Managers of Wealth

Amundi: Appointments

These appointments are effective since January 1, 2026.

Zurich multi-family office names senior partner

Reto Frei has joined Helvetic Trust as a senior partner.

Vontobel recruits relationship managers from UBS and ZKB

Christopher Huwyler and Sebastian Luck have joined Vontobel as relationship managers.

Brooks portfolio management head exits for JO Hambro

Josh Herson’s switch to co-manage the £1.9bn JOHCM UK Equity Income fund continues a period of personnel turnover at Brooks Macdonald.

BlackRock hires two senior PMs for $30bn European equities team

The world’s largest asset manager has snapped up a duo from Columbia Threadneedle and Janus Henderson, who are dropping multi-billion-dollar funds as they leave.

AllianceBernstein announces Onur Erzan as President

In addition, Erzan will assume responsibility for AB's Strategy and Corporate Development functions.

Ex-UBS wealth veteran named CEO of HK funds body

Former UBS Global Wealth Management Greater China funds head resurfaces at the Hong Kong Investment Funds Association.

Stonehage Fleming announces new Group CEO

He led Lombard International Group from April 2020, a business renowned for supporting the needs of high-net-worth individuals, families and institutions with wealth and succession planning solutions.

New York Life Appoints Joao Magallanes Canals as Wealth Management Executive

He Has Extensive Experience, Including Nearly a Decade in Private Banking and Capital Markets in Latin America

UBS Executive Mike Dargan Appointed CEO of N26 to Lead Next Chapter of Growth

The appointment remains subject to regulatory approval by the German financial regulator, BaFin.

Nomura Asset Management promotes Terence Lam to Singapore CEO

Lam joined Nomura in June this year from AXA Investment Management, where he was the managing director.

Nordea Asset Management Appoints Kasper From Larsen as Portfolio Manager

The appointment reinforces Nordea’s climate transition capabilities at a time of rising institutional demand for credible, sector-driven transition strategies aligned with global climate frameworks.

Alex Lawton Joins Clear Street’s UK Management Team

Financial Markets & Infrastructure Veteran Joins Clear Street in the UK

RFG Chief Growth Officer Abby Salameh Steps Down

Salameh cited personal reasons for her departure, including travel, and is searching for her next opportunity in wealth management.

Former EFG banker joins Nomura's NRI team

The former NRI banker has joined Nomura after five years at EFG.

Rockefeller Snags $3-Billion UBS Team in Florida and California

The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025.

HSBC Hires Ex-Citi Executive Ida Liu to Lead Its Private Bank

Liu replaces Gabriel Castello, who was appointed interim chief executive officer of the wealth business late last year, when Annabel Spring stepped down as part of a management shake-up under group Chief Executive Officer Georges Elhedery.

Change in TKB management

Starting in 2026, current management board member Tobias Hilpert will head the new Private Banking division.

Deutsche Bank PB relocates Singapore FO advisory head to Dubai

The German lender has reshuffled its top management in its investment managers unit across Singapore, the Middle East and Europe.

LVMH appoints new managing director at Bulgari, Laura Burdese

Burdese will report to Stéphane Bianchi, deputy managing director of LVMH and CEO of LVMH Watches and Jewellery.

Executive Moves