Managers of Wealth

LGT WM co-head of wealth planning exits

Graham Thomas has stepped away from the firm after seven years.

Swiss Fund Platform replaces retiring CEO

Lilian Klose retired at the end of June and Moritz Studer has been named as her successor.

Barclays announces updates to Group Executive Committee

Craig and Anne Marie have been working closely with Alistair since April in order to effect a smooth transition.

Robert Swaak to join Barclays UK Board as Non-Executive Director

As part of Board succession planning, Mr Swaak will, subject to regulatory approval, assume the role of Barclays Bank UK PLC Board Audit Committee Chair from March 2026.

Seven directorships signal strategic growth for Saffery Trust

Saffery Trust Group Managing Director, Nick Batiste, said the initiative had been worthwhile

Redington CEO steps down after Gallagher deal

Sylvia Pozezanac will be replaced after three years in the role by UK boss of Gallagher Benefit Services, David Piltz.

Nedbank Private Wealth Chief Executive joins PIMFA’s Board

Today he has overall responsibility for managing the company’s UK and international Wealth operations across all its office locations outside of South Africa.

Antonia Murga appointed Market Head Latin America

I am very excited to announce the appointment

Natixis Investment Managers finds another opportunity at Robeco

Ingold has extensive experience in the Swiss financial industry.

Bank Avera appoints new Head of Private Banking

Before that, he worked at a major bank.

Northern Trust Names New West Region President

Abel Montañez to drive growth and deepen client engagement across the Western U.S.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Lazard Welcomes Klaus H. Hessberger as Managing Director and Global Co-Head of Financial Sponsors Group

These appointments reflect Lazard’s expanding connectivity and partnership with alternative asset managers

Evelyn Partners hires Catherine Kirchmann as Partner in investment management team

Catherine is a highly experienced, senior wealth management professional

Ninety One announces appointment of David Knee as Head of Multi-Asset

Knee’s appointment to add meaningful strengthening to Ninety One’s investment platform.

Liberty Rock Property names new managing director

He previously held senior roles at Beauchamp Estates and has advised UHNW clients and developers including the Reuben Brothers, Berkeley Homes and Amazon Property Group.

Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

BNP Paribas announces leadership transition for Securities Services

Since its creation 30 years ago, the Securities Services business has become a core strategic pillar of the Group

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

The firm started leaning into the RIA side of its business in 2023 and has a goal of hitting $1 billion this year

Former Credit Suisse top-performer merges with EAM in Singapore

He retired last fall after a stint at UBS.

Executive Moves