Managers of Wealth

Sanctuary Wealth Partner Firm G Squared Private Wealth Adds Advisor Brandi Cooper to Team

Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture

Joe Duran to Leave Goldman Sachs

Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.

Citi hires ex-Sanlam Private Wealth boss Penny Lovell

Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.

Brooks Macdonald finance boss joins True Potential

Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.

abrdn CIO for multi-asset solutions exits after four years

Aymeric Forest departs

SEBA Bank Appoints Amy Yu as APAC CEO to Drive Regional Growth

She previously played an instrumental role in regional and institutional growth strategies for market leaders in the crypto industry, a global derivatives exchange and prime broker.

Bank Julius Baer Deutschland AG expands the Management Board

This expansion of the Management Board underscores the sustained growth of the bank in Germany.

Brooks Macdonald chair steps down over health issues

Alan Carruthers resigns to fully recuperate

Former ZKB CEO Joins Board of Asset Manager

The Belvédère board will be composed of Rolf Boegli, David Garcia, Urs Gauch, Martin Landolt, and Martin Scholl

EFG Asset Management appoints global head of fund research

Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.

Lausanne digital assets specialist expands executive team

Two former IBM employees have joined Metaco.

Glarus wealth manager adds ex-ZKB CEO and two others to board

Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.

Pictet announces full-year 2022 figures and change on Board of Partners

Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.

Suntera Global enhances client proposition with Corporate Head appointment

Global professional services provider announces new appointment to support the continued growth of its burgeoning corporate division.

Focused Wealth Management’s Anthony DiCapua joins the Board of Directors for SUNY Orange Foundation & Alumni Engagement

This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.

REYL Intesa Sanpaolo appoints Frédéric Le Hellard as Chief Operating Officer and Tatiana Carruzzo as Head of Asset Services

The Bank has also appointed Tatiana Carruzzo as Head of Asset Services, focused on delivering excellence in custody, administration, legal representation and paying agent services for institutional investment fund clients.

Vaudoise Versicherungen Holding AG: The Board of Directors proposes Nathalie Bourquenoud as a new member of the Board of Directors

She is to succeed Chantal Balet Emery, whose mandate expires at the 2023 General Assembly.

Executive Moves