Managers of Wealth

UBS Americas: Rob Karofsky Reshuffles His Team

Recently, UBS took an important step in the US toward obtaining a national banking license.

GBST appoints transformation lead to accelerate its Global AI strategy and delivery

New role strengthens focus on responsible AI across products and operations

Ortec Finance strengthens UK team with Senior Client Manager hire

In his new position, Jamie will focus on strengthening client relationships and supporting strategic growth across the UK market.

UK asset manager Jupiter names Piers Hillier as new CIO

He took over the role from Matthew Beesley, Jupiter’s chief executive officer who had also been the CIO.

Praxis BVI strengthens regulatory and investment leadership to support intermediaries and cross-border structures

Her experience enhances the independent Group’s regional capability to support managers

Deutsche Bank recruits Geneva private banker duo

Konstantinos Vasileiadis focuses on the Greek market, while Muhammad Salahuddin strengthens the bank's Middle East coverage.

LGT Wealth Management names head of family advisory

Prasad joins the wealth management firm from KPMG, where she was a partner in the family and private client business.

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

Executive Moves