Managers of Wealth

BLI appoints Marc Erpelding as Head of Asset Management; Quentin Gaget, new COO

Banque de Luxembourg Investments strengthens its leadership team with the new promotions to support the firm’s growth and transformation.

Goldman Sachs Asia-Pacific Private Wealth Unit Sees Record Managing Director Promotions

The figure represents the largest number of managing director promotions in the unit’s history.

Macquarie Asset Management Expands Wealth Team with Strategic New Hires

New partnership with iCapital expands access to Macquarie Asset Management’s infrastructure solutions for a global wealth audience.

Scott Stevens joins Mattioli Woods as Managing Director: Business Development and Marketing

He joins from St. James’s Place, where he led transformative marketing, recruitment, and digital growth initiatives.

Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services

Gregory Whitehead and Tony Oommen have joined the firm as Senior Vice Presidents and Managing Directors.

Marc Fischer to join the Executive Management of VP Fund Solutions (Liechtenstein) AG

The appointment is subject to approval by the Liechtenstein Financial Market Authority (FMA).

Columbia Threadneedle appoints head of UK client group

Based in London, Sarah joined the firm on 3 November and will be responsible for the UK client business and sales strategy.

Barclays appoints Jean-François Mastrangelo as Head of Markets, Asia Pacific

Appointment underscores Barclays’ commitment to strengthen its Global Markets platform and build on its strong presence in the region

Ocorian appoints Tim Matthews as Client Director in Guernsey

He joins Ocorian from a leading international fiduciary services provider, where he held senior roles focused on client relationship management, technical support and leadership across private wealth teams.

J.P. Morgan Private Bank names Selim Elgen as Managing Director and Market Head for the United Arab Emirates

Elgen is a seasoned industry professional, joining J.P. Morgan with over 31 years of experience in the banking sector.

Nomura IWM taps JP Morgan PB for North Asia CIO

JP Morgan Private Bank's global market strategist has joined the Japanese firm.

Swiss digital private bank names chief product officer

Alpian has promoted Miren Rubio Zuluaga to a new role after over five years at the bank.

Vontobel hires ex-UBS exec to lead ME and Africa institutional business

The Swiss manager is looking to expand its presence in the region following a rise in assets under management.

Julius Baer adds four wealth managers across the UK

The new hires come from Barclays Private Bank, Cazenove, Evelyn partners and UBS.

Weatherbys launches business banking service with two key hires

Donna Ball and Robert Davey are the most recent bankers to join as Weatherbys targets growth in a new segment.

Amid key departures, Indosuez WM’s Asia CEO still nets AUM surge

In an exclusive interview, Asia CEO Laurent Proutière, who took the helm in March, attributed the 22% jump to key talent acquisition and a strategic shift…

Modern Wealth Management Appoints Derek Bruton as Head of M&A

30-year industry veteran joins Modern Wealth to lead national M&A strategy, accelerate firm’s expansion across key U.S. markets

RFO Names Chief People Officer to Build Firm's Culture

Based in Hong Kong, she reports to RFO group CEO Chi Man Kwan.

Kim-Andrée Potvin strengthens Bonhôte’s management team with two high-level appointments

The announced retirement of Olivier Vollenweider has given Kim-Andrée Potvin, CEO for less than a year, the opportunity to bring in seasoned expertise with the appointment of Frédéric Dommart as Chief Operating Officer (COO)

Zurich IAM hires ex-UBS adviser

Claudio Jegen has joined Prio Partners as a client adviser.

Executive Moves