Managers of Wealth

Citi PB Hires Ex-UBS Family Office Specialist

Based in Singapore, he reports to Bernie Wai, Citi's Asia head of family office group.

Coller Capital officially names new head of private wealth secondaries

Based in Hong Kong, Pak-Seng Lai will lead the firm’s private wealth secondaries business in Asia Pacific.

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth

Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.

Knight Frank appoints associate for asset management team

Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.

BNP Paribas: Laurent David is leaving his position within the BNP Paribas group

He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.

LV= appoints new wealth proposition director

Most recently, she was head of platform proposition strategy at M&G Wealth.

ZEDRA appoints new Group Chief Financial Officer to drive financial strategy and growth

With over three decades of industry experience, Tony joins ZEDRA from The Davies Group, where he held the role of Group CFO for 12 years.

Helvetica puts its trust in targeted expertise: Marc Escher is the new Chief Financial Officer

This personnel decision underlines Helvetica’s strategic focus on financial stability, sustainable growth and operational quality.

IQ-EQ promotes John Legrand to Deputy Group CEO and appoints Richard Surrency as Group CCO

He has an in-depth knowledge of our business and has proven his abilities to build diverse teams, engage the organisation at scale and successfully deliver numerous tech-enabled and employee-focused initiatives.

Brooks Macdonald wealth head exits after less than a year

It is understood that Alex Charalambous left Brooks earlier this year.

Northern Trust Wealth Management Announces Leadership Changes

“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments

Heiko Beck to oversee Avaloq’s activities in Luxembourg

Beck to take up role as firm’s managing director for Europe from March

JPMorgan UK private banking boss Oliver Gregson exits

Emea private bank CEO Pablo Garnica will take over as UK interim boss until a successor is lined up

Former BOS Europe team head resurfaces in Singapore

The former team head returns to Singapore after more than a year's stint in Luxembourg.

James Dunne Joins FNZ as Managing Director, Client Management and Business Development

James brings an enterprise-focused approach, and an international track record of driving business growth and delivering digital transformation.

Zeno Staub Receives Academic Crown

The election still has to be confirmed by the Cantonal Council in the spring session, which is considered a formality.

BNP Paribas Wealth Management appoints new market head

Alexis Wu joins the French wealth manager from China Merchants Bank International.

Former Deutsche Bank PB North Asia head to join HSBC

The Hong Kong-based industry heavyweight was replaced by an internal hire at Deutsche Bank.

Ex-Zugerberg Finanz RM becomes partner at Zwei Wealth

Thomas Aregger is announced as a partner and wealth officer at the firm.

Executive Moves