Managers of Wealth

Former Value Partners CEO resurfaces at Axial Partners

The industry veteran has joined the asset management arm of Hong Kong-based Prive, which is known for its EAM technology and services.

UBP impact investing co-head exits for M&G

Charlie Anniss launched UBP’s Biodiversity Restoration strategy and co-managed its Positive Impact Global fund.

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

J.P. Morgan PB Adds Managing Director in Hong Kong

Based in Hong Kong, he will serve the needs of family offices and non-profit organizations in the region.

Zurich alts boutique names new CEO and CIO

Petiole AM has announced that current COO, David Edman, will be the chief executive while newcomer Wassim Jomaa will be the CIO.

BCV’s Broye regional private banking head to retire

Hubert Joye plans an early retirement, following nearly seven years in the role.

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

BNY Wealth names new Middle East market president

The firm is looking to expand its wealth channel in the region with the appointment of a new market president.

Portas Capital hires partner from fellow Zurich IAM

Marc Veranneman becomes a partner at the independent investment adviser and asset manager, joining from Swisspartners Group.

Nomura's North Asia wealth head departs

The bank announced changes to its North Asia reporting line following a big departure.

Mandatum appoints Janne Sarvikivi as Head of Institutional and Wealth Management Segment

He will report to the Group CEO Petri Niemisvirta.

Quilter Cheviot hires Peter Gorogh as head of proposition

He will report into Michelle Andrews, managing director – distribution, proposition and marketing.

Redmayne Bentley appoints first independent Chair of its Main Board

He replaces David Loudon, who has been with the firm for over 30 years in roles including Joint Chief Executive.

Standard Chartered appoints David Hardoon as Global Head of AI Enablement

This appointment reinforces the Bank’s commitment to leveraging advanced analytics and AI to drive innovation and maintain its competitive edge in the industry.

Rothschild & Co’s UK Wealth Management business makes trio of appointments to bolster regional presence

Edward Binks joins the business in Leeds as a Director, alongside Alison Probert who in 2022 set up and heads Rothschild & Co’s Leeds Wealth Management office.

Surprising CEO change at Aquila

The Board of Directors has appointed Jürg Furrer as her successor , who will assume his new role at the beginning of May 2025.

MASECO Private Wealth Announces Seven New Partners

This announcement marks a significant milestone in MASECO’s journey as it continues to strengthen its leadership and commitment to delivering exceptional wealth management services.

Blue Owl completes local private wealth team

Previously, he held business development roles at Clime Investment Management and Grant Thornton.

BlueOrchard appoints Michael Wehrle as Chief Executive Officer

Prior to joining BlueOrchard, Michael held various management roles at Partners Group in Switzerland and the UK.

Swiss private equity trailblazer to leave Rothschild & Co

Jacques Chillemi co-founded Hermance Capital Partners and previously worked as private equity head at Pictet.

Executive Moves