Managers of Wealth

Evelyn Partners appoints new Head of Financial Planning Advice

Philip Lewis joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability.

New appointments at UBS

At UBS, Ms Bee will focus on working with high and ultra-high net worth clients.

Fisch Asset Management appoints Hartmut Leser to its Board of Directors

Currently, Hartmut Leser serves on various supervisory boards and is a partner at Brain Capital

Citi Nets Ex-UBS Executive for Markets Unit in Hong Kong

Previously, she held several senior markets and investment banking roles at Deutsche Bank, Standard Chartered, Investor AB and Bank of America Merrill Lynch.

DBS appoints Loic Voide as head of Private Banking for Middle East & Africa

He will be based at DBS' branch in the Dubai International Financial Centre

Sales director exits Ninety One

Spent two decades with the firm

Former UBS chair joins star-studded AI advisory board

Axel Weber is the latest addition to the Model ML advisory board, joining fellow new recruits Jeff McDermott and Philipp Rickenbacher.

New Client Advisors join UBS Global Wealth Management in Jersey

At UBS, Tina will focus on working with high and ultra-high net worth clients.

Vistra Appoints Karen Bennett as Chief Delivery Officer

Karen joined Vistra in 2024 after the merger with Tricor to lead operational excellence.

Saffery Trust appoints Associate Director of Compliance in Guernsey

Shekouba holds a bachelor’s degree in law and a Master of Laws degree from the University of Sussex.

DFM Firm Sparrows Capital Promotes Phillip Young to Deputy CIO

The promotion comes a few months after the DFM firm hired James Denton, Paul Fox and Michelle Liseli as Business Development Managers.

Barclays appoints Joseph Lee as Head of High Touch Sales Trading, Asia Pacific

Appointment reinforces Barclays’ commitment to scaling its APAC Equities franchise and delivering high-touch execution to clients across the region

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

Before joining the Group, she served as a Director in the investment banking division of the Johannesburg-headquartered banking group, Absa.

EFG Private Bank's market group head relocates to London

The former Singapore-based market group head will lead the bank's international desk in London.

Safra welcomes former Insigneo trader to Aventura team

Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.

UBS Hires Aussie Private Banker in Singapore

Based in Singapore, he reports to Dominique Boer, head UBS WM private wealth and Australia international.

PostFinance concludes consultation process and expects fewer terminations

PostFinance's Executive Board confirms the measures planned until the end of November 2025 and now expects a reduction of up to 130 positions.

EY appoints Swiss wealth and asset management leader

The consulting and audit group hands new roles to Urs Palmieri and Ingo Rauser.

Wellershoff & Partners recruits AI strategy chief

Diana Engetschwiler joins the firm to take on this new role.

NatWest hires JPM Private Bank CFO for wealth arm

Betsy Munro joins the group on 1 October after 30 years with JP Morgan.

Executive Moves