Managers of Wealth

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.

Julius Baer deputy CEO to exit

Nic Dreckmann is set to depart, with HSBC COO for global private banking Jean Nabaa set to replace him in one of his roles.

Lighthouse Canton appoints Gurjeet Sohi as MD, Head of Wealth Management for India

Sohi brings nearly three decades of experience from Deutsche Bank, where he held senior roles across wealth management and private banking.

Multi-Family Office Farro Capital Hires Sustainability Expert

Farro Capital has appointed Priyaka Dhingra as head of impact and sustainable finance

Natixis CIB boosts Green & Sustainable Hub in Asia Pacific with experienced hire

Jarek has over 20 years of experience in the financial services industry.

Nedbank Private Wealth strengthens advisory team with new wealth manager

Anelisa Mi, former financial services adviser at Fairbairn Consult, has joined amid Nedbank’s efforts to deepen its advisory offering across South Africa.

Mike Hordley named Chief Operating Officer of HSBC Private Bank

Mike, who is currently Interim COO of the Swiss Private Bank, will start in the role when a permanent COO for the Swiss Private Bank is in place in April this year.

Hightower Appoints Bob Lavigne as Chief Compliance Officer

Prior to joining Hightower, Lavigne served as Vice President and Chief Compliance Officer at Edelman Financial Engines.

Quilter Cheviot International Strengthens Board and Leadership Team

Both bring a wealth of experience and industry insight that will be instrumental in supporting the firm through its next phase of development.

Citi Appoints Syndication Duo in Australia

Citi has appointed Jessica Rowe as director, spread products syndication, Australia and APAC and Dane Harris as vice president in the A$ debt syndicate team

Jean Nabaa to become Chief Operating Officer; Cindy Leggett-Flynn appointed Head of Group Communications

Julius Baer Group today announced the appointment of Jean Nabaa as Chief Operating Officer (COO) and member of the Executive Board, effective 13 April 2026 and subject to final regulatory approval.

Multi-family office hires former UBP executive

Prior to that, he headed the Zurich branch of the Geneva-based private bank for twelve years and later was responsible for business with senior bankers and non-resident Indian clients.

Standard Bank Namibia appoints new Head of Private Banking and Wealth

The bank said Van Zyl brings over 15 years of experience in finance, corporate and international tax consulting, strategic leadership, and banking.

Alumia appoints new sales manager for Switzerland and Italy

The new appointment is intended to strengthen the company's presence in these markets

Executive Moves