Managers of Wealth

Barclays Private Bank Hires Ex-UBS Tech Executive as Asia COO

Werner is an exceptional operator with deep experience across Asia and Europe.

Iress appoints Dominic Rey to lead SA wealth management

The industry veteran has more than three decades of experience in several sectors.

Praxis strengthens Middle East growth strategy with senior regional hire

Underscoring its confidence in a region that is rapidly cementing its status as a global centre for capital, investment structuring and international wealth flows

Esencia Wealth merges with FMA Wealth, makes advisory board appointment

He brings more than two decades of experience spanning client advisory work and senior roles at major investment banks and consulting firms in Sydney, London and Tokyo, including Merrill Lynch and KPMG.

Rathbones head of proposition exits

It is understand Michelle Davies has left after three years leading the client proposition arm at the £115bn wealth manager.

Brown Brothers Harriman strengthens family-office team with new managing director

Bill Luterman joins BBH with over 30 years of experience in advising entrepreneurs, families, and institutions

EFG signs LGT top manager

Simultaneously with this change, Daniel Murray will return to the role of Deputy Chief Investment Officer (CIO).

Bank Frick strengthens its board of directors with the addition of Marzia Thüring-Menegon

Marzia Thüring-Menegon has over 25 years of experience in the European financial industry

Switzerland's largest business association gets a new president

The election will take place at the next board meeting in March, with the new president scheduled to take office in mid-September at the Day of Business.

Cité Gestion appoints portfolio management chief

New head of portfolio management Edward Maeder is one of a series of appointments at the Geneva-based private bank.

Welcome to Reto Taborgna, Michel Ehrenhold and Stefan Müller!

In his new role, Reto will ensure robust governance, operational efficiency, effective risk management, and strategic growth of our expanding business.

BOS Hires Alts Expert to Focus on UHNW Solutions

In the role, he will lead the development, management, and execution of complex product and bespoke solutions, with a focus on ultra-high net worth clients.

Balanz USA Appoints Federico Francia as Head of Wealth Management

Federico Francia joins his new position this February 2026, after working for more than eleven years at Puente Servicios Financieros

UBS appoints JBWere exec as Aussie wealth management director

The global financial services firm has hired former employee Andrew Bird as it continues to expand its footprint in Australian wealth management.

Regions Bank Names Kafi Slaughter as Private Wealth Leader Serving Key Texas Markets

Slaughter’s industry experience, passion for superior service, and deep community engagement will further differentiate how Regions serves clients in Houston, Austin and beyond.

J.P. Morgan Appoints Geneva-Based Banker to International Senior Role

In this role, Koep will further expand the firm’s Media & Communications (M&C) investment banking platform.

BlueOrchard recruits business development chief

Lucas van Berkestijn joins as global head of business development.

Zwei Wealth names second partner this month

Zerrin Aktuna is the latest to join Zwei Wealth as partner and as a wealth officer.

Rathbones Group hires replacement as co-CIOs depart

Co-CIOs Edward Smith and Liz Savage leave wealth business in May

SJP hires investment product director

Rio Stedford will focus on product opportunities and the next phase of growth for SJP’s investment team

Executive Moves