Managers of Wealth

Credit Suisse veteran joins multi-family office Alder as vice chair

The banking veteran has joined the Korean multi-family office to help its push into private wealth.

John Goddard takes over as CEO at Quilter Cheviot

Goddard brings extensive experience and a strong track record in driving strategic growth initiatives across multiple businesses and jurisdictions.

GKB reshuffles multi-asset fund managers

Nerino Nobs hands two funds over to Andri Hunger in order to focus on the convertible bond fund.

Weatherbys hires new Chief Product Officer and experienced Citi banker

Weatherbys Private Bank has further strengthened its team with the hire of a new Director of Product & Services and an experienced banker.

Ex-Aquila CEO to Lead Swiss Association of Wealth Managers

The former CEO of Aquila, will become the new head of the Swiss Association of Wealth Managers in 2026.

JP Morgan hires LGT managing director in Geneva

Jean-François Bunlon, who worked for HSBC and UBS, steps into the new role after three decades in the industry.

Northern Trust Asset Management Names Anwiti Bahuguna Global Co-Chief Investment Officer

She joins current Global Co-Chief Investment Officer Christian Roth, CFA and succeeds Michael Hunstad, Ph.D., who was recently named president of Northern Trust Asset Management.

Broadridge Names Head of International Market Advocacy

Based in London, he reports to Stephanie Clarke, head of international strategy and corporate development.

Broadridge exec Vijay Mayadas named new Rimes CEO and president

Brad Hunt, who has served as CEO and president of Rimes since May 2021, will now move to a non-executive vice chairman role.

Andrew Corlett OBE

He is a non-practising English Solicitor and Manx Advocate and is a past President of the Isle of Man Law Society.

Former Credit Suisse Banker Joins Multi-Family Office

In the role, he will spearhead efforts to deliver tailored private wealth management solutions and related services for ultra-high net worth individuals as well as for their families and businesses.

Fairway Group appoints Funds Client Director

Before joining Fairway, she established and led the Jersey office of a leading litigation funder for almost a decade, acting as director for corporate entities across Jersey, Luxembourg, and Malta.

European private banking chief exits Barclays in restructure

Gerald Mathieu, whose former roles include CEO of Switzerland, is leaving the British banking group.

Santander PBI Adds Felipe Herrmann as Senior Investment Advisor

He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate

Lazards opens Copenhagen office, appoints MD and CEO

Jensen will work closely with Gustaf Slettengren and Victor Kastensson, based in Sweden.

Former EFG senior exec joins StanChart

The former Edmond de Rothschild Middle East and North Asia CEO has now resurfaced at Standard Chartered Private Bank, based in Dubai.

Britta Roden becomes Head of Research Real Assets at Swiss Life Asset Managers

In this role, she will contribute her extensive experience in real estate and infrastructure research and be responsible for further expanding research expertise in the real assets sector.

Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive

His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

M&G Wealth platform CEO joins consultancy firm’s board

He is joined by Kate Webber, chief solutions and technology officer at the Principles for Responsible Investment (PRI), whose career spans product and strategy leadership at Northern Trust, Calastone and BNY Mellon.

Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

She will work closely with clients and colleagues to deliver innovative and tailored solutions that reflect the increasingly global nature of wealth management today, aligning with the business’ long-term growth strategy in the UK.

Executive Moves