$1.2B Citigroup Team Jumps to Wells Fargo
Advisors Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues its recruitment push.
Executive Moves
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Freeths expands Private Client services with senior hire in the North
She has acted as trustee for multiple high-value charitable and family trusts and is widely recognised for her leadership in the sector
Ex-Julius Baer Banker Joins Hong Kong EAM as COO
In the role, he will have oversight of the firm’s entire operations and compliance function.
DBS names Hong Kong head of managed solutions
The Singaporean bank has promoted a private assets team leader to the role.
Former HSBC GPB banker joins BOS
The private banker was at HSBC Global Private Banking for almost seven years before leaving to join the Singaporean private bank.
Standard Chartered expands Global CIO team as part of investment in Affluent business
This expansion comes following the earlier addition of regional CIOs, reinforcing the Bank’s commitment to placing CIO insights at the centre of its wealth advisory capabilities.
Wealthbrix taps ex-Emirates NBD AM portfolio manager for equities role
The Dubai-based wealth manager was launched in June 2025 by a team of senior professionals from the private banking and asset management industry.
Zurich multi-family office names senior partner
Reto Frei has joined Helvetic Trust as a senior partner.
Vontobel recruits relationship managers from UBS and ZKB
Christopher Huwyler and Sebastian Luck have joined Vontobel as relationship managers.
Brooks portfolio management head exits for JO Hambro
Josh Herson’s switch to co-manage the £1.9bn JOHCM UK Equity Income fund continues a period of personnel turnover at Brooks Macdonald.
BlackRock hires two senior PMs for $30bn European equities team
The world’s largest asset manager has snapped up a duo from Columbia Threadneedle and Janus Henderson, who are dropping multi-billion-dollar funds as they leave.