Managers of Wealth

Wealthspire Advisors Adds Seasoned Investment Advisor Michael J. Santo

Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets

BOS Nets Ex-Citi Private Banker

In the role, she will focus on engaging clients with family office advisory needs and developing the bank's strategic initiatives for single family offices.

Investec W&I’s Glasgow head becomes latest exit

Divisional director Arlene Ewing leaves her role, following the departure of DFM head David Kerr last month.

Azimut Group hires industry veteran in Singapore

Andrew Ang will be the first member of the institutional and wholesale team at the Italian asset manager to be based in Asia.

Franklin Templeton appoints new head of private banks and family offices in Asia

Franklin Templeton has hired a former BNP Paribas and JP Morgan private banker to expand its private banking and family office network in Asia.

Credit Suisse Ticino investment consulting chief heads to boutique bank

Roberto Cerratti has left Credit Suisse for Banca del Ceresio.

Graubündner Kantonalbank names new head of investment solutions

Giochen Schmed takes on the role in addition to his head of investment advisory position.

Ex-Credit Suisse Banker Joins Swiss Banking Group in Lugano

Roberto Cerratti has joined Banca del Ceresio as Head of Investment Services Switzerland

Roz Smith Named Chief Operating Officer of Broadridge International

In her role, Smith will focus on scaling and streamlining the Broadridge International business to drive transformational levels of operating efficiency and productivity.

Evelyn Partners Fund Solutions Ltd appointed ACD and Fund Administrator to Baker Steel Capital Managers LLP’s UK fund range

Following a comprehensive market review, the Baker Steel Gold and Precious Metals Fund and Baker Steel Electrum Fund will transfer to EPFL.

Stanbic Bank Appoints Head Of Personal And Private Banking

This appointment is effective 1 June 2024

Julius Baer bolsters its Global NRI team in Dubai with senior hires to support its growth ambitions

Global NRI (Non-Resident Indians) team expands with senior hires in Dubai from UBS and J.P. Morgan underscoring the growth ambitions for this important market

Liontrust boosts UK sales team with triple hire

The RLAM, Janus Henderson and Franklin Templeton recruits arrive half a year after Liontrust restructured its distribution team.

Leonteq managing director to join Globalance Bank as COO

Markus Bührer is to become COO at the bank, replacing Mario Contartese who is moving to boutique DCP Client Partner.

Amas shakes up board amid climate talks

Matthias Henny, Jean Keller and Jean-Pascal Porcherot have joined the association’s board of directors.

Canaccord Genuity hires investment director from Brewin

Roger Sedgwick joins the firm’s Birmingham office

Canaccord Genuity Group Inc., Announces Proposed Changes to Board of Directors

Current Director Jo-Anne O’Connor will not seek re-election.

Amundi hires head of UK institutional business development

Prior to Lazard, he spent over 10 years working with BlackRock’s largest and most complex institutional investors within its strategic client division.

Evelyn Partners continues expansion of Exeter office with addition of experienced financial planner

George has worked in the financial services industry for over 15 years

ING appoints Anneka Treon as global head of Private Banking, Wealth Management & Investments

Anneka will report to Pinar Abay, ING’s global head of Retail, Market Leaders and Challengers & Growth Markets, and member of the Management Board Banking.

Executive Moves