Managers of Wealth

Julius Baer sheds 400 jobs, downsizes executive board

The company’s executive board has now been trimmed from 15 to 5 members, as the bank eyes another CHF110m in cost savings.

Stonehage Fleming Appoints Alasdair McLaren As New Director in Family Office Division, Guernsey

Alasdair and Patrick will both report to Gillian Ralston Jordan, Partner and Head of the Family Office in Guernsey.

Julius Baer Thai JV appoints new CEO

Adrian Mazenauer will lead the joint venture between Siam Commercial Bank and Julius Baer.

Stonehage Fleming Investment Management Announces Promotion of Nick Burchett

Nick has demonstrated his deep knowledge and investment experience managing two of our flagship funds alongside Paul.

Westpac : Chief Executive, Business & Wealth

He joins Westpac from the Commonwealth Bank of Australia, where he is Executive General Manager, Regional and Agribusiness Banking in Business Banking.

Northern Trust Asset Management Expands Global Quantitative Investment Strategies Team Series of Appointments

Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation

Greek wealth manager promotes selector to co-CIO

Dimitris Dalipis has stepped into the role of co-CIO alongside Chris Aesopos, the firm’s chief executive.

Standard Chartered PLC appoints Maria Ramos to succeed José Viñals as Group Chair

She has extensive international non-executive and Chair experience as well as a deep understanding of operating across emerging and developing markets.

Barclays Private Bank appoints head of investments for Switzerland and Dubai

The senior hire was previously at Pictet focusing on the Middle East region.

Carlyle-backed wealth manager Hurst Point appoints new CEO

Andrew Westenberger succeeds Ian Gladman at the parent group of Hawksmoor and Argentis.

J.P. Morgan Asset Management Names Japan CEO

In the role, she will be responsible for driving the strategic direction and accelerating the growth momentum of the Japan business

Singaporean Investment Boutique Appoints Swiss-Based DACH Head

Effective immediately, Fabian Huber will take on the role of DACH head at White Oak Capital Management (Switzerland)

Schroders appoints Firetrail's Doyle for investment director role

Doyle will report to Ray Macken, Schroders’ head of client group for Australia and New Zealand.

GAM Investments hires new European Equity team

These strategic hires underscore GAM's steadfast dedication to providing clients with access to unparalleled investment expertise and exceptional outcomes.

Ex-MBaer Merchant Bank CIO resurfaces at UBS

Francesco Mandalà returns to UBS for a third time in his career, after a gardening leave of four months following his departure from MBaer.

Hoxton Wealth names Taylor Sallery as commercial director for Americas

He is based in Miami, Florida

Broadridge appoints Stephen Wilkes as head of buy-side sales

In his new role, he will lead Broadridge’s sales efforts across the EMEA and APAC regions, focusing on asset managers and fund administrators.

LGT Wealth Management welcomes new Partners amid continued growth

This announcement demonstrates the significant contributions of both LGT Wealth Management’s long-standing colleagues as well as eight senior Investment Managers who joined the firm through the 2023 abrdn acquisition.

Wealth Management hires Ortolani as senior reporter

He is focused on deals, moves and trends in the registered investment advisor space.

City National Bank Shuffles Leadership: JaHan Wang, Abel Montañez Take Over Entertainment and Private Wealth Management as CEO Kelly Coffey Exits

Both Wang and Montañez are part of City National’s senior management team.

Executive Moves