Managers of Wealth

Deutsche Bank PB Expands Thailand Coverage

Based in Singapore, she reports to Paul Handley, Southeast Asia market head.

Quilter appoints Sam Christopher as proposition director

Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.

BCN appoints senior portfolio manager as CIO

Vincent Schwery has been appointed as CIO at the cantonal bank.

Former Brown Shipley CEO joins advice consolidator

Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.

Yuh is now being managed by a Swissquote executive.

Swissquote has found a new CEO for Yuh, the financial app it fully acquired at the beginning of July.

Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments

Greig Townsend joins as CBO to lead the Bank’s growth strategy.

Benchmark taps Cazenove exec as new head of wealth management

Karan Sejpal will take on the newly created role of head of wealth management.

RBC Brewin Dolphin intermediary head exits

Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.

Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer

“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K

JP Morgan Private Bank Adds Andrew Portillo in Miami

Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth

Adrian Edwards Promoted to Partner at MASECO Private Wealth

Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.

BCV undergoes fund management reshuffle

As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.

Ex-SJP marketeer joins leading outsourced firm as commercial director

During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.

Geneva wealth management stalwart set to retire

Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.

RBC Wealth Management adds to Jersey team

In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.

Migros Bank Appoints Head of Customer Relations & Experience

Previously, he was responsible for the retail banking business in Northwestern Switzerland.

Jürg Hutter is the new head of corporate clients at Schwyzer Kantonalbank.

With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.

Carlos Rodríguez Aspirichaga Is the New Head of Citi Private Bank Mexico

Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico

Van Lanschot Kempen Switzerland hires IAM's risk chief

Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.

RBC Brewin Dolphin appoints two wealth managers in Edinburgh

Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.

Executive Moves