covering single-family offices and within its investment platform.

EFG Expands Leadership with Industry Expert Karl Nilsen Joining as Vice President of Underwriting

Prior to joining EFG, Karl served as Vice President of Underwriting and Risk Management at Smart AutoCare.

Deutsche Bank makes triple hire in Switzerland

The bank has onboarded Alexandra Skreta and Martin Hediger in Zurich and Yves Rahme in Geneva.

Bank of Singapore appoints industry veteran Vi Sun Yang to drive ASEAN growth

Her appointment deepens its commitment to serving the wealth management needs of clients across ASEAN.

Royal London Asset Management hires Brooks Macdonald’s head of business development

Ben Johnson joins the firm as business development manager for South West and South Wales

Banque Cramer Names Fabian Käslin as CEO

A seasoned banking professional, Käslin joined Banque Cramer last summer as Head of Private Banking.

Rathbones progresses international plans with Dublin appointment

Rathbones appoints Managing Director for Ireland, subject to regulatory approval

Apex Group strengthens Luxembourg Senior Leadership with appointment of Loïc Choquet as CEO of Apex Fund Services S.A.

He joins Apex Group from Aztec Group, where he served as Head of Luxembourg and Chair of the Management Board, leading the jurisdiction’s largest fund services platform.

Thomas Ziegler to become Head of Markets and member of the Executive Board at VP Bank (Switzerland) AG

Thomas Ziegler has extensive, long-standing experience in international private banking.

Oppenheimer Names Bill Farmer Managing Director, Head of Aerospace & Defense Technology Investment Banking

Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector

NatWest appoints Nick Rodolakis as Head of Funds and Sponsor Coverage

Nick joins the CIB management team and will report to Isabelle Girolami, Head of NatWest’s CIB business.

Lombard Odier Strengthens Asia Franchise

They will join the Lombard Odier Private Clients Team in Singapore and Hong Kong.

Focus Wealth Management Appoints Henry Kim as Chief Financial Officer and Head of Compliance

He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche.

Generali Asset Management proposes leadership changes

The newly created general manager role is intended to reinforce the executive structure of the business and increase focus on global third-party institutional and pension clients.

Executive Moves