Managers of Wealth

Ex-UBS family office boss joins advisory firm

The Swiss private bank's recently departed global co-head of family advisory has resurfaced.

UBS GWM revamps SEA advisory and sales team

The bank has consolidated oversight of advisory and sales under a single head.

Pictet Wealth Management appoints HR head

Natalia van Endert Mensdorff-Pouilly has joined from Mirabaud as the head of HR for Pictet Wealth Management.

Suisse stalwart to head business transformation

The pure-play private bank has hired Christoph Nickl, who worked at UBS and Credit Suisse, as it tries to optimise its operating model to save costs.

Leonteq appoints three new sales managers for Switzerland

Leonteq has appointed Manuel Dürr as Head of Sales Switzerland, Bastian Heller as Head of Sales Zurich, and Paul Hourdier as Head of Sales Geneva.

Rothschild & Co hires Ralph Lerman as Managing Director in Business Services

This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

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.

Executive Moves