Managers of Wealth

Investec expands execution services with senior hires in fixed income, ETFs

The appointments mark an important step in expanding Investec’s high-tech, high-touch execution model.

$9B Chilton Trust Hires CEO From PNC Private Bank

Chilton Trust seeks to stabilize the head role by hiring wealth industry veteran Jennifer Lee after its former CEO stepped down over a year ago.

Brooke Dyer named J.P. Morgan Private Bank vice president

She has also served with U.S. Bancorp Investments and Wells Fargo Advisors.

CaixaBank AM’s Board of Directors appoints Juan Gandarias as Chairman and Belén Martín as Vice Chairwoman

Gandarias is also currently chairman of CaixaBank Wealth Management Luxembourg.

Arjan Huisman to step down as a member of the Management Board of Van Lanschot Kempen in May 2026

He also serves as Chairman of the Supervisory Board of Van Lanschot Kempen Switzerland.

Ocorian appoints Nana Aboagye as Client Director in Guernsey

Her expertise also includes supporting clients with economic substance and Pillar Two requirements, as well as reviewing and optimising corporate structures.

UBS Adds Annick Iwanowski as Managing Director in Coral Gables

UBS Incorporates Annick Iwanowski Into Its Coral Gables International Branch as Managing Director

Growth journey: Syz Bank makes trio of key hires

With more than a decade of experience advising clients, James Morton joins the bank’s Zurich-based team as UK lead, Senior Banker.

Citigroup taps Goldman, BNY veterans for senior wealth leadership roles, memo says

She previously spent 15 years at BNY, where she most recently served as head of global family office, retail and international wealth.

Ortec Finance Powers Growth Ambition With Senior Hire

His appointment marks a major milestone in Ortec Finance’s commitment to bring its proven technology to UK advice professionals, helping them deliver more engaging, personalised and scalable financial planning.

Butterfield Mortgages strengthens team with two new appointments

Kiefer Rendall has joined as the lender’s new Client Relationship Officer, while Ruby Bastick is a new Front of House Intern.

Mercer chases DWS insurance experts

He previously held a management position at DWS in Zurich.

Ex-Macquarie Executive Joins Sun Hung Kai Capital Partners

In the role, she reports to SHKCP CEO Kelvin Cheung.

Preasley Simkins Joins Hancock Whitney Wealth Management

Simkins has nearly 20 years of experience working with high net worth families and their advisors providing trust and estate administration, family governance, and wealth management services.

Credit Suisse veteran joins multi-family office Alder as vice chair

The banking veteran has joined the Korean multi-family office to help its push into private wealth.

John Goddard takes over as CEO at Quilter Cheviot

Goddard brings extensive experience and a strong track record in driving strategic growth initiatives across multiple businesses and jurisdictions.

GKB reshuffles multi-asset fund managers

Nerino Nobs hands two funds over to Andri Hunger in order to focus on the convertible bond fund.

Weatherbys hires new Chief Product Officer and experienced Citi banker

Weatherbys Private Bank has further strengthened its team with the hire of a new Director of Product & Services and an experienced banker.

Ex-Aquila CEO to Lead Swiss Association of Wealth Managers

The former CEO of Aquila, will become the new head of the Swiss Association of Wealth Managers in 2026.

JP Morgan hires LGT managing director in Geneva

Jean-François Bunlon, who worked for HSBC and UBS, steps into the new role after three decades in the industry.

Executive Moves