Managers of Wealth

Lighthouse Canton Strengthens Global Leadership, Bringing On Board Three Senior Industry Executives, Signalling Bold Growth Strategy

They will join the firm in the next couple of months post any relevant regulatory approvals, bringing with them a wealth of experience from the world's leading financial institutions.

Standard Chartered PLC announces update to Group Management Team

We need to constantly adapt our strategy to ensure that we remain relevant and can profitably satisfy the needs of our clients

Pictet WM’s sustainability chief exits to advise family offices and startups

Rosa Sangiorgio will focus on her advisory company RSG Impact Investing after her departure.

Julius Baer Guernsey expands UK Intermediaries team with senior hires

James also brings over 20 years of experience in Guernsey’s financial services industry

ABN AMRO convenes extraordinary general meeting to introduce new CRO

The materials, including the agenda and explanatory notes, are available on the ABN AMRO corporate website.

Shake-up at Edmond de Rothschild

Simultaneously, he was tasked with developing various products and services for the bank's clients.

BNP Paribas AM Hires Hong Kong Head of Insti Sales

He has over 20 years of experience

UK equity manager exits Columbia Threadneedle after three decades

Jonathan Barber’s departure represents further turnover in the team.

Tatton investment specialist head exits after seven years

Tatton says that it is in the 'final stages' of appointing a successor to Chris Robinson.

Private bank managing director returns to ex-employer after six months

Christian Rohr rejoined Assurinvest to manage mandates in July.

Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex

He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.

BofA Private Bank Hires Citi’s Palacio in South Florida Push

In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.

BEA Names Regional Head of Private Banking

Previously, he held other product and portfolio management-related roles at BMO Private Banking, EFG, BNP Paribas, HSBC and UBS.

Microsoft Switzerland Appoints SE&O Lead

Ann Jameson will lead Microsoft Switzerland’s Sales Enablement & Operations (SE&O) business, bringing over 25 years of experience across sales, finance, and operations. 

ZKB rehires J Safra Sarasin manager to launch Healthy Longevity fund

J Safra Sarasin recruits A-rated portfolio manager Simone Poma as Chi-Tran Brändli switches to ZKB.

Northern Trust appoints global head of stewardship

He previously worked in global custody operations for Northern Trust and JP Morgan Chase.

Team Plc welcomes three new partners to NEBA Private Clients

The three appointments mark a significant milestone for NEBA Private Clients, as partners’ global expertise is integrated and the offering of financial solutions to clients is enhanced, tailored to their individual needs and aspirations.

Deutsche Bank PB’s new UHNW head relocates to Singapore

Bank’s restructure of its Asia team sees veteran banker move from London office to take up new role.

Coutts’ asset management head Mohammad Kamal Syed resigns

Bank executive became interim chief in wake of Nigel Farage ‘debanking’ scandal

SJP appoints head of responsible investment from Aviva

Ford reports to Joe Wiggins, director of investment research at SJP.

Executive Moves