Managers of Wealth

Management changes at Handelsbanken

Catharina Belfrage Sahlstrand will remain as part of the Executive Team in the role of Head of Handelsbanken Sustainability.

Robeco names Swiss sales boss in triple appointment

New Swiss sales head Carolin Hefele is joined by two new senior sales managers.

LGT Wealth India hires five senior RMs from Centrum and Avendus

The private bank had previously hired a Barclays Private Bank senior banker to boost their wealth planning capabilities

PRI appoints new Marketing and External Affairs Executive

He will take on executive leadership of the newly formed Marketing and External Affairs function.

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

International Wealth Manager Hires CS Executive for Turkish Market

Arzik is moving from Credit Suisse to Marcuard Heritage.

Change in leadership at the Zurich Bankers Association

Switzerland's financial sector is in excellent shape and remains the global leader in cross-border wealth management, said President Daniel Hunziker.

Ex-Charles Stanley CIO takes new JM Finn investment role

Jon Cunliffe returns to wealth management as head of investment office at JM Finn three years after leaving Charles Stanley.

RBC reels in $2.8B superteam from UBS

The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.

Citi Head of Wealth Andy Sieg Returns to Hong Kong

Reinforcing Citi's Commitment to the Region with Hong Kong as a Nexus

Associate director joins HIGHVERN

In her new role, Ms Grant will be responsible for the day-to-day operations for corporate and private clients, driving the development of specialised services and maintaining client relationships.

Graubünden Native to Spearhead Neue Bank's Ambitions

In his new role, Pfranger can rely on a well-established and experienced team.

CIO of SocGen’s Swiss private bank resigns

Frédéric-Charles Bois has worked at Société Générale Private Banking Switzerland since 2016.

Rahwa Teklai joins Key Private Bank

She will lead high-performing teams in both markets responsible for identifying and prioritizing the financial needs of high-net worth clients and leveraging the full complement of KeyBank’s financial capabilities to provide solutions to attain thei

Industry Veteran and Respected Leader Dougal Williams Named CEO of Vista Capital Partners

Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.

Ocorian appoints Head of Funds US

He will be based in Ocorian’s New York office.

Ocorian appoints new Guernsey Private Client Director

He will work with Ocorian’s Business Development colleagues by sourcing and introducing exciting new intermediary contacts with a focus on the Middle East.

One Four Nine Group Appoints Regional Director

His expertise is instrumental in strengthening our support for financial planners, ensuring they have the resources and guidance needed to deliver the highest level of service to our clients.

BlackRock rejigs private credit unit amid senior exits

The changes include the creation on a global direct lending division and the exit of the asset manager's global private debt head.

Former J Safra Sarasin banker joins Neuberger Berman

After two-years with the private bank, the relationship manager is switching to the asset management industry.

Executive Moves