Managers of Wealth

Integritas appoints Richard Gomersall as Senior Wealth Partner

He joins after five years at Rathbones Group, latterly as Head of Client Development.

Nucleus appoints Strategic Account Director

Prior to this he spent 5 years at Aberdeen Standard Investments as 3rd Party & Major Distribution Director and has also held senior roles at AXA Elevate and Cofunds Ltd.

Nucleus appoints commercial delivery director

Laura joins Nucleus after seven years at NatWest Group as managing director of strategy for Coutts.

Quilter Investors adds to Manager Research team with new hire

Prior to this, he was an investment analyst at LGPS Central Limited, and has worked across global financial institutions in analytical roles.

Barclays Names Asia Private Banking Head

As part of the appointment, Singapore head of private banking Evonne Tan will shift her reporting line from head of UK international private bank James Penny to Singh.

Banque Bonhôte’s chief client officer exits

Chief executive Yves de Montmollin has taken over management of client-facing services after the departure of André Del Piero.

Governance changes at Hyposwiss Private Bank Genève SA

The new governance structure, effective from 1 July 2023, is a natural development within the Group, as Alain Bruno Lévy was Vice-Chairman of the Board of Directors and Albert Lawi was Deputy Chief Executive Officer.

WRISE Unveils New Businesses and Appointments

WeWrise is a comprehensive corporate services organization that serves as a foundation for ultra-high net worth individuals and high net worth individuals looking to first structure their wealth.

Private Equity Fund Manager Tembusu Partners and Swiss Reuss Private AG Backs Leading Wealth Management Veteran Jonathan Ng in New Multi-Family Office

With over 25 years of extensive experience in renowned financial institutions, Jonathan brings a deep understanding of the Southeast Asian market and a remarkable track record of success.

New leadership at One Four Nine Group

Gabrielle replaces Matthew Bugden who has stepped down from his role to devote more time to his family.

Dagmar Laub becomes the new Head of Communications & Public Affairs at the SBA

The Board of Directors of the SBA unanimously confirmed Dagmar Laub in this function.

Wealth management head at Bern's DC Bank to step down

The bank, which was founded by the city of Bern, is looking for a new person to take on the role.

M&G Wealth Advice appoints Matthew Ings as Head of Academy

Prior to this, Matthew held a number of senior training and sales roles at companies including Bank of Scotland Investment Service and Barclays Financial Management.

RBC Brewin adds 50 years of planning expertise in Aberdeen

Ricki Garden and Louise Ritchie headline five appointments to the firm’s Aberdeen office.

EFG Reshuffles its APAC Management

EFG appoints four new market group heads as part of the realignment of its management structure in APAC to further drive the bank's growth strategy in the region

UBP Expands Front Office in Singapore

Prior to UBP, Hananto led a Southeast Asia team at EFG Bank and served as vice chair of Southeast Asia at Bank J. Safra Sarasin.

IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards

IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.

Standard Chartered names two HK heads of managed investments

Standard Chartered has filled the position of its wealth management head of managed solutions through an internal reshuffle at its private bank.

EFG: Asia Added 30 Bankers in 2023

Globally, EFG is aiming to add about 100 private bankers in 2023.

M&G appoints new Wealth CEO

Most recently, she was CEO of abrdn Personal Wealth, and CEO and Executive Director of wealth manager Brooks Macdonald Group plc.

Executive Moves