Managers of Wealth

Perpetual Wealth Management adds five senior advisers

Perpetual Wealth Management chief executive Mark Smith said the new hires would support the firm's multi-disciplinary wealth management services for high-net-worth clients.

Rothschild & Co adds client adviser to its Wealth Management team in Spain

In this role, he led client-focused teams and managed operations, developing his considerable wealth management expertise.

AmBank Group’s Integrated Wealth Management Welcomes New Managing Director, Chief Executive Officer and Principal Officer

In her new role, she focuses on developing the wealth management business, comprising the fund management division, private banking, and retail wealth, to offer holistic wealth management solutions for our growing clientele.

Andrew Lee departs CIMB Private Banking

Lee is retiring after 13 years at the Malaysian bank.

Rothschild & Co Wealth Management Belgium is pleased to announce the appointment of Jean-Baptiste Van Ex as Senior Adviser.

He began his career in London before moving to Paris to work in international financial firms.

Vontobel appoints new Head of Clients International

She joins from the investment firm Robeco.

Coutts alts specialist exits

Richard Woodrow, a specialist on semi-liquid private markets due diligence, is leaving the private bank this summer.

Wealthtime CFO James Slade heads for the exit

He joined the private equity-backed platform business in 2021 from Brightside Group, another Anacap investment.

Teresa Lee hits the ground running as UBP’s North Asia boss

Teresa Lee joined UBP in August 2024 from Bank of Singapore, where she was head of Greater China.

Vect-Horus appoints Philippe Masset to Board of Directors, in further strengthening of leadership

C-Suite executive with more than 35 years’ experience in international banking

Darius Adamczyk Will join Goldman Sachs as a Partner and Co-head of the Global Portfolio Operations Group

Darius will join Lou to serve alongside key investing leaders on the firm’s Investment Committees and both will chair Portfolio Operating Committee reviews

Nomura IWM hires ex-Indosuez Asia funds head

The Japanese private bank has added a funds specialist to its team, reporting to Connie Sin.

Decisions AGM 2025, Marguerite Bérard appointed CEO, Capital Markets Day in November 2025

As ABN AMRO is entering a new strategic period, Marguerite Bérard will lead a review of the bank’s activities to further enhance its profitability and create long-term value for all stakeholders.

Standard Chartered adds bench strength to investment banking business

Andrea Casati joins Corporate & Investment Banking team

Alan McIntosh rejoins Quilter Cheviot as CIO of Europe arm

McIntosh will be based in Dublin and will report into Quilter Cheviot Europe’s chief executive, Andrew Fahy.

Elizabeth Pindar joins Brown Shipley in Leeds as Client Advisor

Pindar most recently served as an Investment Manager at LGT Wealth Management, where she managed portfolios for private clients, pensions and trusts.

UBS Advisor David Schachter receives Managing Director – Wealth Management title

With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS.

Credit Suisse veteran joins RBC as head of investment

The Canadian private bank has recruited an experienced head of investment and portfolio advisory.

Northern Trust Names Douglas Gee to Lead Global Sales for Asset Servicing

He will report to Northern Trust Asset Servicing President, Teresa Parker.

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

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