Managers of Wealth

Santander UK appoints Kitty McCormick as CEO of Cater Allen Private Bank

Kitty assumes the role following a three-year tenure as Head of Private Banking at Santander UK, prior to which she spent 12 years supporting private banking customers and leading development operations at NatWest and Coutts.

Leadership Change in the Geneva Region at UBS

Marc Genova will take over as Head of Wealth Management Geneva and Regional Director as of July 1.

Welcome to Claudia Marigliano and Pedro Hernandez!

Claudia brings over 30 years of experience in private banking and international wealth management.

UBS Hires Financial Advisor Brad Gillin in New York City

He will report to Senior Market Director Tom Conigatti.

Praxis appoints Luke Cornish as Client Services Director in Jersey

In his role at Praxis, he leads a Jersey-based team providing coordinated support across a broad range of asset classes, including commercial and residential property, private equity and chattels.

HSBC Appoints Desmond Kuang as Chief Investment Officer, Asia

He is an active member in the bank’s Global Investment Committee, a governance body which periodically analyses and develops asset allocation strategies for its clients.

Standard Chartered Appoints Head of Coverage

She will also have a dual reporting line to Mary Huen, CEO, Hong Kong and GCNA.

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams

Bank von Roll Expands Its Executive Board

He will now also oversee this division at executive board level.

Bank appoints investment advisory boss

Michael Signer joined Bank Thalwil in 2024.

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

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.

Executive Moves