Managers of Wealth

Ex-J. Safra Sarasin Banker Joins Crypto Wealth Firm

Effective August 1, she will be responsible for building a digital asset-friendly family office platform.

Former Rothschild Asia head joins digital asset wealth firm

The private banking veteran will focus on strengthening its offerings for ultra-high net worth clients and family offices through a digital asset-friendly platform.

Ex-Fairstone executive joins Westminster Wealth

He will also collaborate with the head of recruitment to identify and onboard advisers who align with Westminster Wealth’s values-led culture.

Westminster Wealth announces new Director of Business Operations

Mark Hewson, former Divisional Director of Fairstone, will focus on implementing the firm’s strategic vision, identifying and onboarding advisers.

One Swiss Bank CEO exits following Gonet merger

Grégoire Pennone will not seek employment within the Arab Bank Switzerland Group, which Gonet is a part of.

J Safra Sarasin repositions bond fund with new managers

The group transitions its global government bond fund to a global corporate bond fund.

UBS Asset Management: New Head of Sales of ETFs and Index Funds

UBS sees the latest appointment as a strategic step to further expand its ETF business globally.

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

Former Asia Head of Rothschild joins Digital-Asset Wealth Firm Metalpha

She will be focus on building a digital asset friendly family office platform, effective on August 1, 2025.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

BLKB CEO and chair to quit bank earlier

Deputy chair of the board of directors Nadia Tarolli Schmidt and deputy CEO Christoph Schär are taking on their bosses' roles on an interim basis.

Managing director and fund manager leave Bellevue Germany

The Swiss asset manager had already announced that its German subsidiary will become a sales unit.

SEI Appoints Karin Risi and Tom Naratil to Board of Directors

Evolution of Leadership Supports SEI’s Transformation and Commitment to Long-term Growth

New CIO for Brennwald & Partner

The economist with a doctorate brings more than 30 years of experience in asset management, investment consulting, and client service.

Ex-VP Bank executive joins Vaduz IAM as CEO

Martin Jonasch has joined GN Finance after the previous CEO left to pursue a position in government.

Robeco appoints new CIO

Anton Eser to take on the role

Alex Ham joins Barclays as Global Chairman of Investment Banking

He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital.

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

HSBC GPB Strengthens Southeast Asia Coverage with New Appointments

His new position will focus on strengthening ties between HSBC’s domestic businesses and its offshore private banking operations.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

Executive Moves