Managers of Wealth

UBP hires senior portfolio manager for emerging market debt

Teri Baker was most recently a portfolio manager in the external sovereign debt team at Ashmore Group.

Schroders appoints new Head of Client Group Strategy Execution and Delivery

Ed will accelerate the progress we have already made with our strong framework for sales excellence.

IEQ Capital Expands in New York with Appointment of Managing Director Frank Mason

Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.

Sanjay Sharma to Lead SEI’s International Business

Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth

M&G veteran named CIO at fund firm

Aled Smith has been appointed CIO at fund boutique GIB Asset Management.

Deutsche Bank PB Relocates Vice Chair to Middle East

For the remainder of 2025, Mahdi will travel extensively across the region for senior client engagement with a significant focus on Saudi Arabia

Quintet strengthens Board with three strategic appointments

New appointees include former Group CIO of Deutsche Bank, former member of Lloyds Banking Group’s Executive Committee & founder and CEO of European technology platform Vitruvya

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited

RBC Brewin Dolphin Top 100 star Michael Paul exits

Paul has become the latest figure to depart the wealth firm after a 11-year stint with the business.

SocGen Appoints Singapore Country Head

Based in Singapore, he reports to Jerome Niddam, CEO, Asia Pacific, and will join the APAC management committee.

LGT Wealth India Hires a Team of Senior Professionals to Strengthen Its Private Client Franchise

The seven new hires who join LGT Wealth India as managing directors will be based in various key locations.

Deutsche Bank Private Bank Strengthens Thailand Coverage

The bank expects her expertise and leadership to support its efforts to grow client relationships and broaden coverage across Southeast Asia.

Revolut brings in former SocGen boss for Western Europe

The move is part of the company's strategy to develop Paris as a Western European hub.

Olivia Farr Douglas appointed Head of Marketing Innovation and Content at Citi

Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing

Temenos Announces CEO Transition

The Board of Directors has appointed Takis Spiliopoulos, the company’s Chief Financial Officer, as Interim CEO while the search for a permanent successor is underway.

Arjan de Boer resurfaces as Apac private bank coverage head at CACIB

He joins from Crédit Agricole CIB's subsidiary Indosuez Wealth Management.

HSBC leadership changes in Hong Kong

Both HSBC Hong Kong and Hang Seng Bank have vital roles to play in this.

Stonehage Fleming Appoints Patrick Guarda As Global Head of Insurance Solutions

His appointment takes effect on 1st September 2025.

HSBC appoints wealth head as new Hong Kong CEO in shakeup

Wealth head Maggie Ng has been appointed Hong Kong CEO, while Luanne Lim will assume the role of CEO of Hang Seng Bank.

Ex-BOS Singapore co-head to join EFG with team

EFG is tipped to hire Bank of Singapore's ex-Singapore co-head and a team of eight Indonesia bankers.

Executive Moves