Managers of Wealth

Citi announces Head of Banking and Executive Vice Chair of Citi

He will join Citi’s Executive Management Team and serve on the Board of Citi Foundation

Promotions reinforce Dentons’ strength and growth in Private Wealth and Corporate practices in New Zealand

DWS Strengthens Fixed Income Investment Platform with the Addition of Industry Veteran, Stephen Cianci

He will be based in the New York office and report to Shilpa Lakhani, Head of Portfolio Management Fixed Income Solutions.

IQ-EQ appoints Head of Fiducies, France

She has extensive Fiducies operations experience spanning secure banks, investors, corporates and institutions.

Coutts Crown Dependencies appoints new Head

His many responsibilities have included leading the Middle East, Africa and Asia Pacific markets, and specialising in ultra-high-net-worth non-resident and resident non-domiciled clients.

Zurich investment house hires Mittelland star from Credit Suisse

UBS, which decided last August to fully integrate CS's Swiss business, prefers to rely on its own strengths in the Mittelland.

Markus Hipp will be the new head of “Sales for Private Customers” at BKB

In this respect, he knows the needs of customers from his own experience and is also very well connected in Basel.

Barclays fund selection head exits

Ian Aylward leaves the group following the merger between the wealth and private banking divisions last summer.

Barclays' Omar Faruqui appointed Director General of the UK Takeover Panel

Mr. Faruqui has over 25 years of experience in investment banking and has advised on numerous acquisitions and disposals

Northern Trust Announces Head of Global Fund Services, EMEA

The appointment is effective April 1, 2024, subject to regulatory approval.

Quilter appoints two new firms to its advice network

The business specialises in providing bespoke and comprehensive wealth advice for high net worth and ultra-high net worth clients across the sports, media and entertainment sectors.

Utmost Wealth Solutions Appoints Head of Wealth Protection for Spain and Latin America

Diego brings over 25 years of experience in financial advisory services

Another Big Bank Veteran Joins Lombard Odier

He reports to Marc Giesbrecht, deputy chief investment officer (CIO) under CIO Michael Strobaek.

Quilter adds pair of firms to adviser network

Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join

Coutts hires former Hawksmoor Top 100 star James Clark

Clark will join the wealth manager’s fund research and investment strategy team.

Rathbones appoints another Brooks veteran in London office

Charles Williams will join former colleague Matthew Fry in the firm’s London office.

On the Move: J.P. Morgan Private Bank Welcomes James Donovan

He delivers J.P. Morgan’s word-class capabilities

Wecan Group appoints former UBS banker as CEO

His career also includes the major bank UBS.

Erik Karanik Named Head of WIM Independent Solutions

In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.

Stratos recruits $700m former Osaic affiliate

Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.

Executive Moves