Managers of Wealth

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.

Rothschild & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory

Global Investor Advisory will support Companies in all aspects of their ongoing capital markets engagement

New consultant joins Alex Picot Trust

Simon brings more than 40 years of experience in the private client industry, having held senior roles working in Jersey and the Cayman Islands.

Investec Bank appoints new independent Non-Executive Director

Michelle succeeds Sandra Platts, who is stepping down after thirteen years on the Investec Channel Islands Board.

UBS looks to solidify local footprint with new advisory lead

“In addition, he will play a pivotal role in driving solutions across our business divisions, ensuring that our clients benefit from a seamless and truly integrated OneUBS experience.”

UBS Announces Two New Market Directors in San Francisco

Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera

HSBC AM’s head of Asia fixed income departs

Alfred Mui, HSBC AM’s head of Asia fixed income has left the firm to pursue other opportunities.

Changes to the Board of Directors of Julius Baer (Middle East) Ltd.

Julius Baer (Middle East) Ltd., has appointed Bryan Stirewalt as the new Independent Non-Executive Chairman, succeeding Jeremy Parrish who steps down after four years of service

Former JPMorgan private banker Leung Yun Yi returns to HSBC as Head of Multi-Asset Specialists for Asia.

In March this year, media reports indicated that she would be leaving JPMorgan, and she stated that her next move would be officially announced at a later date.

Liss Chapman Commended for Continued Excellence in Finance and Wealth Management

She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.

Executive Moves