Managers of Wealth

Private wealth specialist joins Equiom Isle of Man board

She also acts as a senior adviser on key client relationships, supporting multi-jurisdictional structures and evolving client needs.

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

Alpha FMC Expands Its MENA Leadership Team with Appointment of Hamdan Khan

Hamdan brings more than 18 years of consulting and industry experience spanning the UK and the GCC.

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

Quilter Cheviot expands Andrew Fahy’s role with international remit

Tim Childe to step back from Head of International role as part of pre-planned transition

Markus Kumschick is the new PensExpert head for Zurich and Northwest Switzerland

With this move, the company is responding to the increasing demand for individually structured pension solutions for entrepreneurs, executives, and high-net-worth individuals.

Christoph Kurth will become a new member of the PostFinance Board of Directors

He will also serve on the Audit & Compliance Committee.

Coutts appoints senior lead to drive digital assets strategy

Dow joins from Lloyds Banking Group

IQ-EQ appoints Head of Asset Owners for APAC, reflecting expansion of regional service offering

In his new role, Wyn will lead and develop our Asset Owners business segment across APAC.

Reyl Intesa Sanpaolo adds investment experts to board

Giuseppe Distefano and Davide Elli both already held senior roles at affiliates of private bank Reyl Intesa Sanpaolo.

UOB refreshes regional leadership to drive deeper connectivity

CEO transitions in UOB China and UOB Hong Kong Branch signal the Group’s continued commitment to these markets as part of its regional strategy

Roman Gubser becomes a new partner at SwissLegal Aarau

Most recently, he headed the legal department of Berner Kantonalbank AG.

Bekim Laski in conversation with sphere: "Integrated consulting is becoming a crucial competency."

Beyond modern wealth management, Bekim also discusses the development of technology-based wealth management platforms and the challenges that arise in the age of AI.

Standard Chartered appoints Edward McBride as Global Head, Consumer & Retail, M&A Advisory

The Bank’s Corporate & Investment arm continues to strengthen its M&A capabilities in core markets and focused sectors

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

Aberdeen appoints head of private credit and fund finance

There are no changes to the leadership of the underlying investment teams.

Cazenove Capital appoints Arietta Bortot as Head of Business Risk and Control

Arietta join from UBS, where she was Execution Services Operational Risk COO within Global Markets.

JTC Appoints Head of Corporate Services in Switzerland for its Institutional Capital Services Division

Jurgen’s appointment marks an important milestone for JTC, reflecting its continued investment in strengthening its regional presence and supporting both Swiss and international clients.

Executive Moves