Managers of Wealth

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

Karim Malak is an experienced professional with more than 26 years’ experience in managing international platforms.

Citi names two to Asia-Pacific DCM business

Anthony Yap, Maria Chua have extensive experience, demonstrated leadership skills

Julius Baer appoints Riccardo Corzani as Lugano Branch Manager

Bank Julius Baer has appointed Riccardo Corzani as Branch Manager in Lugano, succeeding Ettore Bonsignore, who will retire.

Zwei Wealth Expands Partner Network with Financing Specialist

Zurich-based wealth office platform Zwei Wealth has expanded its partner network with the appointment of Malvina Nicca as a Wealth Office Partner.

Baggette + Co. Wealth Management Welcomes Sapphire Tiller as a Client Servicing Administrator and Protection Specialist

Her appointment reflects Baggette + Co.’s continued focus on ensuring clients receive support not only with pensions, investments and retirement planning, but also with the financial protection needed should illness, injury or unexpected life events

Caprock names Jennifer A. Ayer managing director of purpose-driven wealth

Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy

AMP’s Shane Oliver joins Australian Wealth Management Summit

AMP chief economist Shane Oliver will be a keynote speaker at the upcoming Australian Wealth Management Summit taking place in Sydney this August.

TPG appoints new CFO as it beefs up wealth arm

André joins TPG from Reinsurance Group of America, where he served as executive vice-president and CFO and was a member of the executive committee.

Lighthouse Canton Hires J.P. Morgan’s Michael Darriba as Managing Director in Dubai

At Lighthouse Canton, he will focus on relationships with ultra-high-net-worth individuals, family offices and institutional clients, with an emphasis on debt structuring and equity investment.

Equiom Strengthens Global Offering with Strategic Appointment to Enhance Luxury

His appointment reflects Equiom’s continued investment in specialist expertise to meet growing demand for integrated, cross-border solutions in the ownership and management of complex luxury assets.

Broadridge Names Mark Nichols Co-President of Digital Assets

In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.

Praxis expands Middle East Corporate & Funds division with appointment of Head of Fund Operations GCC

His appointment forms part of Praxis' continued investment in specialist expertise, capabilities and infrastructure as it expands its corporate and funds offering across the region.

Former Schroders CEO joins Chikara Investments

Peter Harrison joins as strategic advisor, following an eight-year stint as group CEO of Schroders PLC

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

Global:Prudential appoints new CEO of Wealth

Her appointment was effective 1 June 2026.

Citi Expands Asia-Pacific DCM Team

The appointments form part of Citi’s broader strategy to enhance its leveraged and syndicated financing platform and support growing client demand across Asia-Pacific.

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management

Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services

Vontobel Co-CEO to Lead Swiss Wealth Management Banks Association

The appointments will take effect on September 18, 2026.

Citi appoints Rajeev Garg as new Head of Wealth for the UAE

Garg will lead the strategic advancement and performance of Citi’s Wealth vertical (Citigold, Citigold Private Client and Credit Cards) in the UAE

Executive Moves