Managers of Wealth

New Partners at Belvédère

Five experienced employees have been appointed as partners.

Zurich multi-family office hires investment manager

Verium has appointed Patrick Strittmatter, who has held a series of roles in private equity.

Zurich private bank appoints CIO

Maerki Baumann has promoted Konstantinos Ntefeloudis to the position, while his predecessor, Gérard Piasko, is taking on the role of chief economist.

Hans Swildens, Justin Burden, and Roland Reynolds Join Goldman Sachs as Partners in Asset and Wealth Management

The three will join the firm’s External Investing Group (XIG) within Goldman Sachs Asset Management as part of the closing of the Industry Ventures acquisition.

Lombard Odier announces trio of senior appointments in Asia

Louisa Lou has been appointed head of wealth planning, Asia

LPL affiliate adds $650m pair of advisors from JP Morgan

Genesis Wealth, a non-OSJ branch office within LPL, is specifically targeting bank-based advisors seeking independence.

Tippie Malgwi promoted to Head of High-Net-Worth and Diaspora Banking at Afin Bank

He brings a unique combination of mortgage knowledge and understanding of customer needs

Fairstone Group founder departs for new venture

The founder of a national wealth management firm has left the business.

Edmond de Rothschild Asset Management appoints new Group Head of Private markets

Laurence will report to Edmond de Rothschild AM’s CEO Christophe Caspar and joins Edmond de Rothschild Asset Management executive committee

New CEO at Swiss private banking service provider

As CEO, Bernay will drive the further development and transformation of Azqore

Boston Multi Family Office appoints new Managing Director in Jersey

His career spans the Channel Islands, UK, Isle of Man, and Luxembourg giving him a strong track record in managing complex, multi-jurisdictional structures.

New Head of Sales for Lombard Odier Investment Managers

The institutional asset management division of the Lombard-Odier Group has a new head of sales for Switzerland.

Matthias Kottmann is the new president of the radicant board of directors.

Matthias Kottmann is a member of the Executive Board of Basellandschaftliche Kantonalbank (BLKB) and is responsible for the Private Wealth and Financial Advisory division.

VG Appoints William Douglas as Chief Executive Officer

William’s appointment supports VG’s growth ambition including further expansion into Dublin and the Middle East planned for 2026.

SJP hires Blinoff to oversee bespoke investment offering

Newly created director of investment solutions will involve developing tax-advantaged propositions and DFM trading.

$1.2B Citigroup Team Jumps to Wells Fargo

Advisors Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues its recruitment push.

Freeths expands Private Client services with senior hire in the North

She has acted as trustee for multiple high-value charitable and family trusts and is widely recognised for her leadership in the sector

Ex-Julius Baer Banker Joins Hong Kong EAM as COO

In the role, he will have oversight of the firm’s entire operations and compliance function.

DBS names Hong Kong head of managed solutions

The Singaporean bank has promoted a private assets team leader to the role.

Former HSBC GPB banker joins BOS

The private banker was at HSBC Global Private Banking for almost seven years before leaving to join the Singaporean private bank.

Executive Moves