Managers of Wealth

Bergos Strengthens Executive Team And Hires A Chief Private Banking

He will co-lead the Zurich-based bank as the third member of the Executive Board

New Head of Private Banking for Investec in the Channel Islands

She is based in Guernsey and leads the business across the Crown Dependencies.

Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team

Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team

Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli

The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors

Ex-Julius Baer executive resurfaces on major asset manager’s board

Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.

Columbia Threadneedle UK distribution co-head joins Rathbones

As part of a trio of hires to the Rathbones distribution team

Premier Miton rethinks manager line-up on trio of funds

Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.

Rathbones AM poaches from Vanguard in hiring spree

The appointments come as the firm attempts to strengthen its advisory offerings.

Peakhouse name new CEO amid office expansion

Berry Wong is appointed group CEO of the Hong Kong multi-family office.

40 Under 40 fund buyer promoted to lead wealth services

Italy-based selector has made the jump from head of financial insurance, consulting and portfolio monitoring.

Financial Services Expert Julien Wallen Joins FTI Consulting as Senior Managing Director

He will lead strategic client engagements, drive financial transformation initiatives and support the growth of the firm’s financial services capabilities.

Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker

Brian seeks to understand each client’s unique needs and aspirations

Northern Trust Asset Management Appoints Global Co-Chief Investment Officers

Michael Hunstad and Christian Roth bring combined six decades of investment expertise

Bank of Singapore names new product development head

The Singaporean private bank has appointed a new product development head within its investment solutions group.

Raffles Family Office Adds Duo to Board, Front Office

Raffles Family Office has appointed Terence Seow as managing director, board advisor

Urs Fehr becomes Head of Communications and Investor Relations

Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.

Deutsche Bank Hires 13-Year Citi Veteran Baker in US Wealth Push

Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.

Private markets platform adds Santander AM chair to board

Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.

Executive Moves