Managers of Wealth

Former Credit Suisse fund manager resurfaces at Julius Baer

Roger Wyss joins Julius Baer as a fixed income specialist after taking a year-long career break to travel.

Kingswood appoints ex-Succession Wealth executive as new CEO

He was previously chief commercial officer (CCO) at Aviva-owned Succession Wealth.

Titanbay Expands in Europe: Welcoming Manuel Noia as Head of Italy

Italy is a key market brimming with opportunities in private markets, and we’re ready to take it to the next level.

Homrich Berg, Synovus Bank beef up family offices with executive appointments

Two Georgia financial services companies have made executive moves in a key investment advisory niche — family office services.

Goldman Sachs names head of third party wealth in Apac Ex-Japan

The US asset manager has hired Sabrina Gan from Fidelity International.

HSBC Appoints ASEAN Private Banking Duo

In the role, he will report to Hammad Hashmi, market head for Singapore, Malaysia, and Indonesia at HSBC GPB.

Morgan Stanley to Hire More Asia Wealth Relationship Managers

The firm’s 140 relationship managers in the region could grow to 200 over the next few years, said Vincent Chui, head of wealth management for Asia Pacific.

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

With the addition of Ms. Penta, the SCS leadership team advances its vision of providing innovative wealth management solutions to its clients.

Brown Brothers Harriman Bolsters its Corporate Advisory Team in Philadelphia

Alex Rohr is just the latest strategic hire by BBH in the mid-Atlantic region.

Julian Fosh retires from Liontrust after illness

The fund manager ends a 16-year career at Liontrust after recently suffering from a severe bout of illness.

Goldman Sachs AM hires Fidelity veteran as Asia wealth head

The US asset manager has recruited Fidelity International's former Southeast Asia head as head of third-party wealth in Apac.

Schroders names Philip Chandler Chief Investment Officer of Schroder Investment Solutions

Philip joined Schroders in 2003 and will maintain his current position as Head of UK Multi-Asset while also stepping into the role of CIO.

William Blair Names Stewart Licudi Head of European Investment Banking

Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe.

Rockefeller Asset Management Names Jai Jacob as Managing Director and Director of Investment Strategy

A highly accomplished investor with a wealth of expertise and global leadership experience

Point72 kicks off new private credit strategy, statement shows

Initially, private credit will be an additional strategy of Point72's multi-strategy hedge fund

Fidelity Investments recruits sales manager with UBS experience

Fidelity International has recruited a new sales manager for its Zurich location.

Edmond de Rothschild announces the arrival of Monika Vicandi as Chief Risk, Legal & Compliance Officer

With over 20 years’ experience in Switzerland and Europe, Monika Vicandi brings recognised expertise in these three functions.

Close Brothers Group: Directorate Change

He is recuperating well and expected to make a full recovery.

Swiss small- and mid-cap portfolio manager joins ZKB

Zürcher Kantonalbank asset management appoints Felix Morger as a portfolio manager.

Promotions for Crestbridge Family Office Services as Firm Targets Continued Growth in 2025

Effective from 1 January 2025, the promotions recognise the achievements and contribution of these team members to the business over the past year,

Executive Moves