Managers of Wealth

Rockefeller Asset Management Names Jai Jacob as Managing Director and Director of Investment Strategy

A highly accomplished investor with a wealth of expertise and global leadership experience

Point72 kicks off new private credit strategy, statement shows

Initially, private credit will be an additional strategy of Point72's multi-strategy hedge fund

Fidelity Investments recruits sales manager with UBS experience

Fidelity International has recruited a new sales manager for its Zurich location.

Edmond de Rothschild announces the arrival of Monika Vicandi as Chief Risk, Legal & Compliance Officer

With over 20 years’ experience in Switzerland and Europe, Monika Vicandi brings recognised expertise in these three functions.

Close Brothers Group: Directorate Change

He is recuperating well and expected to make a full recovery.

Swiss small- and mid-cap portfolio manager joins ZKB

Zürcher Kantonalbank asset management appoints Felix Morger as a portfolio manager.

Promotions for Crestbridge Family Office Services as Firm Targets Continued Growth in 2025

Effective from 1 January 2025, the promotions recognise the achievements and contribution of these team members to the business over the past year,

Findlay Park names new CEO as Pryke steps back

Responsible investment lead Rose Vangerven will take command of the business, with Pryke assuming the role of executive chair.

Titan targets wealth expansion with Succession hire

Scott Hamilton will lead Titan Private Wealth's high-net-worth push.

Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management

Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.

J.P. Morgan Asset Management Strengthens Retirement Business with Strategic Hires

Experienced Retirement Experts Josh Forstater and Tina Anstett Join the Firm

Rathbones Asset Management boosts Scotland and Northern Ireland distribution

She will be based in Glasgow, and will build relationships with wealth managers, financial advisers, and intermediary clients across the regions.

Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson

Both positions are within Sales and Distribution in the intermediary business.

KeyBank Appoints Robert Weiss to Lead Family Wealth Business

He is based in New York City and reports to Key Wealth President Joe Skarda.

Masttro Appoints Jay McNamara as Chief Executive Officer

Seasoned leader to accelerate wealth tech pioneer’s strong growth and momentum

With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions

Farro Ventures Expands Businesses in Singapore, Dubai

Prior to that, he held senior leadership roles at Barclays, UBS and Standard Chartered.

Hatstone associate admitted as solicitor

She works within Hatstone’s private wealth team, specialising in trust and corporate matters, with a particular emphasis on wills and probate.

HSBC Nabs Ex-Citi Banker for Singapore Wealth Hub

She was most recently Citigold & Citigold Private Client banking director for wealth management at Citibank Singapore.

Walter Giger appointed new CEO of LGT Financial Services

Walter Giger has been Head Global IT at LGT and a member of LGT Financial Services’ Executive Board since 1 April 2023.

Executive Moves