Managers of Wealth

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.

Guernsey Finance appoints new Chairman

He has been instrumental in the development of Guernsey’s highly successful insurance industry which spans captive solutions, Insurance Linked Securities and the reinsurance sector.

Citi announces Carmen Haddad will join Citi Wealth in a senior capacity

Serving as Vice Chair, Citi Private Bank

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

National Portrait Gallery makes trustee appointment

Before joining Pictet, he founded several finance, technology, and renewable energy businesses.

NatWest hires wealth MD from HSBC Private Bank

Jan-Marc Fergg will oversee NatWest’s investment management proposition, including within Coutts.

Hedge fund appoints seasoned private bank executive as chair

Vigama Capital has made two new board appointments.

Blue Earth Capital AG appoints Philipp Müller as Chief Executive Officer

Prior to BlueOrchard, Mr. Müller was Senior Vice President of Investment Solutions at Partners Group, where he oversaw investment strategies and tailored solutions for institutional clients.

Business network organization appoints new managing director

The current managing director, Catrin Wetzel, is stepping down after ten years of service to the "most important association of leading decision-makers in the Swiss economy."

Former Value Partners CEO resurfaces at Axial Partners

The industry veteran has joined the asset management arm of Hong Kong-based Prive, which is known for its EAM technology and services.

UBP impact investing co-head exits for M&G

Charlie Anniss launched UBP’s Biodiversity Restoration strategy and co-managed its Positive Impact Global fund.

Executive Moves