Managers of Wealth

Titanbay hires BlackRock veteran for CEO post

Michael Gruener joins the firm as co-CEO, sharing the role with Ossama Soliman.

Step Fourth: Welcome To Our New Joiners

Welcome onboard to Sabin Lungu, Danielle Dawson and Jack Johnston.

EFG Bank recruits intermediaries relationship manager from VP Bank

With the latest hire, EFG Bank von Ernst continues its intermediary recruiting drive in Vaduz.

Asset Risk Consultants appoints new Deputy Chief Investment Office

Dr James Cooke rejoins Asset Risk Consultants as Deputy Chief Investment Officer as the firm expands its CIO function to enhance client propositions.

Boutique’s CIO steps down to launch investment process outsourcing firm

Silvio Halsig's new firm, Pyrrha Capital, is based in Zug and provides tailored services for asset managers.

HSBC Appoints Group CFO

Kaur has nearly 40 years of experience, having worked for various international banks in the UK and the US.

Lombard Odier appoints Mark Goddard as UK CEO

In his role, Mark Goddard will oversee the London office for the Bank’s private client division, leading its team of bankers and investment specialists, and continuing to drive Lombard Odier’s strong growth trajectory in this strategic market.

Helvetia is reorganizing distribution and taking early action in appointing a successor to the distribution head as of 2026

This role groups together distribution channels with direct customer access in the domestic market of Switzerland, ensuring their optimal interaction for customers.

CBH Swiss Banking Company becomes new CEO

This appointment, which is effective immediately, follows the retirement of Philippe Cordonier.

PKB renews and strengthens its Group Wealth Solutions unit

Both functions will report directly to Alfonso Rivolta.

Brown Advisory further strengthens Private Client team with appointment of Tessa Pilkington

She joins from Alti Global (formerly Alvarium Investments) where she was part of a team executing M&A transactions and capital raisings to grow the wealth management business.

M&G Expands Intermediary Distribution Team

Based in Hong Kong, she will lead intermediary distribution business across Greater China

Franklin Templeton appoints new VIC sales director

Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.

Perpetual CEO Reilly on turning around asset management

He replaced Rob Adams who had held the role of group CEO since September 2018.

Luxury Retail Leader Chris Chong Joins Raffles Family Office as Board Advisor

Prior to his current position, Chris was the Chief Executive Officer, Retail and Workspace at CapitaLand Investment, a global real estate investment manager.

ZEDRA appoints Peter Brown as Managing Director to lead Luxembourg operations and drive growth

He will enhance the delivery of end-to-end services to alternative fund managers, driving significant business growth and enhancing service delivery in Luxembourg.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.

Multi-family office hires Ruffer manager as deputy CIO

Kate Forsyth joins Hundle after a seven-year stint with Ruffer.

Lombard Odier IM expands wholesale distribution

The company wants to strengthen its business with strategic intermediaries in Switzerland and expand its market share.

Changes in Nordea’s Group Leadership Team

These changes will take effect as of 1 January 2025.

Executive Moves