Managers of Wealth

UBS names new UK HNW head as veteran steps down

Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.

Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer

Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.

Fairway appoints Nathan Petty as Client Director

Fairway Group has appointed Nathan Petty as Client Director.

Special situations firm hires boutique's ex-CEO

Oliver Banz has joined AS Equity Partners to lead portfolio operations.

Stephan Hässig becomes new Head of Corporate Customers at Migros Bank

He succeeds Olivier Häner, who held this position on an interim basis.

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

Mellany Bagtas joins UBS as a Financial Advisor in New York City

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

Bénédicte Chrétien appointed CEO of CFM Indosuez Wealth Management

Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco

Clément Chenneveau Joins Altium Wealth Architecture to Enhance Strategic Advisory Services for UHNW Families and Entrepreneurs in Quebec

This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.

Ruffer funds head exits in restructure

Luka Gakic will step down in July as part of the restructure the firm is undergoing.

Hugo Bänziger named chair of Quintet’s board of directors

He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.

Saranac Partners hires Catherine Burr from Umbra

Burr joins the private office as a client adviser.

Equiom appoints Tom Illing as Senior Manager – Client Services, Jersey

Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.

St. James’s Place appoints Helen Beck as non-executive director

Beck brings over 30 years of business leadership and consultancy experience in the financial sector.

UBP appoints wealth co-head in Lugano

Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.

Helvetica Appoints New Chairman

An experienced asset manager is taking over as the new Chairman of the Board of Directors.

GAM Appoints Mirko Ranno as Head of Germany and Austria Distribution

His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.

Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring

The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June

UBS International Adds Adelino Dias as Financial Advisor in New York

Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager

Puma Investments appoints Jeremy Roberts as Managing Director

Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.

Executive Moves