Managers of Wealth

Gresham Promotes Leisa Storbeck to Lead Client Service Team

She has also been instrumental in guiding families through the complexities of inherited wealth.

FNZ heavyweight returns to EFG Harris Allday as Killingbeck exits

Edward James replaces Richard Killingbeck, taking responsibility for expanding the business in the Midlands three decades after being a graduate trainee with the firm.

Raffles Family Office Welcomes Abdullatif Kanoo as Board Advisor amid Global Expansion

Abdullatif will play a pivotal role in guiding RFO’s strategic expansion into the Middle East, a key growth region for the firm.

René E. Faría Joins Insigneo to Strengthen Its Network in New York

This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

Another Global Leader at UBS Moves to Asia

This is in addition to his current role as COO of the bank’s wealth management unit globally.

HSBC Announces New Round of Leadership Changes

This includes the exit of private banking CEO Annabel Spring.

Raffles Family Office Names MidEast Board Advisor

Based in Abu Dhabi, he will be pivotal in guiding the multi-family office's strategic expansion into the Middle East.

UBP Appoints New Group Chief Risk Officer

Earlier this year, he took on the role of Deputy Director General at the Fédération des Entreprises Romandes (FER Genève).

UBS GWM's COO to relocate from Zurich to Singapore

Wiwi Gutmannsbauer has been named chief operating officer of UBS Apac, in addition to his current role as COO UBS Global Wealth Management.

Rothschild & Co team head becomes boss of private equity boutique

Aaron Keller is the new CEO of Baar-based Novastone Partners, which runs several private equity funds.

Zurich banker association elects UBS stalwart as president

Patrick Müller becomes president of the Zürcher Bankenverband, which represents more than 70,000 staff at banks and insurance companies in the Zurich economic area.

ESG Integrated Disclosure Project (“IDP”) Announces New Leadership Team and Updated Reporting Template

Effective January 1, 2025, the ESG IDP has expanded its executive leadership team from two to four members.

Quilter advice network welcomes five new firms

Quilter Financial Planning has announced that it has welcomed five new appointed representative firms to its advice network.

Banque Heritage further expands its Private Banking teams

These recruitments are in line with the Bank's growth strategy and will support the increase in assets under management.

Deutsche Bank Reshuffles Operations Team

In the expanded role, she has various responsibilities including heading «change-the-bank» initiatives across the whole APAC wealth management platform.

Nordea Asset Management boosts distribution team with dual hire

Most recently, Elks spent two years leading global business development at Royal London Asset Management.

Deutsche Bank appoints Leo Yin as president of China

Yin is also head of global corporate coverage for China, and is based in Beijing.

Rathbones appoints two new Investment Directors

Rob Broughton joins with a wealth of experience.

Raymond James firms up CEO succession plans for 2025

The firm said in May that current leader Paul Reilly would be stepping down.

Evelyn Partners names former Close Brothers man as head of intermediaries

He joins with close to 40-years of experience in the wealth management industry

Executive Moves