Managers of Wealth

ZKB appoints new Head of Sell-Side Research

The new head of the analysis department has already been with the cantonal bank for two years.

Vontobel Poaches New Mittelland Institutional Clients Head From UBS

Bank Vontobel has appointed Pascal Moser as its new head of institutional client for the Mittelland region.

Apollon Welcomes Two Advisors to Central Pennsylvania Team

Brayden and James join us from a regional wealth management and CPA firm

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

PostFinance plans job cuts by the end of November 2025

As contract changes or terminations are expected, PostFinance today initiated the legally required consultation process.

BNP Paribas WM names Southeast Asia market co-head

The French bank is appointing its Asia head of active advisory to take on the position.

UBS Appoints Eric Lin as Head of APAC Research

He will be based in Hong Kong and report to Daniel Dowd, Global Head of UBS Global Research.

EFG onboards portfolio manager from IAM

Ex-Frame Asset Management portfolio manager Livio Spadaro has joined EFG's New Capital.

Ex-Lombard Odier private banker joins SME equity boutique

Ernst Jan Lenstra has returned to the Netherlands after roles at Lombard Odier and Credit Suisse in Zurich.

Lloyds mass affluent CEO exits

Jo Harris has departed shortly after the launch of a new premier service for the bank's mass affluent arm.

RBC BlueBay bolsters its Global Equity team with new Portfolio Manager hire

He started his career on the graduate scheme at Dresdner Kleinwort Wasserstein working on the sell-side in the Investment Grade Credit research team.

Partners Group hires Chief Investment Strategist for its Private Wealth and Retirement business

She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years.

Doug Fordyce joins Rothschild & Co as Head of Energy, North America

He will be joining the firm’s successful Infrastructure, Power, Renewables & Energy group, based in Houston and reporting to Lee LeBrun, Partner and Head of Global Advisory, North America.

RBC Hires Half a Dozen Greater China Private Bankers

She joins with 20 years of private banking experience, most recently as HSBC Global Private Banking in Hong Kong.

Pacific Asset Management makes senior distribution hire from Jupiter

John Tevenan joins as head of global financial institutions distribution

Allfunds appoints Véronique Uzan as Head of France

She will be based in Paris and report to Gianluca Renzini, Chief Commercial Officer for Allfunds.

Major reshuffle at Bernese asset manager

The Fribourg lawyer is co-founder of the gwp Group, which specializes in regulatory developments, and also chairs the board of the Fribourg Cantonal Bank.

Jonathan Anderson has been appointed sole creative director of Dior

Chair and CEO of Christian Dior Couture Delphine Arnault discusses the appointment.

Citi Names Bank of America Veteran Zhang as New China Country Head

The appointment is subject to regulatory approvals.

Evelyn Partners expands charity team in Leeds

In her new role, she will support client relationships, business development and charity administration.

Executive Moves