Managers of Wealth

Oppenheimer Names Bill Farmer Managing Director, Head of Aerospace & Defense Technology Investment Banking

Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector

NatWest appoints Nick Rodolakis as Head of Funds and Sponsor Coverage

Nick joins the CIB management team and will report to Isabelle Girolami, Head of NatWest’s CIB business.

Lombard Odier Strengthens Asia Franchise

They will join the Lombard Odier Private Clients Team in Singapore and Hong Kong.

Focus Wealth Management Appoints Henry Kim as Chief Financial Officer and Head of Compliance

He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche.

Generali Asset Management proposes leadership changes

The newly created general manager role is intended to reinforce the executive structure of the business and increase focus on global third-party institutional and pension clients.

Edmond de Rothschild: New Team Head for Independent Asset Managers in Geneva

Edmond de Rothschild (Suisse) has appointed David Cataldi as its new team head for its independent asset manager department in Geneva.

Geneva boutique strengthens with new president

Following on from receiving its Finma licence, Spring Investments has added James Young to its board of directors.

Archana Vemulapalli Joins Goldman Sachs as Partner and Head of AI Product Management and Strategic Relations

She will also lead strategic engagement with frontier AI labs and AI application providers.

James Hambro poaches Rathbones veteran to lead Bristol expansion

Nicola Day joins the firm after a 19-year career at Rathbones' ethical investment arm.

Standard Chartered appoints Nalini Tarakeshwar as Global Head of Standard Chartered Foundation

The appointment was made as the Foundation scales its ambition to facilitate access to quality jobs and opportunities for young people in response to the growing youth employability gap

Schroders Wealth hires Barclays private banking head Evonne Tan

Evonne Tan has been hired as CEO, Asia Wealth Management at Schroders.

HSBC Swiss Private Bank appoints new Chief Executive Officer

Alfonso brings over 30 years of Swiss and international wealth management experience, most recently as CEO of BBVA Switzerland, a position he held for over 12 years.

Inventx strengthens its board of directors with Prof. Dr. Thomas Zellweger

The appointment of Prof. Dr. Thomas Zellweger strengthens the sustainable development of Inventx as an industry-focused Swiss IT company.

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

New hires support Beacon Trust’s continued growth and expansion of client advisory services

HSBC names two new China wealth heads

HSBC has reshuffled its wealth management and private banking leadership in China.

Jamie Burgmann joins Aura Group as the Director of Private Wealth

His appointment reflects Aura’s continued focus on providing sophisticated investors with access to differentiated investment opportunities and diversified portfolios beyond traditional asset classes.

Ex-Geneva bank CEO takes over as Gonet chair

Former Banque Cantonale de Genève CEO Blaise Goetschin has a new mandate.

Advisor-focused hires lead latest wave of wealth management leadership moves

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.

LPL Financial Welcomes Five Star Wealth Planning

They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

Reto Wangler nominated as President of the Bank Council

Urs Rüegsegger will step down as Chairman of the Board of Directors of Zuger Kantonalbank after six years, effective at the upcoming Annual General Meeting.

Executive Moves