Managers of Wealth

UBP Nabs Greater China Trio From BOS, Citi

UBP has hired three new executives covering ultra-high net worth clients across the Greater China markets

Hong Leong hires from Julius Baer for desk head

The Malaysian bank continues its hiring spree, recruiting a desk head and two senior relationship managers, all with strong Julius Baer connections.

LGT Wealth Management expands Scotland team with senior hire

The appointment comes at a pivotal time for clients across Scotland and the wider UK as policy changes affecting pensions, inheritance tax and business property relief are prompting many families and business owners to reassess how they pass on wealth.

Four Senior Promotions for Praxis Across Jersey, Guernsey and London

The promotions are effective 1 August.

Hawk appoints new Commercial Director

His portfolio includes private clients, family offices, fiduciary specialists, and professional advisers.

Apex Group expands Exco team with appointment of new CFO and CBO

Effective 1 October 2025, Kimberly joins Apex Group from State Street, where she has served for over 12 years, most recently as Treasurer and Executive Vice President.

SlateStone Wealth names new chief equity strategist

Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap investments.

UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey

Ryan brings the leadership experience, cultural mindset, and client focus needed to serve this critical market

Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jersey and Florida

The team arrives from M Financial Group where they collectively managed approximately $1.8 billion in client assets and are joined by more than 15 investment and branch professionals.

LGT Crestone taps alternatives and ESG expert

Kennelly previously spent six years at Escala Partners, where he co-led the firm's alternatives research and ESG strategy.

BBVA GWA Appoints Augusto Tricotti as Financial Advisor in Miami

BBVA Global Wealth Advisors (GWA) announced the appointment of Augusto Tricotti to its commercial team as financial advisor in Miami

Eastspring names new portfolio managers head

The $256bn asset manager reshuffles the team after a senior manager relocates back to Europe.

New hire Bolster T. Rowe Price’s expanding insurance business

Mark Rose joins as Insurance Solutions Strategist; Chase Uhlein and Blayze Hanson appointed Senior Insurance Relationship Managers

Quilter Cheviot appoints former COP negotiator to Responsible Investment team

Yusuf will report to Gemma Woodward, head of responsible investment at Quilter Cheviot, and will support the firm’s stewardship programme and thematic engagement efforts.

Zwei Wealth hires latest wealth officer

The firm, recently bought by Swiss Life, has appointed Thomas Ulrich to manage client mandates.

Ex-Top 50 IAM investment chief joins Vontobel

Jörg Zatachetto, former chief investment officer at Copernicus Wealth Management, has joined as senior investment adviser for external asset managers.

Lombard Odier Strengthens Asia Leadership With Senior Appointments in North and Southeast Asia

He will also be CEO of Lombard Odier’s subsidiary in Hong Kong

Trading Places: Citi hires JPMorgan banker for tech coverage, Jerry del Missier heads to Milan

Find out who is on the move in the City and beyond this week

Citi hires bankers for private credit in North America, tech in Europe

Aashish Dhakad will start in October in New York as head of private credit origination for North America as part of Citi’s $25 billion push into private credit with Apollo Global Management.

Schroders expands Value investment team

He will begin in early September.

Executive Moves