Managers of Wealth

Julius Baer Group announces change of Chair of the Board of Directors

His proposed successor will be nominated in March 2025 with the invitation to the Annual General Meeting.

CEE Group drives growth with Franjo Salic as new CIO

In his new position, Franjo Salic is responsible for the areas of investment and asset management.

ZKB hires thematic fund manager duo

Clément Maclou and Luca Menozzi are the newest recruits at Zürcher Kantonalbank.

Standard Chartered hires SE Asia private markets head

The new recruit will be tasked with leading the private bank's private markets strategy for clients in the region.

Carlyle Appoints Brad McCarthy as Head of Global Wealth for Asia Pacific

Mr. McCarthy will also oversee the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Oddo BHF wants to become even more involved in the M&A business

Oddo BHF has appointed a new Global Head M&A.

Concentric welcomes three experienced investment professionals to Wealth Team

This is a significant step forward for our Wealth team

Investec strengthens Financial Intermediaries team across the Crown Dependencies

My focus is to build on the strong foundations established over the last 15 years

Barclays appoints Yoichi Takemura as Head of Japan Macro Trading

Mr. Takemura to strengthen Macro trading offerings for clients in Japan and globally

Global asset manager recruits ex-CSAM sales director

Fairouz Bouhmida is appointed the new director of business development at Abrdn Investments Switzerland.

Compound Planning Continues Firmwide Growth After Adding 30 Advisors in 2024

With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities

Schroders Capital names Minal Patel as Global Head of Infrastructure

In this newly-created role, Minal will lead Schroders Capital’s global infrastructure business and, alongside the wider senior team, set the global strategy.

Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors

Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.

Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Previously, he held a similar role as an executive at First Republic Private Wealth Management.

Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor

Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.

Pictet Wealth Management appoints Giuseppe Patara as Head of Multi-Asset Europe

Before joining Pictet in 2022, Patara built a solid career during 16 years at Credit Suisse.

US wealthtech Envestnet hires new CEO

Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group

abrdn: New Business Development Director Joins From CS

In her new role, Bouhmida will concentrate on the large client segment.

Walkers welcomes senior counsel to Jersey office

She specialises in non-contentious trust, foundation and family office matters for high-net-worth and ultra-high-net-worth clients.

New Head of Private Banking for Investec in the Channel Islands

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

Executive Moves