Rockefeller Snags $3-Billion UBS Team in Florida and California
The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025.
Executive Moves
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HSBC Hires Ex-Citi Executive Ida Liu to Lead Its Private Bank
Liu replaces Gabriel Castello, who was appointed interim chief executive officer of the wealth business late last year, when Annabel Spring stepped down as part of a management shake-up under group Chief Executive Officer Georges Elhedery.
Change in TKB management
Starting in 2026, current management board member Tobias Hilpert will head the new Private Banking division.
Deutsche Bank PB relocates Singapore FO advisory head to Dubai
The German lender has reshuffled its top management in its investment managers unit across Singapore, the Middle East and Europe.
LVMH appoints new managing director at Bulgari, Laura Burdese
Burdese will report to Stéphane Bianchi, deputy managing director of LVMH and CEO of LVMH Watches and Jewellery.
UBS Asset Management appoints Barry Gill and Sonja Laud as Co-Heads of its Investments business
UBS Asset Management will combine its direct public and private markets capabilities within its expanded Investments business under the joint leadership of Barry Gill and Sonja Laud
SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation
Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition
Northern Trust Announces Leadership Changes
All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team.
Vontobel Manager Becomes Partner at Asset Manager
A former Vontobel client account manager has become a partner and head portfolio management at Cresta Capital Partners.
Ex-Lombard Odier RM joins Geneva IAM
Suzan Dalva, vice president and relationship manager at Lombard Odier, has joined Gyra Asset Management.
New member of the management board as of January 1, 2026
Andrea Kohler will join the management board of BANK ZIMMERBERG AG on January 1, 2026.
Jefferies Adds Alessandro Parise as Wealth Management International Manager
Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business