Managers of Wealth

Andrius Načajus will become the CEO of INVL Asset Management

Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office.

Lombard Odier's Magnenat to become LOIM UK CEO

The regional Asia head moves to London, as former Indosuez WM Asia boss Omar Shokur starts his new role at the Swiss private bank.

Bankwell Appoints Brian Merritt as Chief Technology Officer

He served as SVP, Head of Product at Cross River and was previously CEO of Seed, an online business bank.

Top 50 IAM appoints 10 partners in Switzerland

Probus Pleion has expanded its partnership to 17 people. The new partners come from five branches across Switzerland.

UBS launches two Nasdaq-focused ETFs

The Swiss firm’s latest ETFs come in both standard and ESG-enhanced variants to track Nasdaq-100 listed stocks.

Barclays appoints Kieran Whitty as a Co-Head of Healthcare for Europe, Middle East and Africa

This appointment reflects Barclays’ effort to continue its growth in the UK and Continental Europe

Daniela Diethelm Takes On New Role at Vontobel

She was simultaneously a member of Vontobel’s Wealth Management executive committee.

Evelyn Partners expands its debt advisory practice with experienced appointments

The new joiners follow the appointment of Fenton Burgin as partner in September 2024 to significantly expand the debt advisory team at Evelyn Partners.

HSBC confirms Kanas Chan as North Asia private bank head

Hong Kong-based Chan is taking over as head of global private banking for North Asia and Hong Kong.

Fairway appoints Jonathon Buesnel as Private Client Director

He has extensive technical expertise in dealing with complex structures and high net worth clients.

New group CEO for Rathbones as Stockton announces retirement

Stockton, who took on the role in 2019, will step back on 30 September.

Lombard Odier’s Asia Head to Relocate to the UK

He was also appointed to LOIM’s executive committee in January this year as head of LOIM Asia.

Ex-EFG AM bond fund manager joins VC firm as CEO

Roberto Matta joins new venture capital firm Evoleen Invest as its chief executive officer, with plans to launch an inaugural fund imminently.

Ocorian Promotes 22 in Jersey

The promotions highlight Ocorian’s ongoing growth

Ocorian appoints Global Head of Partnerships to help drive growth

She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.

Financial adviser joins RBC Wealth Management in Las Vegas

Wealth expert brings $300m in assets under management to the firm.

Equiom Group Appoints New Regional Head of Asia

Her expertise spans business transformation, change management, and corporate governance, with a strong focus on delivering tailored solutions to clients worldwide.

Swiss Life Asset Managers: New Head Real Estate

His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.

Former UBS Executive Joins Lombard Odier

Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.

New hire strengthens private wealth team at independent firm Praxis

His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.

Executive Moves