Managers of Wealth

Quanta Group accelerates growth strategy with senior leadership appointments

The Group has ambitious plans to grow its wealth management proposition across its three core independent business areas

Ticino Private Bank Appoints New Head for Zurich

At PKB Private Bank, Davide Castrini will take over as Head of the Zurich branch. He has already held a key position at the institution since 2024.

JTC Welcomes First Employer Solutions Team Member in the Isle of Man

Bernadette brings more than 30 years’ experience in the financial services sector

BlackRock’s Stewart to join BNY Investments as Beveridge retires

Stewart joins as the new head of UK intermediary distribution

Broadridge Appoints Frank Troise as President, Global Capital Markets

Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems

Nicoletta Basso appointed Branch Manager of Utmost Luxembourg’s Italian branch

Nicoletta brings over six years of experience at Utmost as Tax and Legal Counsel

Evelyn Partners strengthens teams with senior planning hires

The appointments are intended to enhance the firm’s ‘total wealth management’ advice model, under which clients are supported jointly by a financial planner and an investment manager.

NatWest finalises its leadership team with latest senior hire ahead of Venture Banking launch

The appointment marks the latest addition to the team led by Jenny Edwards, ahead of the launch of NatWest Venture Banking this April

Julius Baer has appointed Winfried Daun as Global Head of Brand & Marketing

Winfried Daun is an executive with extensive experience in brand management and marketing.

Rothschild & Co hires Joelle Tarrant and Luke Hedley

They will be based in London.

Mercer Advisors Tap 2 for Leadership Roles

Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

Citi Private Bank Appoints Chad Reddy as Market Executive – West

Chad will oversee the Private Bank’s presence in this critical region, supporting the growth ambitions and wealth goals of our clients and

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform

Boston Multi Family Office Announces the Appointment of Head of Compliance

He is a Certified Money Laundering Reporting Officer and holds a Diploma in Anti-Money Laundering from the International Compliance Association.

LGT appoints Europe CIO

Philipp Lisibach takes on the role in addition to leading an investment strategy and themes team.

Private bank hands senior role to rated fund manager

Piguet Galland promotes Daniel Steck to head of equity research.

UBP appoints Head of Investment Services UK

The appointment builds on Peter’s established track record within the firm.

Integritas Wealth Partners makes key hires

Sharon Sinclair has been appointed Senior Wealth Support Officer and works closely with the Wealth Partners to ensure clients receive a smooth, accurate and well organised service

LLB Group achieves profit at previous year's level

The financial statements include the former ZKB Austria for the first time for the entire year.

WRISE Group Launches Client Service Centre in Taipei

New client service centre expands WRISE’s regional footprint by serving as a bridge for cross-border capital flow and integrated family office services in East Asia

Executive Moves