Managers of Wealth

Julius Baer deputy CEO to exit

Nic Dreckmann is set to depart, with HSBC COO for global private banking Jean Nabaa set to replace him in one of his roles.

Lighthouse Canton appoints Gurjeet Sohi as MD, Head of Wealth Management for India

Sohi brings nearly three decades of experience from Deutsche Bank, where he held senior roles across wealth management and private banking.

Multi-Family Office Farro Capital Hires Sustainability Expert

Farro Capital has appointed Priyaka Dhingra as head of impact and sustainable finance

Natixis CIB boosts Green & Sustainable Hub in Asia Pacific with experienced hire

Jarek has over 20 years of experience in the financial services industry.

Nedbank Private Wealth strengthens advisory team with new wealth manager

Anelisa Mi, former financial services adviser at Fairbairn Consult, has joined amid Nedbank’s efforts to deepen its advisory offering across South Africa.

Mike Hordley named Chief Operating Officer of HSBC Private Bank

Mike, who is currently Interim COO of the Swiss Private Bank, will start in the role when a permanent COO for the Swiss Private Bank is in place in April this year.

Hightower Appoints Bob Lavigne as Chief Compliance Officer

Prior to joining Hightower, Lavigne served as Vice President and Chief Compliance Officer at Edelman Financial Engines.

Quilter Cheviot International Strengthens Board and Leadership Team

Both bring a wealth of experience and industry insight that will be instrumental in supporting the firm through its next phase of development.

Citi Appoints Syndication Duo in Australia

Citi has appointed Jessica Rowe as director, spread products syndication, Australia and APAC and Dane Harris as vice president in the A$ debt syndicate team

Jean Nabaa to become Chief Operating Officer; Cindy Leggett-Flynn appointed Head of Group Communications

Julius Baer Group today announced the appointment of Jean Nabaa as Chief Operating Officer (COO) and member of the Executive Board, effective 13 April 2026 and subject to final regulatory approval.

Multi-family office hires former UBP executive

Prior to that, he headed the Zurich branch of the Geneva-based private bank for twelve years and later was responsible for business with senior bankers and non-resident Indian clients.

Standard Bank Namibia appoints new Head of Private Banking and Wealth

The bank said Van Zyl brings over 15 years of experience in finance, corporate and international tax consulting, strategic leadership, and banking.

Alumia appoints new sales manager for Switzerland and Italy

The new appointment is intended to strengthen the company's presence in these markets

Robertson leaves Barclays’ prime services in New York

Head of prime derivatives services unit departs after seven years with the bank for Carbon Point

Cyril Kammoun has been appointed Chief Executive Officer of Indosuez Corporate Advisory

Cyril Kammoun will bring to this new entity his recognised expertise and a strategic vision with the aim of supporting companies and their shareholders in the key stages of their development.

AllianceBernstein appoints Onur Erzan as President: key step in strategic transformation

AllianceBernstein names Onur Erzan as President, reinforcing leadership, innovation and global growth across asset management and private wealth.

CredAg CIB Announces Newly Created Role in Hong Kong

Based in Hong Kong, she reports to Christophe Crétot, head of international trade & transaction banking (ITB) for APAC, and Olivier Miet, deputy global head of financial institutions, ITB.

Vontobel promotes MD to market head of Nordics

Göran Håkansson has been with the company for over eight years. The firm has also onboarded quantitative portfolio manager, Thomas Rauh.

Franklin Templeton adds Schroders hire to EMEA alts wealth team

The group expands the team as its first open-ended fund for investors in the region has surpassed $1.5bn.

Ex-UBS Private Banker Joins Indian Asset Management Group

Prior to that, he held other senior roles at Credit Suisse, UBP and Citi.

Executive Moves