Managers of Wealth

Highvern begins 2026 with a new round of promotions

Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.

Choreo hires Edelman alum as wealth head

Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo.

Wealth Club hires Susannah Streeter as chief investment strategist

Prior to that, she was at the BBC’s Economics and Business Unit as a senior correspondent and financial news anchor.

DNB AM hires French-speaking head

Bénédict Fatio has joined the Norwegian subsidiary to further develop French-speaking Europe.

Former Citi Banker Joins UBS’ Australia Wealth Team

UBS Global Wealth Management has hired Carl Ashton to its Australia international team in Singapore

UBS Team With $660 Million Joins RBC in Los Angeles

They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian.

Certuity Expands National Leadership Team with Strategic Advisor Appointments Across Key Markets

In October, Certuity appointed Giuliano Celle as Managing Director and Head of Institutional Wealth, based in New York City.

New Year Promotions at Crestbridge Family Office Services

One of four promotions within the client services team, Charlotte Williamson has been made an Associate Director.

Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer to Accelerate Growth and Reimagine the Digital Experience

She has been charged with building an integrated marketing engine, strengthening Envestnet's market leadership

Citi hires Alexander Wong to boost APAC client coverage

He joins from Credit Suisse.

Praxis announces senior leadership updates aligned with growth strategy

In Guernsey, Lucy Kirby (Group Head of Projects) and Samantha Le Brun have both been promoted to Director.

Nordic Asset Manager Appoints Head of Western Switzerland

The Norwegian asset manager DNB is expanding into Western Switzerland and has recruited a regional head to lead the effort.

Tyndall renames Downing European fund

Following Tyndall’s appointment as the fund’s investment adviser

Geneva advisory firm creates new role

Reference Capital has appointed Arnaud Longet as chief investment solutions officer.

VG announces six career promotions in new year growth plans

In Private Wealth, Eve Smith has been promoted to Senior Trust Officer and George Sheehy who joined VG as a trainee has gained promotion to Trust Administrator.

Multi-Family Office Strengthens Team with Venture Capital Founder

He will work under the leadership of partner Sebastian Jeck.

Nivalion Appoints Banker as Investor Relations Manager

As of the beginning of the year, Nivalion appointed Kevin Vonwil as Partner and Head of Investor Relations Switzerland & Liechtenstein.

BIL announces the appointment of Head of Communications & Branding

In this role, she will oversee the Bank’s corporate communications, branding strategy, and reputation management, supporting BIL’s transformation and strategic development.

Architect of Ticino’s Crypto Hub Joins Private Bank

With this move, the Swiss unit of Banque Internationale à Luxembourg gains a seasoned expert at the intersection of the public sector

Former Bank of Singapore Banker Leslie Tan Joins EFG Private Bank in Singapore

EFG has recently bolstered its presence by acquiring a large Indonesia team from Bank of Singapore and hiring Robin Heng, the latter’s former co-head of private banking, last year.

Executive Moves