Managers of Wealth

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.

Standard Chartered Names Xorse Godzi as Ghana CEO Amid Digital Banking Push

Godzi is expected to lead digital transformation amid rising fintech competition in Ghana’s banking sector

Hampden Bank appoints new Business Development Directors in London and Edinburgh

Graeme Mann has joined Hampden Bank’s Edinburgh office, while Paul de la Salle takes up a newly appointed role in London

BCF executive takes on mandate from another cantonal bank

Banque Cantonale du Jura has elected Christophe Mettler to its board of directors with immediate effect.

FWD Group makes key hire for its high-net-worth business; Mark Bensman to join as Chief Officer, FWD High Net Worth

Mr Bensman holds a Bachelor of Science in Business Administration from the University of Delaware.

RBC BlueBay expands France distribution team

Both will be based in Paris and report to Doris Santillana, head of France at RBC BlueBay.

Executive Moves