Managers of Wealth

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.

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

J.P. Morgan PB Adds Managing Director in Hong Kong

Based in Hong Kong, he will serve the needs of family offices and non-profit organizations in the region.

Zurich alts boutique names new CEO and CIO

Petiole AM has announced that current COO, David Edman, will be the chief executive while newcomer Wassim Jomaa will be the CIO.

BCV’s Broye regional private banking head to retire

Hubert Joye plans an early retirement, following nearly seven years in the role.

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

BNY Wealth names new Middle East market president

The firm is looking to expand its wealth channel in the region with the appointment of a new market president.

Executive Moves