Managers of Wealth

SEI Appoints Jeff Benfield as Chief Product Officer

Centralized Product Development Accelerates Enterprise Innovation and Delivery

Ex-HSBC head joins Deutsche Bank

Market head and ultra-high net worth desk head for Swiss international, Kouroche Achtari has been appointed the private banking head of Suisse Romande in this newly created role.

7IM appoints Antony Cockle as Sales and Development Director as platform transformation enters next phase

Antony takes over from Andrew Donald, who has played a key role in building and strengthening the sales team over his 18 years with the business.

Edmond de Rothschild Asset Management appoints Dominik Kremer as Head of Distribution for Germany and Austria

Dominik Kremer joins Edmond de Rothschild Asset Management with the objective to further develop and drive business activities across liquid and illiquid capabilities in institutional and wholesale channels.

Senior Bellevue Executive Moves to ILS Boutique

At the US-based ILS specialist, he is responsible for expanding and maintaining investor relationships in Switzerland and Italy.

ZKB names systematic strategies head in asset management

Gianluca De Nard joins from OLZ.

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.