Managers of Wealth

Julius Baer appoints Stefan Bollinger as Chief Executive Officer

Stefan Bollinger, currently a Partner at Goldman Sachs, has been appointed Chief Executive Officer of Julius Baer, starting in early 2025.

Rothschild & Co’s UK Wealth Management business names Deputy CEO

James will continue to report to Helen Watson, UK Wealth Management CEO, who he has worked with for almost two decades both at Rothschild & Co and, before that, at Morgan Stanley.

Brooks Macdonald strengthens its IFA offering with the appointment of Head of Adviser Solutions

The appointment of Greg Mullins will bring greater focus to serving the needs of IFAs and their clients

Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

Praxis appoints Gavin Carruthers as part of corporate services expansion

With strong technical expertise and an accounting background, Gavin has also acted as a board director on Jersey and Cayman Islands-regulated funds.

GAM’s Sustainability Head Is Latest Senior Exec to Depart Swiss Money Manager

Maier has decided to take up an opportunity outside GAM and will be leaving the firm at the end of August

HIGHVERN boosts Irish market strategy with key leadership appointments

This strategic move reflects the company’s growth and commitment to building its business in Ireland.

Julius Baer Nets Ex-Deutsche Banker For Thailand Market

Based in Singapore, he reports to Shui Wei Ho, market head for Thailand and Asia Switzerland.

Rathbone Greenbank co-founder to retire

John David, who co-founded the firm 20 years ago, will be replaced by David Cox as head of business.

Indosuez Wealth Management strengthens its team in Valencia with the appointment of Luis Vila as a senior wealth manager

Vila will report to David Nogués and Begoña Cebrián, respectively Director and Deputy Director of Levant Region at Indosuez Wealth Management.

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

ServisFirst Bank Huntsville welcomes newest Senior Vice President and Private Banking Officer

Lisa Bryan steps into her role at ServisFirst Bank Huntsville with over 30 years of experience in the financial industry.

Standard Chartered appoints Monica Malone as Head of Banks & Broker Dealers, Americas

Appointment is latest hire as Corporate and Investment Bank (CIB) grows financial institutional business

Geneva boutique replaces chair Jean-Sylvain Perrig amid new strategy push

AtonRâ Partners has made a medical professor chair as it shifts away from a strategy focused on actively managed certificates.

ZKB names regional private banking head

Vanessa Seidmann first joined Zürcher Kantonalbank as an apprentice in 2003.

Bordier UK: Jamie MacLeod to pursue alternative career

The firm is part of the Swiss private bank Bordier & Cie and became Bordier UK in 2014.

Liontrust Asset Management Appointment of new Chair

Liontrust announces that Luke Savage will be appointed as Non-executive Director and Chair of the Company with effect from 20 September 2024.

There is a major reshuffle at LVMH

Frédéric Arnault , CEO of the LVMH Watch Division, is launching a major restructuring

Managing Director and Head of Channel Islands at RBC Wealth Management announces retirement

Since joining RBC in 2014, Ann Marie held a variety of senior roles in sales and relationship management, banking and custody to support clients’ needs and goals.

Saltus appoints Head of Relationship Management to Partnership Programme

Nick joins Saltus from YOU Asset Management and has previously held business development positions at Capital Asset Management and 7IM.

Executive Moves