Managers of Wealth

Proposals of the Board of Directors of BEKB to the General Meeting of 13 May 2025

The Board of Directors is proposing Petra Kalt as a replacement to the General Meeting.

Vontobel announces changes to its Board of Directors

He served as CEO of Vontobel from 2011 to 2023, having previously been a member of the Executive Committee in various leadership roles across the organization.

Oak appoints new Private Client Managing Director in Guernsey

In her new role at Oak, Julie will lead Guernsey’s private client team.

Citi’s UK Private Bank Head Knowland to Depart After 20 Years

Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.

StanChart to Open Hong Kong’s Sixth Wealth Center

The goal is to attract $200 billion of net new money and deliver double-digit compound annual growth rate for income from its wealth solutions over the next five years.

Lazard Appoints Peter Harrison To Its Board Of Directors

This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.

New Swiss boss for Lazard

Prior to that, he worked at Deutsche Bank in Hong Kong and Philippe Investment Management in Paris.

Nomura Announces Nomination of Members for Board of Directors

Nomura Holdings will make a separate disclosure once Outside Director Nominees are resolved

Rathbones Asset Management makes triple hire with first Asia ex-Japan and GEM fund managers

The fund managers will be based in London and report to Tom Carroll, Chief Executive of RAM.

Renata Jungo Brüngger and Lila Tretikov to be nominated to the Board of Directors at the forthcoming Annual General Meeting

Claudia Böckstiegel and Nathalie Rachou will not stand for re-election after four, respectively five years of Board membership

Kaiser Partner names private banking head in exec reshuffle

Kaiser Partner Privatbank also adds Mario Bernardini and Claudio Fuchs to its executive board.

Christophe Crétot is appointed Head of International Trade & Transaction Banking for Asia-Pacific

Christophe reports to Jean-François Deroche, Senior Regional Officer for Asia-Pacific, and Yves-Marie Gayet, Global Head of International Trade & Transaction Banking, at Crédit Agricole CIB.

Banco Santander Taps Three CaixaBank Bankers for Wealth Unit

Santander has been reorganizing its private banking business

Praxis strengthens Jersey leadership team with key appointments

An associate member of ICSA, Helen also holds an Institute of Directors Diploma in Company Direction.

Endowus Announces Investment Leadership Team

She has over 18 years of experience in institutional sales, including 16 years in various roles at Nomura and Lehman Brothers.

Macquarie Asset Management makes further strategic senior hire to support growth of its wealth business in Asia

The newly created role reflects the growing interest of Asian wealth management clients in Macquarie Asset Management’s infrastructure and energy transition strategies.

Julius Baer Board of Directors proposes Noel Quinn as Chairman for election at upcoming AGM in April 2025

He will succeed Romeo Lacher, who, as announced on 27 January 2025, has decided not to seek re-election.

Abdourahmane Cissé joins Lazard as Senior Advisor in its Sovereign Advisory practice

His hire is a testament to our ever-growing commitment to emerging countries, particularly in Africa.

Angelo Accardi becomes new CEO of Forvis Mazars in Switzerland

The Forvis Mazars partnership in Switzerland has elected Angelo Accardi as the new CEO of Forvis Mazars in Switzerland.

Tyndall hires equity research head from Jupiter

James Bowmaker will also support Tyndall’s UK income fund as deputy fund manager.

Executive Moves