Managers of Wealth

Katherine Jones appointed as Chief Financial Officer

Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance.

EFG Bank von Ernst names new head of intermediaries

Ruurd Boomsma and Luca Ritter join EFG Bank von Ernst as part of its intermediary expansion.

Indosuez WM expands relationship management teams

Ezgi Bosson-Cagdas, Marcelo Rezende and Renzo Peroni have joined Indosuez Wealth Management.

Amundi - Appointment of Francesco Sandrini

Amundi announces the appointment of Francesco Sandrini as Chief Investment Officer of Amundi Italy.

Amundi - Appointment of Philippe d’Orgeval

Amundi announces the appointment of Philippe d’Orgeval as Deputy Group Chief Investment Officer*.

Evelyn Partners strengthens tax offering with Manchester director appointment

Based in Evelyn Partners’ Manchester office, Gary will provide end-to-end tax advice across the business lifecycle.

Digital family office hires heads of wealth management, advisory operations

Strategic hires made as firm achieves significant AUM milestone.

Federated Hermes opens first Swiss office and recruits ex-Credit Suisse client coverage chief

Federated Hermes has named Pascal Weber as a director - business development for Switzerland.

Praxis appoints Head of Private Wealth & Corporate Services, BVI

She will oversee the day-to-day operation of the BVI office and support the development of the Group’s BVI offering globally

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

Leo Wealth hires senior managing director in Singapore

Talbot has spent more than 20 years as a global citizen himself

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership

With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity

Carmignac Expands Swiss Presence

Fuchs will report to Jens-Daniel Hauske

Robeco Appoints Head of Sales for APAC

He has over 25 years of experience in financial services across the UK, Asia, the Middle East and Africa.

BlackRock hires Geneva-based SocGen private markets exec

Aurélie Maillard has previously worked in portfolio management and private banking

Collas Crill Trust expands team with appointment of Director

Greta was appointed as Chair of the STEP Guernsey Branch in 2023

LGT Wealth India appoints Poonam Mirchandani as MD of wealth planning & family solutions division

She has earlier held senior leadership roles at Barclays Private Bank and Vistra ITCL India, where she focused on trust and fiduciary related engagements.

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

Arbuthnot Latham gains director in its wealth management team

Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.

Executive Moves