Managers of Wealth

Standard Chartered appoints David Hardoon as Global Head of AI Enablement

This appointment reinforces the Bank’s commitment to leveraging advanced analytics and AI to drive innovation and maintain its competitive edge in the industry.

Rothschild & Co’s UK Wealth Management business makes trio of appointments to bolster regional presence

Edward Binks joins the business in Leeds as a Director, alongside Alison Probert who in 2022 set up and heads Rothschild & Co’s Leeds Wealth Management office.

Surprising CEO change at Aquila

The Board of Directors has appointed Jürg Furrer as her successor , who will assume his new role at the beginning of May 2025.

MASECO Private Wealth Announces Seven New Partners

This announcement marks a significant milestone in MASECO’s journey as it continues to strengthen its leadership and commitment to delivering exceptional wealth management services.

Blue Owl completes local private wealth team

Previously, he held business development roles at Clime Investment Management and Grant Thornton.

BlueOrchard appoints Michael Wehrle as Chief Executive Officer

Prior to joining BlueOrchard, Michael held various management roles at Partners Group in Switzerland and the UK.

Swiss private equity trailblazer to leave Rothschild & Co

Jacques Chillemi co-founded Hermance Capital Partners and previously worked as private equity head at Pictet.

Barclays portfolio manager joins BRI Wealth after 27 years

Chris Clement joins the firm as a senior portfolio manager.

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

Surprising CEO Shake-Up at Aquila

Vivien Jain, the current CEO, will step down at the end of April 2025 and leave Aquila in September 2025

Vontobel Appoints Two New Chiefs For Its Institutional Clients

The new duo is based in Zurich and reports to Christoph von Reiche, Vontobel’s head of institutional clients.

Edmond de Rothschild Appoints Eric de Tessières as Chief Sustainability Officer

He initially joined BNP Paribas Investment Partners in finance and business development positions for emerging countries after starting his career at Ernst & Young.

Lucien Berlinger becomes CEO of Urner Kantonalbank

He will assume office effective October 1, 2025, succeeding Christoph Bugnon.

HSBC Asset Management's UK CEO Stuart White leaving company

We will conduct a search for his replacement," a spokesperson said, adding that he was leaving to pursue other opportunities outside the group.

Sheryl Needham joins Titanbay as Global Head of Distribution

Most recently, she worked with AllianceBernstein, helping shape their family office distribution strategy across EMEA and driving key private markets initiatives.

Aviva Investors makes senior hires to UK wealth team

These included group relationship manager and head of wealth and premier in its wealth and private banking business.

Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth

Will be joined by a team including Jessica Miller

Eric de Tessières appointed Chief Sustainability Officer of Edmond de Rothschild

Edmond de Rothschild strengthens sustainable development team and reaffirms long-standing commitment to sustainable investment

Bordier & Cie appoints Aloïs Sommer as Limited Partner

Grégoire Bordier, Evrard Bordier and Christian Skaanild remain the Managing Partners with unlimited personal liability.

Kathrin Wehrli becomes new Head of Corporate and Institutional Clients

Effective September 1, 2025, Kathrin Wehrli will succeed Marc Praxmarer and become a member of Valiant’s Executive Board.

Executive Moves