Managers of Wealth

US Bank appoints new president of Affluent Wealth Management

In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.

Raymond James makes two senior hires within wealth management division

The appointments of Chris Cahill and Ben Camp-Bell bring new senior leadership and additional strategic vision as Raymond James further strengthens its wealth management capabilities in the UK.

James Roberts to head wealth manager Blevins Franks in its fiftieth year

Roberts becomes only the third leader of the business as it celebrates its fiftieth anniversary

Citi strengthens Swiss financial institutions team

Employee of 13 years Denisa Dumitrescu has joined the financial institutions group (FIG) within Citi’s Corporate Bank in Switzerland.

UBS Taps Singapore Veteran to Lead Middle East Wealth Push

He will report to Niels Zilkens, Head Wealth Management Middle East

Withers appoints a new CEO Ceri Vokes

Ceri will continue to practice as a tax lawyer in addition to her role as CEO.

Crédit Agricole CIB Appoints Natacha Gallou to Head the Americas

The position is effective October 1, 2025.

Fisch Asset Management appoints Head of Sales

He will lead the sales team represented in Zurich and Frankfurt

Bianca End becomes new Country General Manager of Nexi Switzerland

Bianca End brings over 20 years of international experience in the technology and digital industries.

Jonathan Ruffer announces retirement

Ruffer will continue to provide 17% of its profits annually to support Jonathan’s charitable causes.

Désirée von Michaelis becomes new member of the Executive Board of Luzerner Kantonalbank

Désirée von Michaelis has many years of experience in the financial industry and proven expertise in Swiss wealth management.

BNP Paribas WM taps UBS for Taiwan role

Che-Kun Hsu will lead BNP Paribas Wealth Management in Taiwan.

Change in the management of Schaffhausen Cantonal Bank

He succeeds Ruedi Lenz, who will retire at the beginning of 2026.

HSBC appoints Head of Wealth and Premier Solutions for Channel Islands and Isle of Man

Based in the Jersey office, Kimberly has more than 20 years of leadership experience across foreign exchange, transactional banking, investment banking trading and in providing private banking solutions for global clients.

Former BOS Private Banking Co-Head Joins EFG in Singapore

Based in Singapore, he reports directly to Albert Chiu, executive chairman, Asia Pacific and functionally to Tho Gea Hong, CEO, Singapore branch.

M&G appoints compliance head

Based in London, he will report to Shawn Gamble, chief risk and compliance officer at M&G.

Christoph Reich appointed new CEO of LLB Group

He succeeds Gabriel Brenna, who left the company in mid-June 2025.

Franklin's head of private bank and family offices exits

The sales head, who joined last May, was tasked to grow Franklin Templeton's private banking and family office network across Asia.

Bravura Solutions Appoints New Chief Executive

Financial software firm names Colin Greenhill as CEO, shares dip slightly

Ascot Lloyd hires Schroders’ Waterhouse as new chief client officer

He will succeed Gary Stirrup, who steps down from his position as chief commercial officer in October.

Executive Moves