Managers of Wealth

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.

AA-rated bond fund manager exits GAM

Florian Komac has left GAM, leaving two funds he used to manage in the hands of Daniel Rossacher and Tolga Yildirim.

Connor Reinarman Joins Bradford Wealth Management As Advisor

In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc

Top business lobbyist resigns

The lawyer, who worked for many years as a legal consultant in the Basel pharmaceutical industry and sits on several boards of directors

Sarasin & Partners appoints independent non-executive director

Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel.

Top 100 star exits as Aberdeen moves MPS management

Benjamin Benson exits after a year.

T. Rowe Price appoints head of EMEA distribution

In 2022, Terry transitioned to head of UK & Ireland distribution, where she has delivered strong leadership and strategic clarity

Santander announces Mike Regnier to step down as Santander UK CEO

An appointment process to find Mike’s successor has started.

Seasoned Real Estate Expert Devin Hipkin Joins Allsopp & Allsopp Private Office

In his new role, Devin will focus on providing bespoke advisory services to ultra-high-net-worth individuals, offering them the discretion, confidentiality, and personalised attention that define the Private Office experience.

Evelyn Partners' Andrew Middleton to join Everton FC

The business has begun the process of recruiting a successor.

UBS Florida International Adds Gustavo and Leon Ciobataru in Miami

Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International

W1M continues to scale Private Wealth team with strategic hires

New hires bring a combined 56 years of wealth and financial planning experience to firm’s enhanced client proposition.

Vontobel appoints Dominique Gerster as Head of Corporate Communications

In his new role, Dominique will be responsible for shaping and executing Vontobel’s global corporate communications strategy, including media relations, internal communications and investment PR.

Christian Mähr takes over Head of Corporate Development & People at PostFinance

The Board of Directors of PostFinance has elected Christian Mähr as the new Chief Development and People Officer and a member of the Executive Board.

Schroders Wealth Management appoints two new top positions

The wealth manager is appointing a new European head and a new president for the Swiss unit.

Klay Group appoints Srajan Gupta as Director, Multi-Family Office

In this role, Srajan Gupta will report to Achal Aroura, Head of MFO and will focus on strengthening Klay Capital’s multi-family office platform

Microsoft Switzerland appoints Reinhard Nissl as HR Director

He succeeds Shipra Singh, who has assumed a new position within Microsoft as HR Director for Enterprise Partner Solutions.

BNY Investments names new global distribution head

The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.

Isola Capital Appoints Lionel Neave as Wealth Management CIO

Over the past five years, he has successfully managed a range of Isola Capital’s liquid strategies, which have delivered strong performance despite volatile market conditions.

Truist appoints new leadership for Truist Wealth and Premier teams in Texas

Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director

Executive Moves