Managers of Wealth

Stonehage Fleming appoints deputy portfolio manager

Her promotion to deputy portfolio manager recognises both her contribution to GBI and the significant experience she has acquired working on global equity mandates throughout her career.

Klay Group names client adviser MD

Former Nomura executive Gaurav Gupta will be based in Singapore.

Fulcrum Asset Management names Richard Banh as General Counsel

Prior to this he was Head of Legal and Compliance for Ellerston Capital Limited in Australia. Previous roles include Simmons & Simmons in the UK and Minter Ellison in Australia.

3T Family Office founder joins Geneva wealth group

Kristinn Kristinsson was CEO as well as founder of 3T Family Office and held senior roles at banks including Credit Suisse before joining Jar Capital.

Bantleon expands convertible bond management

He will focus on the quantitative and qualitative analysis of international convertible bond issuers.

Markus Suter will become the new Head of Private Client Advisory East

With Markus Suter, the bank gains a seasoned and well-connected individual with extensive experience in the financial sector.

Yannic Rutzer is the new head of customer service at the Näfels-Mollis branch.

With this move, Glarner Kantonalbank continues its targeted commitment to the ongoing support and development of dedicated employees.

Rothschild & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business

Ilga brings more than 20 years of investment experience spanning research, portfolio management and senior oversight of global investment teams.

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

Based in Sydney, Camilla will report into RBC BlueBay’s Head of Distribution, Anthony Pickering.

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan Africa

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

We are delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to the PIMFA Board of Directors.

Bank von Roll reveals private banking boss in reshuffle

The private banking group has added asset management and private banking heads to its executive board.

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

DBS names new Chief Sustainability Officer

Wong to lead DBS’ sustainability efforts to support Asia’s ongoing transition towards a lower-carbon economy

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council.

He takes over the chairmanship from Thomas Bauer, who has been serving as interim chairman since September 1, 2025.

Executive Moves