Managers of Wealth

Focus Wealth Management Announces Four Appointments to its Advisory Board

"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.

Julius Baer expands senior roles, simplifies SE Asia structure

Apart from its new line-up of Southeast Asia group heads, the bank has also expanded roles for several senior executives.

Ruffer partner Steve Russell exits after 22 years

Russell is the latest high profile exit from the business.

Dale Walsh joins Barclays as Global Head of Credit Distribution & Product

Dale Walsh appointed to lead and accelerate Private Bank and Wealth Management’s lending growth ambitions.

Barclays UK appoints Roland McCormack as Head of Mortgage Intermediaries

The newly-created MD role is a senior leadership position that reflects the bank’s broker-first approach and its continued commitment to the intermediary market.

Rathbones director elected Sheriff of the City of London

He will serve alongside Keith Bottomley in one of the UK’s oldest secular civic offices.

Former UBS GWM SG head of funds and alts resurfaces at CVC

The move follows several other senior investment specialists at private banks who have moved to alternative asset managers to run their growing regional wealth businesses.

Schroders adds three funds to Singapore range

The British asset manager has brought over Indian equity, multi-asset and quant-driven strategies to broaden the suite of funds it offers retail investors on the island.

Wolfdieter Schnee appointed Head of Fund Services at LLB Group

He will therefore take over responsibility for the custodian bank and fund management business of the LLB Group in Liechtenstein and Switzerland.

BCN: Welcome to our new Board member!

She succeeds Ms. Elisabeth Bourqui, whose term ends on June 30, 2025.

BIL Suisse announces board appointment

Stéphanie Hodara El Bez has been appointed to the board of directors, replacing Alain Le Fort.

RBC Wealth Management welcomes new complex director in Boston

He’s held field leadership roles, led advisor recruiting efforts, and was most recently managing director of PNC Investments Wealth Advisors.

Standard Bank appoints Fiduciary Specialist to Jersey team

Standard Bank adds to its Jersey-based fiduciary specialist team also serving Mauritius.

Citi Appoints Head of Markets for Singapore

He will also continue to serve as head of FX trading for APAC.

7IM Bolster Investment leadership with appointment of Co-Chief Investment Officers

Together, they will lead the firm’s investment strategy, client communication and propositional development, as 7IM continues to scale and integrate recent acquisitions.

UBS GWM Appoints New NRI Head in Dubai

Bächli is expected to relocate from Singapore to take up the position, where he will oversee one of the firm’s most strategically important client corridors—linking Asia and the Middle East.

BCGE – Nicolas Mougeot appointed Chief Investment Officer

He will be part of the Wealth & Asset Management division

Bank Council elects Michel Degen as new CEO of Schwyzer Kantonalbank

The former Chief Financial Officer (CFO) and Deputy CEO had already led the bank ad interim since the end of February 2025.

Fürstenbank gets new Head of Private Banking

Pernet joined GKB in January 2023

TrinityBridge announces new CEO

He will be replaced by Nigel Stockton, an industry veteran with many years of experience.

Executive Moves