Managers of Wealth

Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors

Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board

Regional private banking chief joins Basel IAM

Ueli Moser spent 16 years at Aargauische Kantonalbank and was sector head private banking for the Fricktal region.

Reyl appoints DPM chief

Alexis Mansuy has worked for the private bank since 2023.

RBC Brewin Dolphin’s 40-strong Cardiff office appoints wealth manager

RBC Brewin Dolphin’s Cardiff office has been working with clients in Wales for more than 30 years, growing to 40 employees, including 14 client-focused wealth managers.

Boston Multi Family Office appoints new managing director

“Paul brings a wealth of experience and expertise and will add value to our business as we continue to grow in Jersey and the wider Channel Islands.”

Liechtenstein's Alvier Asset Management arranges succession

Thomas Handl hands over the reins to Christina Stach and remains a member of the board of directors of Vaduz-based Alvier Asset Management.

Alain Erismann will become a partner at Zwei Wealth

Alain Erismann holds a Master's degree in Investment Management from Bayes Business School in London.

Northern Trust Asset Management Appoints Gijsbert de Lange as Chief Innovation Strategist

He will support the adoption of these methods within Northern Trust Asset Management’s equity, fixed income and multi-asset strategies.

Julius Baer Group announces changes to the Board of Directors

He will be succeeded as Vice Chairman by Juerg Hunziker, subject to his re-election as a Board Director by shareholders.

New CEO at Prospera Invest

He began his career with early internship positions at UBS in Frankfurt and J.P. Morgan in Paris, before moving into M&A at Credit Suisse in Hamburg.

BlueOrchard appoints Lucas van Berkestijn as Global Head of Business Development

Reporting to BlueOrchard’s CEO Michael Wehrle, Lucas will play a central role in accelerating BlueOrchard’s global growth

Utmost appoints Tim Goodall as Head of Technical Sales – Singapore

Plans to strengthen the financial advisory channel proposition

KKR bolsters wealth ranks with strategic accounts head

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

UBS AM names official AU leadership successor

UBS Asset Management has appointed a country head of Australia and New Zealand and head of institutional client coverage Australia to replace Alison Telfer who left the firm to join Schroders in November.

Francesco Grosoli to lead Mediobanca's private banking in bank revamp, source says

Before joining Mediobanca in 2019, Grosoli held a series of senior roles, including head of HSBC Private Banking until 2007 and CEO of Barclays Private Bank for EMEA and Monaco.

Banker joins Sturdza-backed wealth firm as CEO

Christophe Lecoeur has joined the wealth manager Coges Corraterie Gestion from Banque CIC Suisse.

Investment foundation appoints new president from Schroders

At IST, a new chairman of the board of trustees is taking over the chairmanship of the three investment foundations. The experienced asset manager was previously head of Schroders Switzerland.

KKR bolsters wealth ranks with L&G hire

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

Barclays Appoints Chetan Vohra as Global Head of Securitized Products

In his new role, Mr. Vohra will lead the next phase of growth across Barclays’ Securitized Products platform, strengthening cross‑asset connectivity and driving deeper engagement across origination, financing and trading.

Jason Lalor appointed to lead the Barclaycard Payments acceptance business

He joins Barclays at a pivotal moment as the organisation accelerates its next phase of development.

Executive Moves