Managers of Wealth

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast

He provided thought leadership, education and insights on their investment and retirement assets.

SJP hires new CFO to succeed Craig Gentle

Waddington will join SJP in the second half of the year, at which point Gentle will step down as a director.

M&G Wealth appoints Lisa Worley as Chief Marketing Officer

She will drive strategic marketing, as well as work to enhance the adviser and customer experience, enabling M&G’s ambition to become a leading wealth business in the UK.

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer

He will also lead brand strategy for the firm and oversee Sequoia's marketing efforts.

Zurich IAM’s deputy portfolio management chief exits

Jürg Wildhaber, who worked at Forma Futura Invest since 2016, left last month.

Crestbridge Family Office Services strengthens senior team

Mark holds the ICSA Certificate and Diploma in Offshore Finance and Administration

Ex-NatWest boss Alison Rose resurfaces at PE firm Charterhouse

Rose takes an advisory role at the €5bn PE house, following the Nigel Farage de-banking scandal last year.

7IM appoints Sam Christopher to new head of platform role

In her new role, she will lead the delivery of 7IM’s growth strategy and evolve the platform’s proposition and service.

Bank J. Safra Sarasin Celebrates Three Year Milestone of its Green Planet Fund with Key Appointment

The thematic fund focuses on capturing opportunities stemming from the green transition.

Paragon Capital Hires Private Banking Duo

Paragon Capital Management (PCM) has formed a Hong Kong office to cater to clients in North Asia

Deutsche Bank Targets Middle East Wealth With 10 New Hires

Among the newcomers are Fayez El Hajj

German-speaking Switzerland client co-head exits GAM

Claudio Fetz has been replaced by Daniel Durrer as client relationship team head at GAM as the firm undergoes a restructure.

Wealthspire Advisors Adds Seasoned Investment Advisor Michael J. Santo

Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets

BOS Nets Ex-Citi Private Banker

In the role, she will focus on engaging clients with family office advisory needs and developing the bank's strategic initiatives for single family offices.

Investec W&I’s Glasgow head becomes latest exit

Divisional director Arlene Ewing leaves her role, following the departure of DFM head David Kerr last month.

Azimut Group hires industry veteran in Singapore

Andrew Ang will be the first member of the institutional and wholesale team at the Italian asset manager to be based in Asia.

Franklin Templeton appoints new head of private banks and family offices in Asia

Franklin Templeton has hired a former BNP Paribas and JP Morgan private banker to expand its private banking and family office network in Asia.

Credit Suisse Ticino investment consulting chief heads to boutique bank

Roberto Cerratti has left Credit Suisse for Banca del Ceresio.

Graubündner Kantonalbank names new head of investment solutions

Giochen Schmed takes on the role in addition to his head of investment advisory position.

Ex-Credit Suisse Banker Joins Swiss Banking Group in Lugano

Roberto Cerratti has joined Banca del Ceresio as Head of Investment Services Switzerland

Executive Moves