Managers of Wealth

Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit

Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm

WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman

After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.

NFP Appoints Jessica Espinoza, Retirement Advisory National Practice Leader, and Stephen Jans, Wealth Management National Practice Leader

New practice leaders ensure commitment to delivering integrated solutions for middle market clients that reflect the full spectrum of their financial needs

EFG International announces changes to Board of Directors and leadership team of EFG Bank (Luxembourg) S.A.

In addition, Pascal Julliard has been appointed as Deputy CEO and Head of Private Banking Luxembourg, effective 01 October 2025, and will report directly to the CEO of EFG Bank (Luxembourg) S.A.

Zurich independent asset manager onboards UBS relationship manager

Brevalia has hired Mathis Weber as a client adviser.

Marco Primavesi will leave the BLKB board of directors at the end of 2025

The vacancy on the bank's board of directors is to be filled.

HSBC names head of IWPB in Taiwan

Kevin Hu joins HSBC Taiwan from Cathay United Bank.

LGT loses its portfolio management head

The veteran spent nearly 16 years with the firm, where he also served as CEO of LGT Investment Management.

Deutsche Bank PB Expands Thailand Coverage

Based in Singapore, she reports to Paul Handley, Southeast Asia market head.

Quilter appoints Sam Christopher as proposition director

Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.

BCN appoints senior portfolio manager as CIO

Vincent Schwery has been appointed as CIO at the cantonal bank.

Former Brown Shipley CEO joins advice consolidator

Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.

Yuh is now being managed by a Swissquote executive.

Swissquote has found a new CEO for Yuh, the financial app it fully acquired at the beginning of July.

Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments

Greig Townsend joins as CBO to lead the Bank’s growth strategy.

Benchmark taps Cazenove exec as new head of wealth management

Karan Sejpal will take on the newly created role of head of wealth management.

RBC Brewin Dolphin intermediary head exits

Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.

Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer

“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K

JP Morgan Private Bank Adds Andrew Portillo in Miami

Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth

Adrian Edwards Promoted to Partner at MASECO Private Wealth

Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.

BCV undergoes fund management reshuffle

As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.

Executive Moves