Managers of Wealth

Kaiser Partner names private banking head in exec reshuffle

Kaiser Partner Privatbank also adds Mario Bernardini and Claudio Fuchs to its executive board.

Christophe Crétot is appointed Head of International Trade & Transaction Banking for Asia-Pacific

Christophe reports to Jean-François Deroche, Senior Regional Officer for Asia-Pacific, and Yves-Marie Gayet, Global Head of International Trade & Transaction Banking, at Crédit Agricole CIB.

Banco Santander Taps Three CaixaBank Bankers for Wealth Unit

Santander has been reorganizing its private banking business

Praxis strengthens Jersey leadership team with key appointments

An associate member of ICSA, Helen also holds an Institute of Directors Diploma in Company Direction.

Endowus Announces Investment Leadership Team

She has over 18 years of experience in institutional sales, including 16 years in various roles at Nomura and Lehman Brothers.

Macquarie Asset Management makes further strategic senior hire to support growth of its wealth business in Asia

The newly created role reflects the growing interest of Asian wealth management clients in Macquarie Asset Management’s infrastructure and energy transition strategies.

Julius Baer Board of Directors proposes Noel Quinn as Chairman for election at upcoming AGM in April 2025

He will succeed Romeo Lacher, who, as announced on 27 January 2025, has decided not to seek re-election.

Abdourahmane Cissé joins Lazard as Senior Advisor in its Sovereign Advisory practice

His hire is a testament to our ever-growing commitment to emerging countries, particularly in Africa.

Angelo Accardi becomes new CEO of Forvis Mazars in Switzerland

The Forvis Mazars partnership in Switzerland has elected Angelo Accardi as the new CEO of Forvis Mazars in Switzerland.

Tyndall hires equity research head from Jupiter

James Bowmaker will also support Tyndall’s UK income fund as deputy fund manager.

Nikko Asset Management appoints Stefanie Drews as CEO

Kuniyuki Shudo joins as representative director and executive chair.

Rothschild & Co hires Jonathan Kaye in North America as Global Co-Head of Business Services

Senior hire bolsters the firm’s Global Business Services team and strengthens its Global Advisory presence in North America.

Söderberg & Partners poaches SEB executives

All three have worked at SEB as client executives and have extensive experience of working with large bank customers

SEI Executive Vice President Sean Denham to Lead Global Operations

Expanded Role Further Enhances Strategic Alignment for Growth

Goldman Sachs picks Elizabeth Overbay as CFO of asset management business, memo says

She is also the CFO and chief operating officer of the platform solutions unit, which houses some of Goldman's consumer banking businesses.

Abrdn poaches CFO from Coutts & Co

She replaces Ian Jenkins, who has been in the CFO role on an interim basis since Jason Windsor was appointed Abrdn chief executive.

Nikko AM makes two senior leadership appointments

The appointments will continue to strengthen corporate governance as the firm carries out its global growth strategy

ZKB brings in SZKB boss for new private customer unit

The new head of the division comes from the Schwyzer Kantonalbank.

Vontobel announces changes in governance

All changes are effective on March 1, 2025, and have been approved by FINMA.

Former Credit Suisse Executive Philipp Wehle Joins Private Client Bank as Deputy CEO

He is set to take on a senior leadership role at a Swiss private bank chaired by a well-known figure in the sector.

Executive Moves