Managers of Wealth

UBS promotes insider to new advisory position

He leads a team in Switzerland which provides cross-asset advice to ultra-high and high net worth wealth management clients.

OCBC Executive Joins BOS as Chief Financial Officer

He will also become a member of the bank’s global management committee.

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

The Miller Group will be the latest addition to the UBS Pacific Northwest Market

Change in the management of SIX

Under his leadership, SIX's CFO function underwent a fundamental restructuring and realignment, making a significant contribution to the company's continued success.

Ex-bank CEO joins Trafina Privatbank's executive board

Managing director Michael Dreier is the new addition to its board.

Syz Bank appoints Nicolas Syz as CEO, marking a new generation of leadership

His appointment underscores the Group’s strategy to build the next chapter of growth on the foundations of its entrepreneurial heritage and modern, bold innovation.

Quilter Investors bolsters manager research team with double hire

She has also previously worked in investment analysis for Atomos Wealth where she assisted in the managing of model portfolios.

Deutsche Bank PB Bolsters IM Team in North Asia

He began his career with Citibank, where he was the head of structured products in Hong Kong.

Standard Bank announces new private bank and wealth head

His academic background includes qualifications in accounting sciences, finance and taxation.

HSBC Private Bank strengthens leadership in Asia

The series of appointments have an emphasis on offshore China and global India coverage.

Carl Stick to retire from Rathbones after 30 years

He joined the firm in 1998 and was appointed manager of Rathbone Income fund in January 2000

William Blair Expands Tech Enabled Services Team in Frankfurt With Senior Hire

His arrival reflects William Blair’s continued investment in tech enabled services following a record year for the firm’s work in the sector in Europe in 2025.

FNZ Appoints Sanjeev Chatrath as Managing Director, Asia

He will lead complex, enterprise-level engagements with financial institutions, wealth managers, asset managers, insurers and strategic partners

Julius Baer announces leadership change for Verbier branch

Following the planned departure of Florian Michellod, Eric Rosset has been promoted to lead the branch.

SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution

Bordier UK names deputy CIO as fund research head exits

Robin Perry has been appointed deputy CIO, while head of fund research Dipesh Mesuria will exit in June

BLKB names insider as investment chief

The bank has appointed Björn Weigelt as chief investment officer on a permanent basis after the departure of Fabienne Hockenjos-Erni last year.

NatWest Group plc - Directorate Changes

In addition, NWG announces the appointment of Albert Hitchcock as an independent non-executive director with effect from 16 February 2026.

Bank of Singapore Appoints Claude Harbonn as Head of Investment Advisory

In his new role, Harbonn will lead the bank’s investment advisory function

People moves: World Investment Advisors, JPMorgan Private Bank name senior hires

World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg.

Executive Moves