Managers of Wealth

IQ-EQ Guernsey appoints Client Services Director

He is a South African Chartered Accountant and a holder of the IoD Diploma in Company Direction.

Oak announces new Deputy Managing Director in The Bahamas

She is widely recognised for her deep expertise in trust and estate planning, compliance and risk management, as well as her strong ability to enhance operational procedures and drive efficiencies in reporting and client servicing.

Evelyn adds 2 senior Financial Planners

Sukaina Karim-Hussein has been appointed director, Financial Planning, while Hector Millar has become associate director, Chartered Financial Planner.

Certuity Expands Institutional Wealth Platform with Appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth

He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.

EFG International creates new sustainable investing chief role for insider

Melanie Beyeler assumes the role of global head of sustainable investing, alongside her position as a fund manager.

HSBC Private Bank names interim Swiss CEO

Chief financial officer Daniel Calado has stepped into the role of CEO on an interim basis.

GAM names distribution and product lead

He previously spent four years at GAM as group head of sales and distribution, having joined from Man Group's Sydney office before relocating to Asia and then London.

Top HSBC wealth executive Trista Sun to leave bank

HSBC was reducing staff numbers at its China digital wealth business - called Pinnacle - by nearly half, or about 900 people, Reuters reported in February, citing two sources.

Changes to the UBS Board of Directors

Lukas Gähwiler decides to retire after 45-year career in financial services; will not stand for re-election to UBS Group AG Board of Directors.

We are delighted to announce the appointment of Jonathan Ginnelly as Partner of Private Client Tax Services

This appointment forms part of Crowe Ireland’s ongoing strategy to invest in its tax practice and build specialist teams to meet the evolving needs of clients and the market.

Quilter Cheviot International welcomes Maria Gardner as investment director in Jersey

The hire bolsters Quilter Cheviot's ability to provide a consistent offering to higher net worth clients across the UK, Europe and internationally.

Broadridge names Anne-Sofie Strandberg senior country officer, Nordics

Her appointment underscores Broadridge’s continued commitment to the Nordic region and reflects its broader strategy to strengthen leadership and accelerate international growth.

Ascot Lloyd hires Brewin investment director to head investment arm

StJohn Gardner will oversee Ascot Lloyd Investment Management, taking the role vacated by Stephen Lloyd at the beginning of this year.

Regis Burger appointed CEO of Julius Baer Middle East

Burger will also continue in his current role as Head of Middle East and Africa

Oberon Investments - Former Hawksmoor Exeter Team Joins Oberon

Former Hawksmoor Exeter Team Joins Oberon Driving Major Regional Expansion

Indosuez WM appoints four ex-Bank of Singapore private bankers

The senior hires at the French wealth manager are based in Hong Kong.

Tim Alexander becomes Head of Marketing & Corporate Communications at Swiss Life Asset Managers

In this role, he will leverage his extensive experience in transforming teams and modernize marketing and communications as a joint corporate function to further support our growth.

Jane Fraser Elected Chair of Citi's Board of Directors

The Board also granted Fraser a one-time equity award, consisting of Restricted Stock Units with a grant-date value of $25 million and 1.055 million Citigroup stock options.

Praxis expands its UAE team with two strategic appointments

Their appointments support Praxis’ continued growth in the region, where demand for high-quality, on-the-ground fiduciary support continues to rise.

BOS Hong Kong market head joins Indosuez WM

Apart from its senior hire, the French bank has also lost a Hong Kong market head.

Executive Moves