Managers of Wealth

40 Under 40 selector leaves BIL Manage Invest for single family office

Caterina Russo has left the firm, and the city of Luxembourg, for Italian pastures.

Oak Guernsey bolsters leadership team with new client director hire

Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

Migros Bank elects ex-BEKB CFO to board

Schärli Alois ex-BEKB CFO and deputy CEO has been appointed to the board of directors at Migros Bank.

Quilter Cheviot hires Phil Ross to its equity research team

He joins the company from Exane BNP Paribas, where he was the lead analyst for European reinsurance companies.

Fidelity International Names China General Manager

Based in Shanghai, he will report to Helen Huang, chairman of FIL Fund Management (China).

Barclays hires Marc Warm as Global Co-Head of Capital Markets

Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.

AWIM adds Head of International Wealth Management

Aisa Wealth & Investment Management has appointed Jez Bezant as Head of International Wealth Management.

Two new members on the Board of Directors of BancaStato

The two new members of the Board of Directors have significant experience

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

Escala poised for overhaul strategy

Two senior executives - co-chief executive Pep Perry and investment chief Tracy McNaughton - are expected to leave the firm in June.

Rathbones Asset Management appoints specialist to multi-asset team

He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.

UBS Revitalizes Global Wealth Management Division with Strategic Reshuffle

This exciting development was revealed through an internal memo shared on Tuesday, jointly issued by the co-heads of Global Wealth Management (GWM), Iqbal Khan and Rob Karofsky.

Banque Cramer hires hedge fund expert as portfolio management head

Christine Ravioli has joined Banque Cramer in Geneva following roles at Union Bancaire Privée and Pictet.

StanChart Expands UAE Private Banking Frontline

He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.

Barclays PB hires from JPM PB for North Asia team leader

The bank has plans to double its headcount from around 10 currently.

Mirabaud hires RBC Wealth bespoke specialist for UK push

David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.

Angeles Wealth Management Appoints Cameron Rogers as Partner

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Julius Baer Guernsey enhances team with two promotions

Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.

Hong Leong Bank taps Citi for new wealth COO

The bank has recruited a new head of operations and transformation.

Executive Moves