Managers of Wealth

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

PIMFA appoints Andrea Montague, CEO of Brooks Macdonald as a new member of the PIMFA Board

We are delighted to welcome Andrea Montague, Chief Executive Officer of Brooks Macdonald to the PIMFA Board of Directors.

Bank von Roll reveals private banking boss in reshuffle

The private banking group has added asset management and private banking heads to its executive board.

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

DBS names new Chief Sustainability Officer

Wong to lead DBS’ sustainability efforts to support Asia’s ongoing transition towards a lower-carbon economy

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council.

He takes over the chairmanship from Thomas Bauer, who has been serving as interim chairman since September 1, 2025.

Avaloq Names New Managing Director for Switzerland

The company has chosen an internal hire to take the reins.

LBP AM European Private Markets appoints Thorsten Göttel as Sales Director Germany

In this role, he will leverage his extensive institutional network and expertise to support investors seeking alternative investment solutions.

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

Icon Solutions Appoints Anders Olofsson as EMEA Sales Director to Drive Global Adoption of the Icon Payments Framework

Anders joins Icon with more than 30 years of experience in the global payments industry, having held senior leadership roles across major payments and technology companies.

Raiffeisen Switzerland completes new Credit Research Team

Prior to that, he held various specialist and management positions at Notenstein Privatbank AG, Vescore AG, and the independent asset manager Prio Partners.

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

Newsmakers: Ledyard Wealth Management names CIO

Ledyard Wealth Management names CIO

Sanctuary Wealth Welcomes OPT Wealth Management

Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses

Julius Baer announces leadership update

Succession planning is underway, and her successor will be announced in due course.

GAM proposes new chair in board shake-up

The asset management group is set to replace three members of the board of directors at the annual general meeting next month.

PensExpert hires ex-Vontobel wealth planning chief

Markus Kumschick joins the pension and financial advisory group as head of the Zurich and Northwestern Switzerland region.

Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel

With effect from 12 April, he is responsible for all of our wealth management activities in France, Belgium, Luxembourg and Italy, as well as in Monaco.

Executive Moves