Managers of Wealth

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region

Ellis joins Clifton Asset Management as new CFO

Based in London, Ellis will spend regular time with the finance team in Bristol.

DBS announces senior-level appointments, grooming talent from within

Names new Heads of DBS Hong Kong, Taiwan and Indonesia

Penny Low Joins Bank of Singapore as the Bank Continues to Strengthen Its Greater China & North Asia Franchise

Ms Low brings close to 20 years of industry experience across investment banking and private banking.

WRISE Appoints Bahren Shaari as Senior Advisor to Group Executive Committee

He added that he had previously worked alongside Shaari and was familiar with the experience and perspective he would bring to the role.

LGT Wealth Management Australia appoints Willem Strydom as new Chief Technology Officer

Appointment strengthens technology, data and AI capability as LGT scales to meet growing high-net-worth & ultra-high-net-worth demand.

JBNWM hires veteran sales leader for Japan wealth push

Most recently Junichiro Ozawa was head of the retail sales division at Pictet Japan.

Wealth manager Silvercrest has announced its first two hires in Dublin

Its first two senior leadership hires previously worked at Goodbody and Bank of Ireland.

Fiduciary Trust Company Appoints Doris Meister as Chief Executive Officer

Leadership transition builds on a 140-year legacy of trusted client service

BACB announces Damian Austin as new Chief Executive

Austin, who served as acting CEO and Chief Banking Officer, takes the helm at the specialist trade finance bank

Prudential Advisors welcomes Ameriprise advisor to NJ Wealth Partners

Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience

The Nunatak Group strengthens its Swiss business with Philipp Tenbieg as Managing Director

The experienced consulting entrepreneur and proven expert in the financial sector is expected to drive further growth in the Swiss market.

Quilter Cheviot bolsters business development team with new hires

They will be responsible for supporting existing relationships with financial advisers and private clients, while also helping to position Quilter Cheviot’s products and services to prospective clients.

Ex-UBS star selector joins Raiffeisen Switzerland

Katarzyna Willi formerly spent 25 years at Credit Suisse and UBS.

SJP adds four new partner practices to network

Larry Yesufu, Matthew Kemp, Mitchell Hough and Richard Woods have joined SJP as advisers

Julius Baer's global non-resident Indian group head exits

The senior banker joined the Swiss pure play in 2020 to grow its onshore India and non-resident Indian (NRI) client segment.

AJ Bell makes former Financial Planner head of technical

She joined AJ Bell in 2014 from wealth management firm Brunel Capital Partners where she worked with private clients and small businesses as a Financial Planner.

Bantleon expands its sales in Switzerland

Bernhard Utiger has more than 25 years of professional experience in asset management.

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Executive Moves