Managers of Wealth

Barclays portfolio manager joins BRI Wealth after 27 years

Chris Clement joins the firm as a senior portfolio manager.

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

Surprising CEO Shake-Up at Aquila

Vivien Jain, the current CEO, will step down at the end of April 2025 and leave Aquila in September 2025

Vontobel Appoints Two New Chiefs For Its Institutional Clients

The new duo is based in Zurich and reports to Christoph von Reiche, Vontobel’s head of institutional clients.

Edmond de Rothschild Appoints Eric de Tessières as Chief Sustainability Officer

He initially joined BNP Paribas Investment Partners in finance and business development positions for emerging countries after starting his career at Ernst & Young.

Lucien Berlinger becomes CEO of Urner Kantonalbank

He will assume office effective October 1, 2025, succeeding Christoph Bugnon.

HSBC Asset Management's UK CEO Stuart White leaving company

We will conduct a search for his replacement," a spokesperson said, adding that he was leaving to pursue other opportunities outside the group.

Sheryl Needham joins Titanbay as Global Head of Distribution

Most recently, she worked with AllianceBernstein, helping shape their family office distribution strategy across EMEA and driving key private markets initiatives.

Aviva Investors makes senior hires to UK wealth team

These included group relationship manager and head of wealth and premier in its wealth and private banking business.

Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth

Will be joined by a team including Jessica Miller

Eric de Tessières appointed Chief Sustainability Officer of Edmond de Rothschild

Edmond de Rothschild strengthens sustainable development team and reaffirms long-standing commitment to sustainable investment

Bordier & Cie appoints Aloïs Sommer as Limited Partner

Grégoire Bordier, Evrard Bordier and Christian Skaanild remain the Managing Partners with unlimited personal liability.

Kathrin Wehrli becomes new Head of Corporate and Institutional Clients

Effective September 1, 2025, Kathrin Wehrli will succeed Marc Praxmarer and become a member of Valiant’s Executive Board.

Balfour Capital Welcomes Senior Wealth Manager

Prior to leading private banking, Ibrahim served as Senior Global Sales Trader (2006–2010) at BBAC Bank

Former Syz Group managing partner moves to Dubai to head family office

The Swiss private banking veteran has resurfaced in Dubai to head an independent wealth management firm. Priyanka Boghani By Priyanka Boghani

Former Rothschild banker becomes Swiss head of British asset manager

He will be responsible for Harrington Cooper's business in Switzerland, France, Belgium, Luxembourg and Monaco

Canaccord Wealth appoints new head of international distribution

He joins as part of Canaccord Wealth’s acquisition of Brooks Macdonald International

Equiom Guernsey Strengthens Leadership with Two Senior Appointments

With a strong presence in Guernsey since 2015, Equiom administers a broad range of assets

Nomura Asset Management Appoints Douglas Stewart as Head of Distribution EMEA

His appointment reflects our commitment to accelerating growth and delivering exceptional outcomes for clients across EMEA and Latin America."

Alex Picot Trust appoints Associate Director

This promotion is recognition of Graham’s significant contribution to the business and client-focused ethos and will complement our continued growth.

Executive Moves