Managers of Wealth

HSBC Hires Ex-Citi Executive Ida Liu to Lead Its Private Bank

Liu replaces Gabriel Castello, who was appointed interim chief executive officer of the wealth business late last year, when Annabel Spring stepped down as part of a management shake-up under group Chief Executive Officer Georges Elhedery.

Change in TKB management

Starting in 2026, current management board member Tobias Hilpert will head the new Private Banking division.

Deutsche Bank PB relocates Singapore FO advisory head to Dubai

The German lender has reshuffled its top management in its investment managers unit across Singapore, the Middle East and Europe.

LVMH appoints new managing director at Bulgari, Laura Burdese

Burdese will report to Stéphane Bianchi, deputy managing director of LVMH and CEO of LVMH Watches and Jewellery.

UBS Asset Management appoints Barry Gill and Sonja Laud as Co-Heads of its Investments business

UBS Asset Management will combine its direct public and private markets capabilities within its expanded Investments business under the joint leadership of Barry Gill and Sonja Laud

SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition

Northern Trust Announces Leadership Changes

All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team.

Vontobel Manager Becomes Partner at Asset Manager

A former Vontobel client account manager has become a partner and head portfolio management at Cresta Capital Partners.

Ex-Lombard Odier RM joins Geneva IAM

Suzan Dalva, vice president and relationship manager at Lombard Odier, has joined Gyra Asset Management.

New member of the management board as of January 1, 2026

Andrea Kohler will join the management board of BANK ZIMMERBERG AG on January 1, 2026.

Jefferies Adds Alessandro Parise as Wealth Management International Manager

Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business

Arbuthnot Latham Hires Two New Private Bankers to Bolster the Bank’s Media Team

Their appointments bring the total number of bankers within the Media team to 15 and further strengthens Arbuthnot’s offering.

Lombard Odier hires Asia wealth planning head in triple swoop

The Swiss bank has added veteran bankers across its Hong Kong, Singapore and Tokyo offices.

Coller Capital opens Tokyo office in Japan wealth drive

The $50bn secondaries office opens its sixth office in Asia Pacific, recruiting a team of two for its Tokyo outpost.

BNP Paribas Wealth Management Switzerland: Key roles filled

In his new role, Marc Schnurrenberger reports to Yusuf Savmaz , CEO of Wealth Management Switzerland.

W1M boosts US wealth and charity teams in triple hire

The trio join the W1M from Tanager Wealth, 7IM and CCLA.

Axis Bank to add 50 private bankers to expand wealth management operations

Burgundy Private currently employs around 250 bankers and manages around $27.4bn as of September 2025.

Raymond James IM names Jeff Ringdahl as new president

Ringdahl will be responsible for leading the growth strategy and direction of the business

IQ-EQ appointment targets luxury assets

UHNWI yachts and aviation in focus

Changes to UBS’s Group Executive Board

Pending the appointment of a permanent successor, Chris Gelvin will act as interim Head Group Technology, in addition to his current role of Chief Operating Officer, Group Technology.

Executive Moves