Managers of Wealth

17 promotions across Saffery Trust

The promotions, effective from 1 July, see Guernsey’s Claire Bufton promoted to Finance Director and Sharon Coburn to People & Culture Director.

Broadridge Announces Expanded Roles for Senior Leaders

The changes are effective as of July 1.

JPMorgan names insider David Frame global CEO of private bank

JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally.

IAM recruits BCV wealth manager trio

The hire of Daniel Vuffray, Sébastien Demont and Bastien L’Eplattenier is the latest in a series of recruits VCT Vector Gestion has made from Banque Cantonale Vaudoise.

Citi Names Investment Banking Co-Heads for Japan

Citi has appointed Akira Kiyota and Taiji Nagasaka as co-heads of investment banking for Japan

Blackstone Hires Banking Veteran as Vice Chair in Japan

Blackstone has appointed Muneya Taniguchi as vice chairman and executive advisor

Wealthtime's Lucy Bristow leaves CCO role at platform

Bristow, who held the role of CCO for just over two years, left the business last week.

Fairstone Group founder Lee Hartley to step down from chief executive role

The move comes after Fairstone recently announced two significant milestones - £20bn in assets under management and completing its 100th deal within the sector.

EFG appoints Luis Ferreira to leadership role in Latin America

In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.

Stonehage Fleming Announces Director Promotions Across Group

The new cohort of Directors are accompanied by 12 promotions to Associate Director, 16 promotions to manager and 25 promotions to Senior Associate across the Group’s offices and services.

Crestbridge Family Office Services awards double promotion

Effective from 1 July 2025, the promotions recognise Charlie and Darren’s achievements over the past year, as well as their ongoing commitment to professional development.

Praxis appoints Ciaran O’Neill as MD to lead Guernsey Private Wealth team

In his new role, he leads the Guernsey team in delivering private wealth and corporate services, with a particular focus on long-term client relationships, cross-border structuring, and sound governance.

Ex-family office CIO joins Top 50 IAM

Ruslan Akhmetshin has joined Novum Capital Partners as its latest experienced staff member.

UBS Wealth hires HSBC Private Bank duo

Tina Bee and Alecia Ibbotson joins as client advisors in UBS Jersey office.

LGT WM co-head of wealth planning exits

Graham Thomas has stepped away from the firm after seven years.

Swiss Fund Platform replaces retiring CEO

Lilian Klose retired at the end of June and Moritz Studer has been named as her successor.

Barclays announces updates to Group Executive Committee

Craig and Anne Marie have been working closely with Alistair since April in order to effect a smooth transition.

Robert Swaak to join Barclays UK Board as Non-Executive Director

As part of Board succession planning, Mr Swaak will, subject to regulatory approval, assume the role of Barclays Bank UK PLC Board Audit Committee Chair from March 2026.

Seven directorships signal strategic growth for Saffery Trust

Saffery Trust Group Managing Director, Nick Batiste, said the initiative had been worthwhile

Redington CEO steps down after Gallagher deal

Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.

Executive Moves