Managers of Wealth

Private wealth specialist joins Equiom Isle of Man board

She also acts as a senior adviser on key client relationships, supporting multi-jurisdictional structures and evolving client needs.

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

Vontobel CEO: "It annoys me that we downplay our strengths"

There are clear indications that international investors are rethinking their asset allocations.

Pretium Invest appoints new CIO

In his role as CIO, Jan Suwelack will assume overall responsibility for the portfolio management, asset management and investment management areas of Pretium Invest AG

Old Mutual taps external talent for new business leaders

Appoints five executives from outside the organisation to roles spanning life and savings, OM Bank and insurance segments.

SEI Appoints Head of International Private Banking and Wealth Management Services

Barry Frame Joins to Drive Growth of Enterprise Technology Solutions and Operations for Wealth Managers

Loeb & Loeb Expands Private Client Litigation Capabilities with Veteran Litigator

He also regularly advises clients in connection with guardianship cases.

Change of Managing Partner: Sandra De Vito hands over to Florian S. Jörg

She has sustainably increased the firm's visibility, sharpened its market position, and driven important internal and external developments.

Alpha FMC Expands Its MENA Leadership Team with Appointment of Hamdan Khan

Hamdan brings more than 18 years of consulting and industry experience spanning the UK and the GCC.

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

Quilter Cheviot expands Andrew Fahy’s role with international remit

Tim Childe to step back from Head of International role as part of pre-planned transition

Markus Kumschick is the new PensExpert head for Zurich and Northwest Switzerland

With this move, the company is responding to the increasing demand for individually structured pension solutions for entrepreneurs, executives, and high-net-worth individuals.

Christoph Kurth will become a new member of the PostFinance Board of Directors

He will also serve on the Audit & Compliance Committee.

Coutts appoints senior lead to drive digital assets strategy

Dow joins from Lloyds Banking Group

IQ-EQ appoints Head of Asset Owners for APAC, reflecting expansion of regional service offering

In his new role, Wyn will lead and develop our Asset Owners business segment across APAC.

Reyl Intesa Sanpaolo adds investment experts to board

Giuseppe Distefano and Davide Elli both already held senior roles at affiliates of private bank Reyl Intesa Sanpaolo.

UOB refreshes regional leadership to drive deeper connectivity

CEO transitions in UOB China and UOB Hong Kong Branch signal the Group’s continued commitment to these markets as part of its regional strategy

Roman Gubser becomes a new partner at SwissLegal Aarau

Most recently, he headed the legal department of Berner Kantonalbank AG.

Bekim Laski in conversation with sphere: "Integrated consulting is becoming a crucial competency."

Beyond modern wealth management, Bekim also discusses the development of technology-based wealth management platforms and the challenges that arise in the age of AI.

Executive Moves