Managers of Wealth

Broadridge Announces CFO Transition

Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.

Alex Savvides to join Jupiter in October

While Ben Whitmore will stay on at the firm until at least the end of October

Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice

BlackRock Names Private Credit Leader in Singapore

BlackRock is seeking to further tap demand with a hire in Singapore for the asset class.

Fairstone appoints ex-Saltus exec as COO

His extensive career includes leadership positions as head of product at BNY Mellon and director of transaction services at Citi Group.

Macquarie Capital expands Software and Services coverage and advisory with senior appointments

Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales

Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

UBS Appoints Global Head of Execution Services

Prior to assuming the role on an ad-interim basis in March, he was the global head of equities at Credit Suisse.

EdR hires team from UBS for Vaud

The unit consists of relationship managers, a tax specialist and an investment expert.

Franklin Templeton creates alts team for EMEA wealth push

The appointments have been made to leverage a $255bn alts business unit.

Barclays Private Bank Singapore Appoints Ren Yi Sng as Senior Private Banker

Ren Yi Sng joins Barclays after a 19-year career at JP Morgan Investment Bank.

Bank of Singapore creates new Chief Portfolio Strategist role to drive asset allocation strategy

This newly created role will lead the charge in developing a systematic, robust and risk-based multi-asset allocation framework that will guide clients as they build long-term investment portfolios.

UBS Hires Financial Advisor Mariam Adams

She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.

Ajman Bank hires new wealth management head

The bank has hired from Banque Richelieu for its new wealth head.

Vontobel strengthens distribution team in Switzerland

Prior to that, he spent nearly 10 years at Legg Mason Global Asset Management, where he was Country Head Switzerland and Head of Northern Europe.

Top 50 IAM hires Thomas Wille as CIO exits for Swiss Re

Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.

Secondaries manager opens Swiss branch under ex-UBS wealth expert

Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.

Zurich sends the next manager for the CEO position at Orion

She has one thing in common with her predecessor: she also comes from Zurich Switzerland.

New Key Client Team at the BEKB location in Gstaad

With their extensive and long-standing experience, they will further develop BEKB's private banking offering.

Kurt Fuchs announces resignation at the end of May 2025

He had already announced this when he took over the CEO position from Hansruedi Köng in March.

Executive Moves