Managers of Wealth

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.

TrinityBridge appoints Andrew Knight as Client Relationship Director for Scotland

In this new role, Andrew will be responsible for managing and growing relationships with high-net-worth clients.

Perpetual Wealth Management adds five senior advisers

Perpetual Wealth Management chief executive Mark Smith said the new hires would support the firm's multi-disciplinary wealth management services for high-net-worth clients.

Rothschild & Co adds client adviser to its Wealth Management team in Spain

In this role, he led client-focused teams and managed operations, developing his considerable wealth management expertise.

AmBank Group’s Integrated Wealth Management Welcomes New Managing Director, Chief Executive Officer and Principal Officer

In her new role, she focuses on developing the wealth management business, comprising the fund management division, private banking, and retail wealth, to offer holistic wealth management solutions for our growing clientele.

Andrew Lee departs CIMB Private Banking

Lee is retiring after 13 years at the Malaysian bank.

Executive Moves