Managers of Wealth

Rothschild & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory

Global Investor Advisory will support Companies in all aspects of their ongoing capital markets engagement

New consultant joins Alex Picot Trust

Simon brings more than 40 years of experience in the private client industry, having held senior roles working in Jersey and the Cayman Islands.

Investec Bank appoints new independent Non-Executive Director

Michelle succeeds Sandra Platts, who is stepping down after thirteen years on the Investec Channel Islands Board.

UBS looks to solidify local footprint with new advisory lead

“In addition, he will play a pivotal role in driving solutions across our business divisions, ensuring that our clients benefit from a seamless and truly integrated OneUBS experience.”

UBS Announces Two New Market Directors in San Francisco

Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera

HSBC AM’s head of Asia fixed income departs

Alfred Mui, HSBC AM’s head of Asia fixed income has left the firm to pursue other opportunities.

Changes to the Board of Directors of Julius Baer (Middle East) Ltd.

Julius Baer (Middle East) Ltd., has appointed Bryan Stirewalt as the new Independent Non-Executive Chairman, succeeding Jeremy Parrish who steps down after four years of service

Former JPMorgan private banker Leung Yun Yi returns to HSBC as Head of Multi-Asset Specialists for Asia.

In March this year, media reports indicated that she would be leaving JPMorgan, and she stated that her next move would be officially announced at a later date.

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.

Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors

Her appointment comes at a pivotal moment for the financial services industry, as rapid advances in technology and artificial intelligence continue to reshape markets, institutions, and client expectations.

Quintet appoints Otto Huber as Group Chief Financial Officer

Huber joins Quintet from Bank Vontobel in Switzerland, where he most recently served as Head of Structured Solutions & Treasury.

Benjamin Lucas appointed CEO of Aztec Group

Prior to Amundi Technology he held senior leadership roles at EY and KPMG, where he was UK Head of Asset Management and Global Head of Asset Management Consulting.

Consultant Joins Alex Picot Trust

He has also held a number of leadership positions within STEP, having been elected worldwide Chair in 2019 and previously as Chair of STEP Jersey.

Ex-fund manager joins Zwei Wealth as partner

Jochen Gass is the fifth new partner that the firm has announced this year.

Rathbones appoints Head of Investment Management – Channel Islands

His role includes supporting team development, shaping investment processes, enhancing collaboration across the organisation, and ensuring the highest standard of portfolio management and client service.

Centuria Capital expands HNW, family office with dual hire

Centuria Capital Group has hired two experienced private capital experts to its distribution team, strengthening its high-net-worth and family office capabilities on the east coast.

Global Wealth Visionary Dr. Anna Maria Panasiuk Appointed to Prestigious Forbes Finance Council

Dr. Anna Maria Panasiuk was selected by a review committee based on the depth and diversity of her experience.

Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

New partner at Two Wealth

He began his career at Deutsche Bank AG in Frankfurt. He then worked for DWS as a trader of stocks, funds, and derivatives.

Quilter appoints PIMCO for new Global Government Bond fund

The mandate will be managed by Andrew Balls alongside an experienced team of senior portfolio managers and analysts.

Executive Moves