Managers of Wealth

LPL Welcomes Shorepoint Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.

Senior UBS private bankers join wealth firm in Geneva

Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.

LGT Wealth Management appoints Investment Manager for Jersey team

Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.

Ares builds up wealth team with Fidante poach

The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.

Sovereign Channel Islands appoints new MD

He joined Sovereign in 2019 as in-house legal counsel and joined the Sovereign Pension’s board in 2022.

Oddo BHF goes on the offensive in Switzerland

“The strong commitment to the Swiss capital market opens up further perspectives for Commerzbank’s corporate customers in Switzerland,” says Gernot Kleckner , Head of Capital Markets in the Corporate Customers segment at Commerzbank.

Nomura hires Ong Kin Yok as Malaysia, Singapore MD, team head for international wealth mgmt biz — Reuters

Prior to HSBC, Ong was with UBS, where he held various positions, including senior client partner of the global family office for the ultra-high-net-worth clients

Laïla Rochat becomes partner at Schellenberg Wittmer

With her pragmatic and strategic approach, she delivers tailor-made and innovative solutions in tax matters.

UBP Middle East CEO exits

Mohamed Shoukry was CEO of UBP's Dubai-based subsidiary, which employs over 40 staff to cover the region.

Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

New partner for Geneva asset manager

The asset manager announced this on Wednesday.

Impax cuts 30 jobs after £5bn SJP blow

The sustainable asset manager has cut 10% of its workforce to make up for the loss of a huge SJP mandate.

LGT WM hires Evelyn’s international investments head

Chris Golding joins LGT Wealth Management’s Jersey office after nine years with Evelyn Partners.

UK Finance Billionaire Hires JPMorgan Veteran as Wealth Adviser

He joined in December, the same month J Douglas Rhoten, 70, stepped down from a similar role at the London-based firm, the filings show.

EQ Investors recruits Alistair Yeoman as BDM

EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds

Proposals of the Board of Directors of BEKB to the General Meeting of 13 May 2025

The Board of Directors is proposing Petra Kalt as a replacement to the General Meeting.

Vontobel announces changes to its Board of Directors

He served as CEO of Vontobel from 2011 to 2023, having previously been a member of the Executive Committee in various leadership roles across the organization.

Oak appoints new Private Client Managing Director in Guernsey

In her new role at Oak, Julie will lead Guernsey’s private client team.

Citi’s UK Private Bank Head Knowland to Depart After 20 Years

Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.

StanChart to Open Hong Kong’s Sixth Wealth Center

The goal is to attract $200 billion of net new money and deliver double-digit compound annual growth rate for income from its wealth solutions over the next five years.

Executive Moves