Managers of Wealth

CredAg CIB Announces Newly Created Role in Hong Kong

Based in Hong Kong, she reports to Christophe Crétot, head of international trade & transaction banking (ITB) for APAC, and Olivier Miet, deputy global head of financial institutions, ITB.

Vontobel promotes MD to market head of Nordics

Göran Håkansson has been with the company for over eight years. The firm has also onboarded quantitative portfolio manager, Thomas Rauh.

Franklin Templeton adds Schroders hire to EMEA alts wealth team

The group expands the team as its first open-ended fund for investors in the region has surpassed $1.5bn.

Ex-UBS Private Banker Joins Indian Asset Management Group

Prior to that, he held other senior roles at Credit Suisse, UBP and Citi.

HSBC Appoints Commercial Chief for Wealth Business

He will relocate from New York to Hong Kong and report to IWPB CEO Barry O’Byrne.

SEI Appoints Jeff Benfield as Chief Product Officer

Centralized Product Development Accelerates Enterprise Innovation and Delivery

Ex-HSBC head joins Deutsche Bank

Market head and ultra-high net worth desk head for Swiss international, Kouroche Achtari has been appointed the private banking head of Suisse Romande in this newly created role.

7IM appoints Antony Cockle as Sales and Development Director as platform transformation enters next phase

Antony takes over from Andrew Donald, who has played a key role in building and strengthening the sales team over his 18 years with the business.

Edmond de Rothschild Asset Management appoints Dominik Kremer as Head of Distribution for Germany and Austria

Dominik Kremer joins Edmond de Rothschild Asset Management with the objective to further develop and drive business activities across liquid and illiquid capabilities in institutional and wholesale channels.

Senior Bellevue Executive Moves to ILS Boutique

At the US-based ILS specialist, he is responsible for expanding and maintaining investor relationships in Switzerland and Italy.

ZKB names systematic strategies head in asset management

Gianluca De Nard joins from OLZ.

Highvern begins 2026 with a new round of promotions

Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.

Choreo hires Edelman alum as wealth head

Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo.

Wealth Club hires Susannah Streeter as chief investment strategist

Prior to that, she was at the BBC’s Economics and Business Unit as a senior correspondent and financial news anchor.

DNB AM hires French-speaking head

Bénédict Fatio has joined the Norwegian subsidiary to further develop French-speaking Europe.

Former Citi Banker Joins UBS’ Australia Wealth Team

UBS Global Wealth Management has hired Carl Ashton to its Australia international team in Singapore

UBS Team With $660 Million Joins RBC in Los Angeles

They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian.

Certuity Expands National Leadership Team with Strategic Advisor Appointments Across Key Markets

In October, Certuity appointed Giuliano Celle as Managing Director and Head of Institutional Wealth, based in New York City.

New Year Promotions at Crestbridge Family Office Services

One of four promotions within the client services team, Charlotte Williamson has been made an Associate Director.

Envestnet, Inc. Appoints Sue Burton as Chief Marketing Officer to Accelerate Growth and Reimagine the Digital Experience

She has been charged with building an integrated marketing engine, strengthening Envestnet's market leadership