Managers of Wealth

Ex-UBS manager becomes CEO of SP Hinduja Banque Privée

Fabrice D’Erm previously worked at an independent asset manager and had a two-decade tenure at UBS.

HSBC Names Desk Head for International Clients

We are confident that Kapil’s leadership will further reinforce our position as a leading global private bank

ZKB acquires pharmaceutical specialists

“Our customers in Switzerland and Europe will benefit from his expertise,” says Omar Brem , Head of Research at ZKB.

Mirabaud AM promotes bond chief to CIO

Andrew Lake steps into the role after 12 years with the Swiss firm.

UBS Team Managing $500 Million Defects for RBC in New York

The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.

Labuan FSA Announces Appointment Of New Director General

He also contributed significantly as a Board member of various BNM trust funds, including the Medical Trust Fund, INCEIF Trust Fund, Asian School of Business Trust Fund, and the Tun Ismail Ali Chair Trust Fund.

Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami

He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi

7IM makes double senior appointment

Both roles begin on 1 June

Samuel Kim appointed Global Head of Mergers & Acquisitions at Deutsche Bank

A native New Yorker, Sam will be based in New York and report to Alison.

Gonet recruits seasoned private banker to head Cologny branch

The bank opened the office in Cologny, a suburb of Geneva, in 2021.

SIX appoints exchanges head in executive reshuffle

Two current staff will join the executive board, as well as Rafael Moral Santiago, who steps up following a senior role at HSBC in Hong Kong.

River Global asset management CEO departs

Current head of equities Matt Hudson to become CIO

FNZ Welcomes Cornelia Coman as Group Head of Europe and Appoints Tom Chard as Group Head of Growth

The appointments reflect FNZ's commitment to delivering sustainable value to clients and investing in world-class leadership.

Brooks Macdonald strengthens Executive Committee

She replaces Gavin Neilson who has been Interim COO since August 2024.

SEI Makes Leadership Appointments in Traditional Investment Managers Segment

Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth

Bergos Strengthens Executive Team And Hires A Chief Private Banking

He will co-lead the Zurich-based bank as the third member of the Executive Board

New Head of Private Banking for Investec in the Channel Islands

She is based in Guernsey and leads the business across the Crown Dependencies.

Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team

Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team

Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli

The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors

Executive Moves