Managers of Wealth

LSEG global head of investment management and execution solutions joins Broadridge

Individual has previously served at: Redi, TradingScreen, HSBC Global Banking and Markets, BNP Paribas, Deutsche Bank, and the London Stock Exchange Group (LSEG).

Julius Baer plans job cuts under new CEO, source says

The wealth manager, which in November flagged that it might have to take additional cost-saving measures in the near future, is due to announce its 2024 full-year results next week.

Temenos appoints Sairam Rangachari as Chief Product Officer

Sairam brings extensive knowledge of banking and financial services technology, deep expertise in the U.S. market, and a proven track-record of developing impactful banking solutions

Former Jupiter emerging market debt trio to join Pictet

Outperforming portfolio managers who stepped down at the end of 2024 will assume new posts with the Geneva-based group.

Christoph Auchli appointed deputy CEO of Basler Kantonalbank

He will take over as deputy to Regula Berger from March 1, 2025, who will then serve as CEO of BKB.

Changes in the SIX Executive Board

Both have contributed significantly to the further development and international growth of SIX.

Wealth director exits Ruffer after 18 years for Tyndall role

Lucie Meagher is the latest investment manager to exit Ruffer.

Santander UK chair steps down as operations reviewed

Santander UK's future is riddled with speculation.

NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors

William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina

Brooks Macdonald former operations chief winds up at SS&C

Caroline Abbondanza, who left Brooks in September, is now listed as a senior director at platform technology giant SS&C.

Kelly Prior joins Marlborough as investment director

While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team

Martin Gilbert steps back from DFM he helped launch

Gilbert departed from the board of Saranac Partners just before Christmas.

Citi's global private bank head Ida Liu departs

Key regions will be brought under head of wealth Andy Sieg following departure.

Quilter Cheviot appoints Nicola Toyer as charities director

She also worked at Smith & Williamson, which has since rebranded to Evelyn Partners, starting as an investment manager and progressing to associate director.

LGT hires IHAG front office chief Reiner Schrupkowski

Schrupkowski has been a member of the executive boards at IHAG Privatbank and Berenberg Bank Switzerland.

GAM appoints Mirko Ranno as Client Director covering Germany Distribution

Mirko joins GAM from PUNICA Invest GmbH, where he was one of the founding employees.

Praxis expands its Swiss operation with the appointment of a new private wealth & corporate services director

Neil also chaired the local Investment Committee and was instrumental in restructuring two complex trusts, achieving formal approval from the Royal Court of Jersey.

Evelyn Partners names Bids Mahvelati as new Chief Operations Officer

At Evelyn Partners he will lead cross-functional change programmes, client journey changes, tech, data, security, operations, M&A, strategy, and central services.

Monaco-based UHNW and family office specialist joins Ogier's award-winning private client team

Andrew has more than 30 years' experience supporting families in the region and extensive knowledge of the needs of private clients around the world.

Oakglen Wealth adds Jack Harris to London investment team

Jack Harris joins Oakglen Wealth from Quilter Cheviot as Investment Manager.

Executive Moves