Managers of Wealth

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

Digital wealth platform Vennre names Ahmed El-Sharkasy as new CPO

Vennre plans to expand into Saudi Arabia and will soon announce new C-suite and advisory board appointments.

J.P. Morgan Asset Management Hires Geng Ngarmboonanant to Multi-Asset Solutions Business

Seasoned economic policy expert to meet increased demand for macroeconomic and market-driven policy insights

Prive Technologies names Hodes as CEO

The firm recently appointed former Value Partners CEO June Wong to head its new asset management arm.

EFG announces strategic leadership appointment in Dubai

She will work closely with the senior management team of EFG International to support the Group’s overall strategic objectives and positioning.

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

UBS Global Family Advisory Co-Head Steps Down

Ang worked at Credit Suisse for more than 15 years, last as its global head of family office services.

Swiss Re appoints Bernhard Kaufmann Group CRO as Patrick Raaflaub retires

He will join Swiss Re on 1 October from Helvetia

Evelyn Partners appoints Alex Gersh as new Chief Financial Officer

Alex will join Evelyn Partners at the end of April and will work closely with Scott Kirk, Interim CFO, to ensure an orderly handover.

Julius Baer Structured Products Head Departs After 18 Years

Shanil Stephan Bentotage, who led the Swiss private bank’s structured products division for the past five years, has commenced garden leave and is preparing for his next move.

LGT Switzerland names new Geneva head

Bertrand Merkli, who succeeds Pascal Bourqui, is head of Swiss markets at LGT Bank Switzerland and will retain this role.

Basel-based Top 50 IAM hires part-time senior PM

Charisma Stiftung analyst, Andreas Borer, has joined Tareno as a senior portfolio manager to further develop its stock selection process.

Capital Union Bank Welcomes New Chief Executive Officer Michael Paton, as Patrick Zbinden Takes Group Leadership Roles

Capital Union Bank announces the appointment of Michael Paton as Chief Executive Officer effective May 1st, 2025.

Mercer promotes wealth management lead

Additionally, he worked at AMP, serving as national business development manager for Hillross Financial Services and tasked with acquiring practices and financial advisers.

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program

Pictet Wealth Management signs MD from Rothschilds

Annick Crisford joins Pictet wealth management as managing director

Raymond James loses UK wealth boss Paul Abberley

Kim Jenson has been brought in from Raymond James’ US private client business as interim chief executive until a permanent CEO is recruited.

NatWest Group appoints new Managing Director to lead Investment Products & Solutions for its Wealth Businesses

He will join the bank on 1 September with over 30 years of experience in the private banking and wealth management industry, having held senior positions at both HSBC and UBS.

Executive Moves