Managers of Wealth

Ex-Helvetia asset manager takes new investment strategy role

Sammy Ebstein, who held senior roles in the asset management unit of Helvetia, is the latest senior investment appointment at MS Reinsurance.

Oddo BHF's Swiss client coverage head departs

Alix de Renty announced he departure from the bank after 13 years including roles in France and Switzerland.

Promotions at SZKB in 2026

Schwyzer Kantonalbank has promoted 32 employees to a new job profile based on their performance, experience and expertise.

LGT Capital Partners brings back Marco Bizzozero

Bizzozero joins from the US platform iCapital, where he spent the past five and a half years building the international business and driving global expansion.

SEI Appoints Nathan Shetty as Chief Investment Officer

Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform

Jacqui Smith Joins Fiduciary Trust Company as a VP and Investment Officer

Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.

Dan Coman, JD/MBA, Joins Leelyn Smith As Chief Family Office Strategist

Dan brings more than 35 years of experience advising business owners, executives, and ultra-high-net-worth families in estate planning, business succession, mergers and acquisitions, asset protection, philanthropy, and complex tax law

Equiom strengthens global offering with strategic appointment to enhance Luxury Asset Services

His appointment reflects Equiom’s continued investment in specialist expertise to meet growing demand for integrated, cross-border solutions in the ownership and management of complex luxury assets.

Deutsche Bank names head of platform sales in Australia

Prior to that, he spent close to 15 years with Credit Suisse leading its client solutions business for futures and OTC clearing.

Non-Executive Directors of the National Wealth Fund reappointed

Nigel Topping, Tania Songini and Marianne Økland have been reappointed as Non-Executive Directors of the National Wealth Fund (NWF).

Broadridge Appoints Ian Williams as Head of International Broadridge Trading and Connectivity Solutions

Seasoned capital markets leader to drive alignment and growth across EMEA and APAC

Praxis expands pensions expertise in Guernsey with key senior appointments

Well-known in the Guernsey market, he brings deep sector expertise and a strong track record in governance and regulatory compliance.

LGT Wealth Management expands investment and family advisory capabilities with four senior appointments

Arthur Bengasino and Tessa Volkmer join as Head of Investment Solutions and Head of Sustainable Investment respectively, while Alina Jeanes and Nicki Sallabank reinforce the firm’s family advisory capability as Specialist and Senior Specialist.

UBP’s private markets boss exits for global firm

Brice Thionnet is leaving Union Bancaire Privée for an international private equity firm.

J.P. Morgan Private Bank Adds a New Member to Its Miami Team to Cover Brazil

Karl Justa joined the unit as Associate and banker, where he will contribute his 13 years of experience in the wealth management industry

Fidelity appoints ETF boss

Appointment supports the continued expansion of Fidelity International’s ETF platform

Ocorian appoints Head of Private Client in Cayman and the British Virgin Islands

She has held senior leadership roles across trust companies and private banking in Bermuda and Cayman, including Managing Director positions.

FNZ appoints David Moss as Group Chief Product Officer

New appointment strengthens FNZ’s executive team and supports the company’s global product strategy, innovation roadmap and U.S. growth

Nomura Asset Management Appoints Chief Investment Strategist

He brings extensive experience in translating complex market dynamics into actionable investment insights for financial advisors and institutional clients.

HSBC Private Bank appoints onshore Taiwan market head

HSBC promotes Edward Chiu to Taiwan market head.

Executive Moves