Managers of Wealth

Fiduciary Trust International Welcomes New Wealth Director in Atlanta

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team

Ex-Piguet employee joins Prime Partners amid wave of promotions

Giorgio Degola has joined Prime Partners as a junior relationship manager alongside three internal promotions.

Mirabaud appoints wealth management chief of staff

Elodie Lesueur is promoted internally to become Mirabaud's new chief of staff in wealth management.

UBP names fund advisory and wealth estate planning heads in reshuffle

The Geneva-based private banking group makes wave of senior promotions.

J.P. Morgan Private Bank Expands Morgan Private Advisory with Strategic New Hires

This strategic growth includes the addition of key hires, each bringing extensive experience that further enhances how the Private Bank guides clients through complex financial landscapes.

Roger Bacon Departs Citi After Nearly 15 Years

During his tenure, he led initiatives spanning alternative investments, asset allocation, and managed portfolios, reinforcing Citi’s position as a leading wealth manager in Asia.

Deutsche Bank Announces Leadership Transition for North Asia Private Bank

After more than 17 years of dedicated service, Kanas Chan, Head of North Asia, has decided to leave Deutsche Bank.

Former WMA chief May joins Investec Wealth board

He will now become a non-executive director at Investec Wealth & Investment and sit on the firm's audit and remuneration committee.

LSEG global head of investment management and execution solutions joins Broadridge

Individual has previously served at: Redi, TradingScreen, HSBC Global Banking and Markets, BNP Paribas, Deutsche Bank, and the London Stock Exchange Group (LSEG).

Julius Baer plans job cuts under new CEO, source says

The wealth manager, which in November flagged that it might have to take additional cost-saving measures in the near future, is due to announce its 2024 full-year results next week.

Temenos appoints Sairam Rangachari as Chief Product Officer

Sairam brings extensive knowledge of banking and financial services technology, deep expertise in the U.S. market, and a proven track-record of developing impactful banking solutions

Former Jupiter emerging market debt trio to join Pictet

Outperforming portfolio managers who stepped down at the end of 2024 will assume new posts with the Geneva-based group.

Christoph Auchli appointed deputy CEO of Basler Kantonalbank

He will take over as deputy to Regula Berger from March 1, 2025, who will then serve as CEO of BKB.

Changes in the SIX Executive Board

Both have contributed significantly to the further development and international growth of SIX.

Wealth director exits Ruffer after 18 years for Tyndall role

Lucie Meagher is the latest investment manager to exit Ruffer.

Santander UK chair steps down as operations reviewed

Santander UK's future is riddled with speculation.

NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors

William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina

Brooks Macdonald former operations chief winds up at SS&C

Caroline Abbondanza, who left Brooks in September, is now listed as a senior director at platform technology giant SS&C.

Kelly Prior joins Marlborough as investment director

While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team

Martin Gilbert steps back from DFM he helped launch

Gilbert departed from the board of Saranac Partners just before Christmas.

Executive Moves