Managers of Wealth

LGT Wealth Management welcomes new Partners amid continued growth

This announcement demonstrates the significant contributions of both LGT Wealth Management’s long-standing colleagues as well as eight senior Investment Managers who joined the firm through the 2023 abrdn acquisition.

Wealth Management hires Ortolani as senior reporter

He is focused on deals, moves and trends in the registered investment advisor space.

City National Bank Shuffles Leadership: JaHan Wang, Abel Montañez Take Over Entertainment and Private Wealth Management as CEO Kelly Coffey Exits

Both Wang and Montañez are part of City National’s senior management team.

The Board of Directors has a new President: Attorney Michela Ferrari-Testa

The appointment is subject to the approval of the Swiss Financial Market Supervisory Authority (FINMA).

PKB domestic banking head retires as bank streamlines exec board

Newly retired Lorenzo Tavola and HR head Monica Malnati have come off the executive board as part of the bank’s ‘lean and responsive’ organisational strategy.

Close Brothers Broker Solutions appoints new Head of Operations

Rachel is well known and respected in the sector, having spent the last two decades leading back-office Operations teams for Allica Bank, Santander and Lombard.

Franklin Resources Inc (BEN) Expands Wealth Management Team with Key Appointment

Fiduciary Trust International Welcomes Jason Thomas as Wealth Director in Atlanta

Tyndall Investment Management recruits investment director

Lucie Meagher joins after 18 years with Ruffer

Fiduciary Trust International Welcomes New Wealth Director in Atlanta

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team

Ex-Piguet employee joins Prime Partners amid wave of promotions

Giorgio Degola has joined Prime Partners as a junior relationship manager alongside three internal promotions.

Mirabaud appoints wealth management chief of staff

Elodie Lesueur is promoted internally to become Mirabaud's new chief of staff in wealth management.

UBP names fund advisory and wealth estate planning heads in reshuffle

The Geneva-based private banking group makes wave of senior promotions.

J.P. Morgan Private Bank Expands Morgan Private Advisory with Strategic New Hires

This strategic growth includes the addition of key hires, each bringing extensive experience that further enhances how the Private Bank guides clients through complex financial landscapes.

Roger Bacon Departs Citi After Nearly 15 Years

During his tenure, he led initiatives spanning alternative investments, asset allocation, and managed portfolios, reinforcing Citi’s position as a leading wealth manager in Asia.

Deutsche Bank Announces Leadership Transition for North Asia Private Bank

After more than 17 years of dedicated service, Kanas Chan, Head of North Asia, has decided to leave Deutsche Bank.

Former WMA chief May joins Investec Wealth board

He will now become a non-executive director at Investec Wealth & Investment and sit on the firm's audit and remuneration committee.

LSEG global head of investment management and execution solutions joins Broadridge

Individual has previously served at: Redi, TradingScreen, HSBC Global Banking and Markets, BNP Paribas, Deutsche Bank, and the London Stock Exchange Group (LSEG).

Julius Baer plans job cuts under new CEO, source says

The wealth manager, which in November flagged that it might have to take additional cost-saving measures in the near future, is due to announce its 2024 full-year results next week.

Temenos appoints Sairam Rangachari as Chief Product Officer

Sairam brings extensive knowledge of banking and financial services technology, deep expertise in the U.S. market, and a proven track-record of developing impactful banking solutions

Former Jupiter emerging market debt trio to join Pictet

Outperforming portfolio managers who stepped down at the end of 2024 will assume new posts with the Geneva-based group.

Executive Moves