Managers of Wealth

Barclays appoints Joseph Lee as Head of High Touch Sales Trading, Asia Pacific

Appointment reinforces Barclays’ commitment to scaling its APAC Equities franchise and delivering high-touch execution to clients across the region

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

Before joining the Group, she served as a Director in the investment banking division of the Johannesburg-headquartered banking group, Absa.

EFG Private Bank's market group head relocates to London

The former Singapore-based market group head will lead the bank's international desk in London.

Safra welcomes former Insigneo trader to Aventura team

Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.

UBS Hires Aussie Private Banker in Singapore

Based in Singapore, he reports to Dominique Boer, head UBS WM private wealth and Australia international.

PostFinance concludes consultation process and expects fewer terminations

PostFinance's Executive Board confirms the measures planned until the end of November 2025 and now expects a reduction of up to 130 positions.

EY appoints Swiss wealth and asset management leader

The consulting and audit group hands new roles to Urs Palmieri and Ingo Rauser.

Wellershoff & Partners recruits AI strategy chief

Diana Engetschwiler joins the firm to take on this new role.

NatWest hires JPM Private Bank CFO for wealth arm

Betsy Munro joins the group on 1 October after 30 years with JP Morgan.

Rishi Sunak joins Goldman Sachs as senior adviser

Sunak will work with Goldman executives to advise clients on geopolitical and economic issues.

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

Eastspring Investments announces appointment of Head of Global Financial Institutions & Intermediaries

This newly created role will focus on Eastspring’s coverage of global banks and intermediaries across the firm’s distribution network

UBS Wealth adds Nedbank private banker to London HQ

Alex Clayton joins as client advisor in the London high-net-worth team.

Change to the Executive Board of SIX

Christoph Müller will become Head Banking Services and Member of the Executive Board of SIX on October 1, 2025.

Utmost Wealth Solutions announces leadership appointments in Asia

The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

William Blair Names Global Head of Investment Management

He succeeds Stephanie Braming, who announced her plans for retirement earlier this year.

Merrill Lynch Streamlines Regional Leadership at Private Wealth Unit

Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively

Executive Moves