Managers of Wealth

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

Barclays Continues Strategic Investment in Financial Sponsors Group

Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast

Oak Group celebrates 12 promotions across its global offices

These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.

Zurich multi-family office appoints two new CIOs

Voser is the new CIO private market and alternative markets, while Bloch serves as CIO public markets.

Marcuard Heritage hires former Credit Suisse HR specialist

The election of a new Board member underscores this ambition.

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

The appointment is effective from 1 April 2025.

Former Schroders head of UK to join SJP as CEO of wealth management

The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).

Nina Flückiger becomes the new Zurich site manager and member of the management team of the Markstein Group.

She brings a beneficial combination of technical understanding and business expertise to the real estate industry.

BNP Paribas AM Adds Private Asset Executive

Previously, he also worked at Blackstone, Goldman Sachs and Credit Suisse.

Private bank Cité Gestion appoints four partners

All of the newly-promoted partners are experienced private bankers.

FINMA Executive Board: Birgit Rutishauser to leave FINMA

FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.

Quilter appoints Cat McInally to further strengthen technical support for advisers

She joins the business in a new role supporting advisers across the north of the UK.

Saranac names joint CEOs and adds ex-Citi Private Bank CEO to board

Michelle Witter and Brent Seery have been promoted to joint CEO, with the wealth firm also bolstering its board.

Aberdeen Investments poaches John McCareins from Northern Trust

In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise

JPM Private Bank's head of investment and advice Southeast Asia leaves

After two decades at the American bank, across the private bank and the investment bank, the head of investment and advice for Southeast Asia is leaving.

Ex-Amundi Switzerland CEO joins asset management consultancy

Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.

Utmost Wealth Solutions Announces Senior Sales Appointment in Hong Kong

Her deep knowledge and experience align with Utmost’s commitment to delivering market leading, flexible wealth solutions

Hampden Bank chair Simon Miller to retire from the board

David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.

Linda Osterman is Promoted to Senior Managing Director

She previously worked at Mellon Bank, NA, and Summit Bank in similar residential lending positions.

Executive Moves