Managers of Wealth

Banque Heritage announces two new board appointments

These appointments reflect Banque Heritage’s commitment to building on its strong governance, recognised investment expertise and the stability of its family ownership structure.

Insigneo Appoints Eduardo Solano as Senior Vice President of International Markets

The executive has more than 34 years of experience as a portfolio manager, analyst, and trader specializing in global investment strategies

William Blair Adds Senior Fintech Banker in London

The move strengthens William Blair’s European Fintech practice and enhances the firm’s delivery of comprehensive advisory resources for fintech-focused companies and financial sponsors.

Manulife Wealth & Asset Management Appoints Jeff Kellogg as Head of Global Investment Products

His mandate includes strengthening global product governance and lifecycle management, accelerating innovation, and improving efficiency across the product platform

Barclays Private Bank to Name India Diaspora Head in Singapore

Jha, serving gardening leave at Bank of Singapore Ltd., will start at the British bank in July in the city-state, said the people, who asked not to be named because the information is private.

Amundi Announces Leadership Appointments

This new organisation is effective as of today.

Pax Appoints a New CEO

With the appointment of Yvonne Häring, «the Board of Directors is ensuring both continuity and further development along the successful path of the 150-year-old pension insurance company

UOB Private Bank Intensifies Greater China Expansion with Appointment of New Market Head

His dynamic leadership was instrumental in expanding the bank’s customer base, increasing assets under management and deposits while ensuring strict adherence to governance and compliance standards.

Crusonia Wealth Advisors Welcomes Ryan Csrnko, CFP as Wealth Advisor

Veteran Colorado advisor brings deep expertise in financial planning and business exit strategy to the growing Denver-based firm.

T. Rowe Price expands c-suite leadership roles

The US asset manager has named a new president and a new co-head of global investments.

Tellco names UBS wealth executive as CEO

Ravish Patil joins Tellco Bank as CEO after 19 years with UBS.

Ascentis Wealth Management Welcomes Ryan Uszenski

U.S. Virgin Islands-based advisor with national footprint joins Ascentis platform with more than 20 years of experience and approximately $160 million in client assets

Bordier & Company (France) ITS announcement THE recruitment of two Managers Private Seniors.

Their arrival confirms the attractiveness of Bordier & Cie France and its position as a new leading player in wealth management in France,” stated Christophe Burtin, CEO of Bordier & Cie (France) SA, on the occasion of their arrival.

HSBC Private Bank Appoints New Chief for German-Speaking Switzerland

Raphael Ostfeld has been named as the new head Switzerland domestic, Zurich at HSBC Private Bank.

Apex Group appoints Kavitha Ramachandran to lead Luxembourg ManCo platform

This leadership structure reflects a strengthened and clearly defined governance framework for Apex Group’s ManCo strategy in Luxembourg and supports the continued development of FundRock as a leading ManCo platform in the Grand Duchy.

Rothschild & Co appoints Lucy Baldwin as Global Head of Equities

Lucy will lead Rothschild & Co’s Global Equities Business, encompassing Sales and Trading, Research and Corporate Access.

Wealth management firm Clarion appoints financial planner

Mike joins the firm with experience from both national and regional financial planning businesses and brings a background as a qualified lawyer.

Citigroup Hires Three Dealmakers to Expand Financial Institutions Coverage

The hires are part of a broader push.

Deutsche Bank poaches two RBC managing directors in wealth push

German lender hires Adam Wereszczynski and Andrew Pryor as it ramps up its ultra high net worth drive

Standard Chartered PLC announces changes to its Board and Group Management Team

He will become interim GCFO with immediate effect.

Executive Moves