Managers of Wealth

Urs Monstein becomes Chief Executive Officer of VP Bank

Over the last few months, he has impressed with his leadership as well as his understanding of the corporate culture and the priorities in implementing the Bank’s strategy.

Radicant hires ex-LUKB manager to lead three sustainable impact funds

Matthias Rüegg joined digital bank, Radicant, this month.

BlackRock Appoints Head of South Korea

Based in Seoul, he will be responsible for developing and executing the firm's long-term business strategy in the country.

Invesco hires UBS MD as global head of product

Emily Kulback has held senior asset management roles at UBS, Credit Suisse and DWS.

New Head of Communications from March 2025

She succeeds Daniel von Arx, who has held this position for over 29 years and will concentrate on strategic projects at LUKB as Senior Communications Advisor until his regular retirement in 2027.

Lombard Odier brings veteran banker on board

He will take up the position at the beginning of March 2025

Boutique poaches Premier Miton European Opps manager

Russell Champion will join Goodhart Partners to launch a global small cap fund.

Asian Private Banking Heavyweight Joins CBH

She will also lead the Asia regional committee.

Amundi Announces the Appointment of Florian Neto as Head of Investment, Asia

In his new role, he will oversee Amundi’s investment activities across the region, excluding Japan.

Wealth boutique hires Richard Penny from Lansdowne Partners

The deal, which includes the transfer of three funds, marks the exit of another highly-regarded former Crux manager.

Investec W&I’s charities head to leave at end of 2024

Nicola Toyer, who ran the firm’s £3.3bn charity division, becomes the latest significant figure to exit.

Quilter Cheviot hires Colin Rowe as new head of advice

He will oversee Quilter Cheviot’s UK-based financial planning team and work closely with other executive committee members to support the firm’s multi-channel distribution strategy.

Jan Weissbrodt becomes Head of Financial Markets & Regulation at the SBVg

Jan Weissbrodt started his career as a tax advisor at Wedding & Partner Steuerberatungs- und Wirtschaftsprüfungsgesellschaft mbH in Frankfurt am Main before moving to Credit Suisse in 2010.

Barclays hires investment head for Swiss private bank

Mathias Gonzalez joins following stints at Pictet, JP Morgan, Goldman Sachs and Merrill Lynch.

Ortec Finance Announces Key Additions to Executive Team: New Chief Financial Officer and HR Director

These appointments reflect our commitment to building a world-class leadership team that will help propel Ortec Finance forward.

Wilmington Trust hires head of wealth management

Along with her new duties, Roberts will be joining the Enterprise Leadership Team (ELT) at M&T Bank, which determines the general course of the bank's operations.

Manulife Cuts 2.5% of Staff in Wealth and Asset Management Unit

The Toronto Star reported earlier that the firm is eliminating 225 jobs.

Franklin Templeton names new Global COO for Wealth Management

He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.

Ninety One hires from Muzinich for intermediary head

Andrea Ng joins as head of Southeast Asia adviser business, following John Cappetta's departure in September.

Franklin Templeton hires global COO for wealth alternatives

George Stephan’s responsibilities will include overseeing product innovation in alternative investments.

Executive Moves