Managers of Wealth

Erik Karanik Named Head of WIM Independent Solutions

In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.

Stratos recruits $700m former Osaic affiliate

Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.

Schroders strengthens Nordic client team with new hire

He will be based in Stockholm and will report to Henrik Jonsson, Head of Nordic Region.

HSBC AM appoints Iberia ETF sales head from Santander AM

Marta Bretones spent 18 years at Santander AM

BBH appoints six general partners

Their appointments support the recent growth of the firm, natural leadership succession and ongoing new product innovation and rollout.

Changes in the board of directors of Migros Bank AG

The step is due to her career change to Deutsche Bank.

Former Julius Baer Banker Joins Azura to Lead Singapore Business

Azura opened its Singapore branch in 2020

Hargreaves Lansdown appoints chief digital and technology officer

The firm wants to continue its digital transformation.

Nomura AM equity chief quits for Sarasin & Partners

Tom Wildgoose is to join the thematic-focused UK boutique as a senior portfolio manager in the global equities space.

Bonhôte adds ex-BNP Paribas exec to senior management

Kim-Andrée Potvin joins Bank Bonhôte after recent years working at boutique firms, but with almost 17 years at French giant BNP Paribas on her CV.

BNP Paribas Appoints Custodian Veteran

In the role, he will be responsible for strengthening the offering including securities lending, foreign exchange services, triparty collateral management and financing.

Oberon recruits wealth entrepreneur for Smythe House arm

Adam Young, who has founded two wealth businesses in his 30-year career, joins as private office director.

Bank Bonhôte appoints Kim-Andrée Potvin as new COO

She took up her position at the bank's headquarters in Neuchâtel at the beginning of January.

Sarasin & Partners makes key charity appointments

Commenting on the appointments, Melanie Roberts, head of charities, said. “Their expertise aligns with our commitment to deliver positive, long-term returns for our charity clients.

Pictet merges units and names new leads after senior exit

The previous head of multi-asset solutions, Philippe Pol, retired after 24 years at the firm.

Northern Trust announces Country Head of Luxembourg

He will become a member of the NTGS SE Board, subject to regulatory approval.

AHR Group strengthens UAE Wealth Management team with two key appointments

Daniel Trindade and Liam Smith join AHR Group as Private Wealth Directors

Spectrum Wealth Management Announces the Hiring of Daniel D. Meiklejohn

Before joining Spectrum, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law

EFG announces the nomination of Prasanna Gopalakrishnan as a new member of the Board of Directors

Prasanna Gopalakrishnan is a recognised digital expert and senior executive with over 25 years of experience and a strong track record in driving innovation and digital transformation.

Evelyn Partners appoints Stephen Drew to lead Cambridge professional services team

The appointment follows Evelyn Partners’ acquisition of Ashcroft Partnership in April 2023 which gave the group a presence for its professional services business in Cambridge.

Executive Moves