Managers of Wealth

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams

Bank von Roll Expands Its Executive Board

He will now also oversee this division at executive board level.

Bank appoints investment advisory boss

Michael Signer joined Bank Thalwil in 2024.

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

Stonehage Fleming appoints deputy portfolio manager

Her promotion to deputy portfolio manager recognises both her contribution to GBI and the significant experience she has acquired working on global equity mandates throughout her career.

Klay Group names client adviser MD

Former Nomura executive Gaurav Gupta will be based in Singapore.

Fulcrum Asset Management names Richard Banh as General Counsel

Prior to this he was Head of Legal and Compliance for Ellerston Capital Limited in Australia. Previous roles include Simmons & Simmons in the UK and Minter Ellison in Australia.

3T Family Office founder joins Geneva wealth group

Kristinn Kristinsson was CEO as well as founder of 3T Family Office and held senior roles at banks including Credit Suisse before joining Jar Capital.

Bantleon expands convertible bond management

He will focus on the quantitative and qualitative analysis of international convertible bond issuers.

Markus Suter will become the new Head of Private Client Advisory East

With Markus Suter, the bank gains a seasoned and well-connected individual with extensive experience in the financial sector.

Yannic Rutzer is the new head of customer service at the Näfels-Mollis branch.

With this move, Glarner Kantonalbank continues its targeted commitment to the ongoing support and development of dedicated employees.

Rothschild & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business

Ilga brings more than 20 years of investment experience spanning research, portfolio management and senior oversight of global investment teams.

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

Based in Sydney, Camilla will report into RBC BlueBay’s Head of Distribution, Anthony Pickering.

OCBC Appoints Fernando Baay as Private Banking Head in Indonesia

Baay, formerly with Julius Baer, Credit Suisse, and Citi Private Bank, will implement a ‘one bank’ strategy leveraging OCBC Indonesia’s platform.

Citi Veterans Join Billionaire-Backed EFG in London Wealth Push

Shalini Mathur and Gbolahan Fasade recently started as client relationship officers in London with a focus on serving individuals from Sub-Saharan Africa

Absolute Financial Group appoints chief compliance officer

She has also held senior roles at Vintage Wealth Management, the Oberon Group and Kingswood Group.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

He will help drive First Horizon’s private banking strategy in the New Orleans market

Executive Moves