Managers of Wealth

Quintet Private Bank names a group chief risk officer

An international risk specialist joins the executive team of Quintet Private Bank.

Mattioli Woods cuts jobs in investment restructure

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

Fenergo appoints Andrew Brandman as Chief Customer Officer

Andrew will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success while executing on Fenergo’s client-centric strategy.

Goldman Sachs names Mena head for private wealth management capital markets

Lucy da Gama Campos will focus on family offices and transactional business.

Atomos bolsters financial planning leadership team

Supporting Parekh will be a newly-appointed leadership team.

Christopher Schroeder Joins as Midland Wealth Management Senior Wealth Advisor

Prior to joining Midland, he managed his own practice at a boutique wealth management firm.

Julius Baer’s head of fund offering to step down

Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.

DBS Private Bank on a hiring spree for Thailand business

With Thailand pegged as the next billionaire capital of southeast Asia, DBS Private Bank continues building its onshore team, now with two recent additions from Credit Suisse.

Saxo Bank Strengthens Leadership: Names New Chief Risk and Compliance Officer

The company also promoted three other employees.

Quilter Cheviot appoints Caroline Simmons as chief investment officer

She will join the business in March 2024.

Partners Group further strengthens its Real Estate business with three leadership appointments

Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.

Morningstar Wealth appoints Chris Bishun as head of wealth solutions

Brings 20 years of experience to role

Santander Private Bank recruits M&A director for Miami biz

Victor Moreno-Barbera has around two decades experience in mergers and acquisitions and business development.

JM Finn names new chair in boardroom reshuffle

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

Former Ardevora sales head Rittner joins Chikara

Hugh Rittner joins the boutique’s business development team after leaving Ardevora shortly before the news last week that it was shutting down.

TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors

RBC Nets Ex-CS Private Banking Trio in Asia

In the role, he will work closely with Southeast Asia market head Cynthia Jacinto.

Changes in UBS Group management

Following Suni Harford's decision to step down from her roles at UBS, Aleksandar Ivanovic has been appointed to the Executive Board as President Asset Management.

EFG replaces product management boss with ex-Credit Suisse banker

Pietro Gottardo spent almost a decade at Credit Suisse.

Troviq hires managing director from rival Moonfare

Ed Cotton joins the private markets group to expand its presence in Europe.

Executive Moves