Managers of Wealth

JPM Private Bank's head of investment and advice Southeast Asia leaves

After two decades at the American bank, across the private bank and the investment bank, the head of investment and advice for Southeast Asia is leaving.

Ex-Amundi Switzerland CEO joins asset management consultancy

Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.

Utmost Wealth Solutions Announces Senior Sales Appointment in Hong Kong

Her deep knowledge and experience align with Utmost’s commitment to delivering market leading, flexible wealth solutions

Hampden Bank chair Simon Miller to retire from the board

David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.

Linda Osterman is Promoted to Senior Managing Director

She previously worked at Mellon Bank, NA, and Summit Bank in similar residential lending positions.

WRISE Singapore Appoints Paul Arni as Non-Executive Director, Strengthening Corporate Governance and Strategic Vision

He will play a key role in guiding the company's strategic direction and risk management.

EQT Appoints Australia Head of Private Wealth

Previously, he also worked at Colonial First State and Magellan Asset Management.

7IM CIO Martyn Surguy to exit in strategic review

Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.

Regula Berger becomes Chairwoman of the Board of Directors of Bank Cler

She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.

Julius Baer Signals Crypto Push With Strategic Hire

Julius Baer has brought on board renowned crypto specialist Michael Martin

Deutsche Bank shapes Management Board for next phase of growth strategy

Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period

Jupiter Merlin architect Algy Smith-Maxwell to retire

John Chatfield-Roberts will be the only founder of the fund-of-funds range left at Jupiter when Smith-Maxwell retires in June.

Truxton Wealth Strengthens Advisory Team with Key Promotions

She also holds the Certified Trust and Financial Advisor designation and is a member of the Middle Tennessee Estate Planning Council.

Clemens Kaiser appointed Chief Country Officer Switzerland and CEO of Deutsche Bank (Suisse) SA

He succeeds Alessandro Balestra who covered both positions ad interim after Loïc Voide left Deutsche Bank in November 2024.

Troy promotes co-manager on flagship Trojan fund

Charlotte Yonge and Tomasz Boniek will become co-manager of the firm’s multi-asset and global income strategies, respectively.

UBS hires RBC Capital biotech bankers in U.S. health-care push

Noël Brown will become head of biotechnology at UBS, while Tim Chung and Alex Lim are both joining as managing directors

Quilter Cheviot hires Tim Armitage as investment strategist

He will also develop and maintain forecasting scorecards and models, and provide commentary on financial markets to clients, advisers and Quilter Cheviot’s investment managers.

Canaccord Wealth appoints new Head of International Distribution

He has joined the business as part of Canaccord Wealth’s acquisition of Brooks Macdonald International, where he had worked for ten years.

Butterfield expands banking team in Jersey

Daniel Peters, who has extensive expertise providing banking to the fiduciary and fund sectors, has joined their Corporate Banking team.

Vaud-based Investment Manager Hires Former CS Investment Expert

He joined the firm this month in the city of Lutry.

Executive Moves