Managers of Wealth

Fiduciary Trust Company Appoints Doris Meister as Chief Executive Officer

Leadership transition builds on a 140-year legacy of trusted client service

BACB announces Damian Austin as new Chief Executive

Austin, who served as acting CEO and Chief Banking Officer, takes the helm at the specialist trade finance bank

Prudential Advisors welcomes Ameriprise advisor to NJ Wealth Partners

Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience

The Nunatak Group strengthens its Swiss business with Philipp Tenbieg as Managing Director

The experienced consulting entrepreneur and proven expert in the financial sector is expected to drive further growth in the Swiss market.

Quilter Cheviot bolsters business development team with new hires

They will be responsible for supporting existing relationships with financial advisers and private clients, while also helping to position Quilter Cheviot’s products and services to prospective clients.

Ex-UBS star selector joins Raiffeisen Switzerland

Katarzyna Willi formerly spent 25 years at Credit Suisse and UBS.

SJP adds four new partner practices to network

Larry Yesufu, Matthew Kemp, Mitchell Hough and Richard Woods have joined SJP as advisers

Julius Baer's global non-resident Indian group head exits

The senior banker joined the Swiss pure play in 2020 to grow its onshore India and non-resident Indian (NRI) client segment.

AJ Bell makes former Financial Planner head of technical

She joined AJ Bell in 2014 from wealth management firm Brunel Capital Partners where she worked with private clients and small businesses as a Financial Planner.

Bantleon expands its sales in Switzerland

Bernhard Utiger has more than 25 years of professional experience in asset management.

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Ensor and Uthayakumar to join Jupiter from Liontrust

The two managers will continue to manage their three small and micro cap funds “for the foreseeable future”

J.P. Morgan Private Bank Appoints Aldrin Sudirgo as Vice President and Banker in Singapore

The appointment forms part of J.P. Morgan Private Bank’s continued focus on serving wealthy individuals and families across Southeast Asia.

Citigroup poaches Charlet from Morgan Stanley to head French arm

Citigroup Recruits Jean-Baptiste Charlet from Morgan Stanley to Lead French Arm

CCLA’s Pennefather named as VP of Wealth at Insignis

Pennefather joins after a four-year career as head of intermediary sales and strategic relationships at CCLA

Robeco underlines its growth ambitions with new hires

He joins Robeco from UBS, where he worked for nine years.

Wellington Fills Its Swiss Top Job

His remit covers executing the business priorities, meeting local regulatory requirements, and developing the team.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank.

Former EFG Dubai CEO tipped to join J Safra Sarasin with big team

The regional chief executive is slated to move to the rival private bank, taking a large team of around nine bankers with him.

Executive Moves