Managers of Wealth

Provident Bank Names Annamaria Vitelli EVP, Chief Wealth Officer and President of Beacon Trust

Seasoned Wealth Management Executive to Lead Strategic Growth of Provident Bank’s Wealth Management Business

Matthias Odrobina joins Investec Germany as Managing Director M&A

Strengthening our Industrial Tech & Services team

BBH Strengthens Texas Presence with Strategic Hire

Veteran energy banker Darrell Holley joins BBH’s Corporate Advisory and Banking team

RBC Brewin director to reunite with former colleagues at boutique

Senior adviser John Fletcher is to leave RBC Brewin Dolphin after 15 years for a role with Cauvery Wealth.

UBS Appoints Alexander Seidler as Head of Sustainability and Climate Risk

He rejoined UBS through the bank’s acquisition of Credit Suisse in 2023, and has most recently been serving as Head of Sustainability and Climate Risk Assessments.

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Ostroff will help to further build out Cresset's presence in the New York region

Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth

He will also work closely with nonprofit organizations, helping to align institutional missions with donor intent while supporting governance, planned giving, and fiscal stewardship initiatives.

Northern Trust Announces Asset Servicing Leadership Changes

Strategic Appointments Position the Business for Continued Growth and Client Delivery

Broadridge Appoints Kunimi Yatani Premier Account Leader for Japan

Veteran financial solutions executive to deepen strategic client relationships and drive growth across key Japanese accounts

New Head of Sales for Alken Fund in Switzerland

He joins from Redwheel, where he was Country Manager.

RBC WM sets up global South Asia team

Three senior hires join the Singapore-based team.

Li Yi, former senior executive at HSBC Private Banking, has been appointed Head of Market for Hang Seng Private Banking.

The market is closely watching how Li Yi's extensive experience will help Hang Seng Bank

Aberdeen Investments appoints global head of equities

Nick Robinson promoted to head of global emerging markets equities

Platform veteran Geoff Towers joins Platform One board

The former CEO of BNY’s Pershing businesses in UK & Europe, Standard Life Savings, and GPP brings more than 40 years of platform, wealth and investment experience to Platform One.

Ella Curren joins UBS as Financial Advisor in New York City

She reports to Market Executive Kellie Brady and Market Director Demie Kommatas.

Broadridge Appoints Daniel Jarman as Vice President, Custom Policy, EMEA

Senior governance and stewardship expert joins to advance custom proxy voting solutions for institutional investors across EMEA

Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm

Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals.

Schroders builds out wealth team with hiring of family office veteran

Schroders Wealth Management has hired Sharon Sim as head of business development, Asia.

Man Group Names New Swiss Sales Chief

The global alternative investment manager, Man Group, has appointed Joerg Zimmermann as its new head of Swiss sales.

Decalia equities head departs

Alexander Roose has left Geneva for a banking group in Belgium.

Executive Moves