Managers of Wealth

Partners Group Appoints Expert for U.S. Insurance Market

The appointment aims to strengthen the Client Solutions business

Jupiter Fund Management Chair David Cruickshank to retire

Cruickshank will not stand for re-election at Jupiter's annual general meeting next year.

Top HSBC private banker to exit after restructure

Caroline Kitidis set to depart as the UK lender scraps her role

Aberdeen’s Alastair Black announces retirement after 35 years in financial services

Black has spent 22 of those years with Aberdeen in a variety of roles, joining as business development manager in October 2002.

Julius Baer reshuffles Singapore and Dubai NRI teams

The global restructure last month that saw the removal of the team head layer, also impacted the Swiss pure-play's non-resident Indian (NRI) team, and involved a relocation.

Farrer & Co announces partner and senior counsel promotions

These appointments bring the firm’s total number of partners to 102, reflecting its continued growth and commitment to investing in its people and client service.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Vontobel Hires Top UBP Executive

Tristan Buffet, the global head of CIO office at Union Bancaire Privée (UBP), has left the private bank.

Evelyn Partners appoints an independent Non-Executive Director

Sean is an experienced senior executive in the financial services industry, whose career has spanned chief executive positions, senior strategy roles, product development, sales and marketing

7IM appoints Chief Integration Officer to accelerate strategic growth

Allen will also be responsible for exploring new and innovative solutions that can be integrated into 7IM’s proposition and capabilities to drive better outcomes and experiences to clients.

EMD stalwart exits GAM amid switch to delegated manager

Michael Biggs has left the Swiss group, Citywire Selector understands.

Billionaire Lukas Walton names new CIO for his family office

Walton has named Noelle Laing as the new chief investment officer for his family office.

Italian AM announces Switzerland sales head

Alain Barthel has been announced as Eurizon's new head of sales.

Merrill Lynch Nabs UBS Broker With $1 Billion in NYC

Peter N. Borowsky, who has 37 years of experience, joined Merrill at its Rockefeller Center office in midtown Manhattan

Standard Chartered appoints Noelle Eder as Group Head, Technology and Operations

Noelle will be reporting to Group Chief Executive, Bill Winters, and will be based in Singapore.

Banque Cramer investment chief exits for new opportunity

Philippe Gougenheim, who previously worked as deputy CIO at Lombard Odier, is taking up a role at an unspecified firm.

DTCC names Talia Klein its Head of Wealth Management Services

She will report to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

Citi Markets hires former Goldman Sachs banker Christopher Chan

Chan is set to begin his role in July this year and will be based in Singapore.

HSBC Asset Management appoints Europe CEO

Thorsten Michalik, head of sales for Europe, has been promoted to the newly created role.

Bergos Managing Director Leaves Bank to Become Train Driver

Basler, who had been with the bank since 2021, left in April to begin training for his new career in Altstetten.

Executive Moves