Managers of Wealth

Bank J. Safra Sarasin bolsters Asia leadership with major hires and signals robust expansion in the region

The new team will focus on further driving the Bank’s business development in the Greater China markets.

Welcome to John Plassard!

As a Partner, John will undoubtedly be a key driver of Cité Gestion's growth in the coming years, a growth that is already reinforced by the strategic partnership we have just entered into with the EFG* group.

StanChart Nabs Ex-DBS Executive for Private Markets

In this new role, she is responsible for leading the private markets build-out for the bank in Greater China.

Baloise brings in Kadermann from NPB Neue Privat Bank

Baloise has appointed Joël Renggli as a multi-asset trader and member of its management team.

Citi Board Elects Jonathan Moulds to Board of Directors

Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.

BOS Expands Investment Advisory Council

Guo is the executive president and senior fellow at CF40 Institute, a non-government think tank in China.

Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth

With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.

GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer

These leadership changes reflect that GAM has successfully transformed and is now well positioned for growth.

Oakbridge Group announces leadership restructure

He brings with him over 25 years’ experience in corporate structuring and governance, and joined the Corporate Services team at Oakbridge in late 2023.

Haydn Aird appointed new Head of Banking to lead Manchester office

Haydn will build and lead a team based in Manchester.

JP Morgan AM appoints head of Mideast asset management

He will report directly to Patrick Thomson, CEO for EMEA at JP Morgan Asset Management.

Quilter appoints Warren Vickers as commercial director of distribution

In his new role, Warren will work closely with Steve Gazard to support the continued development and evolution of Quilter’s distribution proposition and support to advisers and firms across both internal and external channels.

Sygnum Expands Board with Industry Heavyweights to Drive Global Expansion

Pia Tischhauser, Swiss Re Supervisory Board member and BCG veteran, and Vinod Kumar, Vice-Chairman of private equity group Everstone and ex Vodafone Business CEO and Tata Communications CEO and MD, join Sygnum’s experienced board

Allison Mais appointed chief operating officer of VM Investments and VM Wealth

Allison’s appointment is part of a broader strategic plan to fortify the company

ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami

Launched by the wealth advisory and planning company, founded in 2021 and now operating offices in Miami, New York, and Madrid.

PKB’s wealth manager names managing partner

Alessandro Trabaldo Togna is part of the family which owns PKB Private Bank.

HSBC AM appoints UK CEO

Dan Rudd to be CEO of HSBC Global Asset Management (UK) and head of UK wholesale.

Picard Angst brings raw materials experts on board

Pablo Gonzalez joins Picard Angst 's portfolio management team .

Royal London Asset Management plants flag in Australia

He will also help shape the local strategy, represent the firm at industry events and forums, and contribute to long-term business planning.

DBS Hong Kong hiring wealth managers as investors’ risk appetite grows

The subsidiary of the Singapore bank plans to hire 100 bankers and open a new wealth-management centre

Executive Moves