Managers of Wealth

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.

Swiss private bank hires from LGT for Asia investment head

The Hong Kong-based private banking veteran has been reunited with a senior former colleague after making the switch.

RBC WM's North Asia and Southeast Asia execs exit

One market head and one team head have left their Singapore-based roles.

Citigroup appoints Chris Biotti to lead private bank in North America

Biotti will join Citi in late May from Bank of America opens new tab, where he most recently served as an executive for its Northeast division

Lugano venture capital firm announces new board member

Marco Nannini has been announced as Privilège Ventures’ latest board member.

Atlas Wealth Group hires Patrick Canion as head of advice for Switzerland

He will focus on Australians residing in or relocating to Switzerland

Family office CIO joins Heritvest

Just this week, Qantas Super's deputy investment officer Chris Grogan moved to the Cambooya family office in the same role.

Stewart to lead new 'midway' family office from Robertson Stephens

Target clients are seeking something different from traditional offerings.

ZEDRA appoints David Mungall to drive growth in Cayman Islands Funds, Corporate and Private Client Business

He has a passion for strategy, solutions, innovation and FinTech, having previously led operational strategy analysis and implementation for a large, global fund and fiduciary solutions provider.

Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly

Oliver will join the Group Executive Committee and report to Richard Oldfield, Group Chief Executive.

Lakefield Partners appoints new senior RM

Lakefield Partners further expands its team and Brazilian presence with new senior relationship manager Carolina Gomes Ferreira.

Former Credit Suisse Top Manager Joins Swiss Private Bank

Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025

Schwyz-Based Wealth Manager Secures Another Team

The independent asset manager, Alpen Partners, has recruited a new private clients services team.

7IM appoints north-west business development manager

In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.

Jatin Patel joins Barclays UK Executive team

This appointment reinforces Barclays’ commitment to deliver on the bank’s strategy and financial commitments as part of its three year plan.

Executive Moves