Managers of Wealth

Bank of America brings new head of IB Switzerland from UBS

He will take over the position on July 1

Citi wealth division's CIO Bailin to depart after 15 years

Bailin became the global head of investments in 2017 and took his current job in 2019.

Stonehage Fleming Appoints Investment Management Partner

She will be based in London and will report to Gerrit Smit, Head of Global Equity Management for SFIM.

M&G plc board changes

She has significant non-executive experience on a range of Boards and organisations within the private

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Martin Gilbert’s right-hand man leaves AssetCo

Peter McKellar is to retire as deputy chairman in another significant exit from the business.

Geneva private bank brings in CS fund manager for alternatives strategy

Both come from Credit Suisse (CS) and have many years of experience in fund management.

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

Radicant replaces portfolio management boss

The company has named a new team after three portfolio managers decided to leave.

JTC Names Sean Walsh as Guernsey Private Client Services Head

In his new role, Sean will lead JTC’s Guernsey-based team of private client experts

Evelyn Partners continues expansion of Birmingham professional services team with senior appointment

Rick joins the Birmingham office of Evelyn Partners at 103 Colmore Row in the heart of the city’s business district.

Appointment of Marc Noel as Chief Compliance Officer

He then joined the investment banking division of the French Banking Federation in 2005.

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

They will report to Market Director Thomas Conigatti.

Irwin Mitchell Asset Management Announces Three Senior Promotions

Promotions Follow New CEO Announcement

GAM hires new distribution team member in Australia

Her appointment will expand GAM’s local presence and deepen GAM’s relationships with institutions, advisers and family offices in Australia.

Sarasin & Partners names investment head in restructure

Subitha Subramaniam is appointed head of investment strategy, with Sam Jeffries replacing her as asset management head.

GoldenTree Asset Management Hires John Edenbach to Continue to Expand its Wealth Management Business

He will report to Claudio Macchetto, Managing Director and Head of North American Wealth Management, at GoldenTree.

MKC Wealth appoints new CFO

Cowland’s appointment to the board of MKC Wealth is subject to regulatory approval.

Schroders Capital bolsters private debt and credit alternatives business with two senior hires

These two appointments continue Schroders Capital’s strong momentum, having recently announced the hires of Ingo Heinen as Global Head of Business Development and Product and Allen Chilten as Global Head of Real Estate Capital Formation.

JPMorgan Private Bank Taps Goldman’s Kui as Head of China Market

She will succeed Grace Lin, who is retiring from the bank after eight years, and report to Harshika Patel, the regional chief executive of the Asia private bank.

Executive Moves