Managers of Wealth

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

Kaiser Partner Privatbank AG strengthens its Board of Directors with Thomas Süssli

His core areas of expertise include geopolitics, security and cybersecurity, as well as digital transformation.

She left Citigroup after 18 years as one of its top women. Why Ida Liu chose HSBC as her next move

She was one of Citi’s seniormost women before her departure.

Lombard Odier further strengthens Asia leadership team with appointment of Edwin Tan

He joins from DBS, where he most recently served as Market Head covering Thailand, the Philippines and Vietnam.

Arcpoint lands mandates from trio of Sydney wealth firms

The outsourced chief investment officer firm has landed a mandate from three Sydney-based private wealth firms.

Claude Penneveyre will become team leader of wealth management.

In this position, he will report to Alexandre Stumm, Head of Sales and member of the bank's management board.

Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board

The move is designed to deepen the firm's institutional credentials and accelerate its global growth ambitions.

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

Ex-player’s financial services career was most recently with JPMorgan Private Bank.

RBC Brewin Dolphin Aberdeen recruiting a Wealth Administrator for Financial Planning Team

As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

Pictet WM recruits from UBS for Asia CIO

Switzerland's Pictet Wealth Management hires ex-UBS two decade veteran regional chief investment officer.

Santander UK appoints Kitty McCormick as CEO of Cater Allen Private Bank

Kitty assumes the role following a three-year tenure as Head of Private Banking at Santander UK, prior to which she spent 12 years supporting private banking customers and leading development operations at NatWest and Coutts.

Leadership Change in the Geneva Region at UBS

Marc Genova will take over as Head of Wealth Management Geneva and Regional Director as of July 1.

Welcome to Claudia Marigliano and Pedro Hernandez!

Claudia brings over 30 years of experience in private banking and international wealth management.

UBS Hires Financial Advisor Brad Gillin in New York City

He will report to Senior Market Director Tom Conigatti.

Praxis appoints Luke Cornish as Client Services Director in Jersey

In his role at Praxis, he leads a Jersey-based team providing coordinated support across a broad range of asset classes, including commercial and residential property, private equity and chattels.

HSBC Appoints Desmond Kuang as Chief Investment Officer, Asia

He is an active member in the bank’s Global Investment Committee, a governance body which periodically analyses and develops asset allocation strategies for its clients.

Standard Chartered Appoints Head of Coverage

She will also have a dual reporting line to Mary Huen, CEO, Hong Kong and GCNA.

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Executive Moves