Managers of Wealth

J.P. Morgan Asset Management Names Japan CEO

In the role, she will be responsible for driving the strategic direction and accelerating the growth momentum of the Japan business

Singaporean Investment Boutique Appoints Swiss-Based DACH Head

Effective immediately, Fabian Huber will take on the role of DACH head at White Oak Capital Management (Switzerland)

Schroders appoints Firetrail's Doyle for investment director role

Doyle will report to Ray Macken, Schroders’ head of client group for Australia and New Zealand.

GAM Investments hires new European Equity team

These strategic hires underscore GAM's steadfast dedication to providing clients with access to unparalleled investment expertise and exceptional outcomes.

Ex-MBaer Merchant Bank CIO resurfaces at UBS

Francesco Mandalà returns to UBS for a third time in his career, after a gardening leave of four months following his departure from MBaer.

Hoxton Wealth names Taylor Sallery as commercial director for Americas

He is based in Miami, Florida

Broadridge appoints Stephen Wilkes as head of buy-side sales

In his new role, he will lead Broadridge’s sales efforts across the EMEA and APAC regions, focusing on asset managers and fund administrators.

LGT Wealth Management welcomes new Partners amid continued growth

This announcement demonstrates the significant contributions of both LGT Wealth Management’s long-standing colleagues as well as eight senior Investment Managers who joined the firm through the 2023 abrdn acquisition.

Wealth Management hires Ortolani as senior reporter

He is focused on deals, moves and trends in the registered investment advisor space.

City National Bank Shuffles Leadership: JaHan Wang, Abel Montañez Take Over Entertainment and Private Wealth Management as CEO Kelly Coffey Exits

Both Wang and Montañez are part of City National’s senior management team.

The Board of Directors has a new President: Attorney Michela Ferrari-Testa

The appointment is subject to the approval of the Swiss Financial Market Supervisory Authority (FINMA).

PKB domestic banking head retires as bank streamlines exec board

Newly retired Lorenzo Tavola and HR head Monica Malnati have come off the executive board as part of the bank’s ‘lean and responsive’ organisational strategy.

Close Brothers Broker Solutions appoints new Head of Operations

Rachel is well known and respected in the sector, having spent the last two decades leading back-office Operations teams for Allica Bank, Santander and Lombard.

Franklin Resources Inc (BEN) Expands Wealth Management Team with Key Appointment

Fiduciary Trust International Welcomes Jason Thomas as Wealth Director in Atlanta

Tyndall Investment Management recruits investment director

Lucie Meagher joins after 18 years with Ruffer

Fiduciary Trust International Welcomes New Wealth Director in Atlanta

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team

Ex-Piguet employee joins Prime Partners amid wave of promotions

Giorgio Degola has joined Prime Partners as a junior relationship manager alongside three internal promotions.

Mirabaud appoints wealth management chief of staff

Elodie Lesueur is promoted internally to become Mirabaud's new chief of staff in wealth management.

UBP names fund advisory and wealth estate planning heads in reshuffle

The Geneva-based private banking group makes wave of senior promotions.

J.P. Morgan Private Bank Expands Morgan Private Advisory with Strategic New Hires

This strategic growth includes the addition of key hires, each bringing extensive experience that further enhances how the Private Bank guides clients through complex financial landscapes.

Executive Moves