Managers of Wealth

Rubina Holzner appointed CIO of SPSS Investment Fund Commercial (IFC) – Maximilian Hoffmann to become Managing Director of Fundamenta Group Deutschland

The early appointment of an internal successor will ensure continuity for investors, business partners and the team.

Equiom expands Guernsey leadership team across Private Wealth and Corporate Services

They also reinforce Equiom’s regional strength across the Crown Dependencies,

Ex-Prudential Adviser joins Team plc in Singapore

Her focus will be Singaporean clients, and she also has the technical grounding to advise clients of other nationalities on cross-border matters where required.

JPMorgan adds Rodrigo Ribeiro do Valle to New York team covering Brazilian UHNW clients

The move underscores JPMorgan Private Bank’s continued focus on Brazilian entrepreneurs and wealthy families

Fairstone Ireland, Owner of AskPaul.Ie, appoints Ian Brady as CEO

The appointment, which is subject to regulatory approval, marks a significant milestone in the company’s growth strategy.

Five Wealth appoints co-founder Steve Jordan as CEO

The firm specialises in supporting business owners, entrepreneurs and high-net-worth individuals with financial planning and investment management, helping clients realise their ambitions through every stage of life.

Lombard Odier Strengthens Turkey Business with UBS Private Banker

The Geneva-based private bank Lombard Odier is strengthening its Turkey business by hiring a private banker from UBS.

TKB management team newly includes Francesca Keller

Most recently, Francesca Keller managed the TKB branch in Frauenfeld for two and a half years.

DBS hires ex-Standard Chartered banker to lead India wealth team

DBS Bank India announced that Chengappa has joined the firm as Managing Director and Head of Treasures Business and Wealth Management

Sygnum appoints Reto Marx as Chief Executive Officer; Gerald Goh assumes Executive Chairman role

Wealth management industry veteran to lead Sygnum’s next phase of growth in Singapore as the Group scales its digital wealth proposition for Asian high-net-worth Clients and Intermediaries.

CaixaBank reorganises its Wealth Management division and appoints Juan Llamas as new Head

He succeeds Belén Martín, who will take on new responsibilities at CaixaBank CIB as Managing Director of Representative Offices within the international area

LGT Wealth Management strengthens Leeds team with senior appointment

Prior to this, he held wealth management and private banking roles at Coutts and Lloyds Bank Private Banking, advising high-net-worth individuals on their banking and investment needs.

Societe Generale: Appointments within Global Banking and Investor Solutions division

Based in Paris, Liane Santenero and Hatem Mustapha will report to Anne-Christine Champion and Alexandre Fleury, Co-Heads of Global Banking and Investor Solutions.

Maerki Baumann private banking heavyweight departs

The head of private banking for Germany has left both his role and the company.

Appointment of Chair/Senior Independent Director

Mike has served as Chairman of the Board for the last nine years.

UBS loses $2 billion in teams as RBC and Raymond James move in

Florida Complex Director Ken Ross said the team's motivations were straightforward.

NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer

Triona will join NatWest in January 2027, bringing deep global experience across data, technology and AI, and will report into the bank’s Group CIO, Scott Marcar.

Welcoming two private bankers to our London team

Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month.

Julius Baer appoints Nira Tanoko as Market Head South East Asia

This appointment underscores the Bank’s commitment to driving growth and success in the South East Asia region and marks the next step in the Bank’s two-decade-long expansion across Asia.

Leonteq recruits derivatives specialists from Bank of America

The derivatives specialist will assume his new role on September 1st and will report to Lorenzo Leccesi , Head of Investment Solutions.

Executive Moves