Managers of Wealth

Francis Tan Joins Indosuez Wealth Management as Chief Strategist for Asia

Tan will remain based in Singapore.

H.I.G. Capital Adds Whitney Ehrlich as New Head of Private Wealth Management

She will be responsible for capital raising activities and investor relations within intermediary and private wealth channels in the U.S., through the firm's strategies

Fiduciary Trust International Expands New York Office with Addition of Two Seasoned Portfolio Managers

Debjani and Peter bring decades of industry experience and a deep commitment to client success, aligning perfectly with our mission of delivering our best thinking through personalized wealth management advice and holistic portfolio construction.

Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

J.P. Morgan Asset Management Welcomes Josh Myerberg as Head of Real Estate Americas Portfolio Strategy

Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth

Temenos strengthens commitment to SaaS and the US with key executive appointments

Isabelle Guis has joined as Chief Marketing Officer and member of the Executive Committee and Monty Bhatia as EVP of Global Alliances and Partner Ecosystem

Emirates Family Office Association confirms new board of directors

Stellar appointments include several of MENA’s most well-known business figures a major endorsement of EFOA’s vision and strategy

ASK Private Wealth boosts its international growth with key hires

ASK Private Wealth, supported by Blackstone, extends its worldwide development with appointments.

Northern Trust Asset Management Names Head of Product Strategy

She brings a wealth of multi-asset investment expertise and extensive global experience crafting solutions to serve clients’ complex investment needs.

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

DWS appoints UK Country Officer

She will join DWS’s EMEA Leadership Council, effective immediately.

Clarien appoints Lola Myshketa as new head of private banking

Ms Myshketa will spearhead the strategic expansion of the bank’s private banking business

BNP Paribas WM team head tipped to join DBS

The banker was a managing director and team head for the French bank for over four years.

iCapital ® Adds Senior Leadership in APAC and EMEA to Further Accelerate its Global Expansion

Tuan Lam and Daniel Imhof bring deep industry experience and track records of global success to iCapital

Adams Street appoints new global head of Wealth Management

The growing demand for alternative investments among high-net-worth individuals has been a key driver of acquisitions, partnerships and platform launches this year.

Vontobel changes PM lineup after star departure

Swiss asset manager has appointed Thomas Schaffner and Raphael Lüscher to lead its mtx portfolio management team.

Hugh Cuthbert quietly parts ways with SVM after 18 years

Citywire has learned that European fund manager Hugh Cuthbert left SVM Asset Management, a part of AssetCo’s River Global Investors, earlier this year.

Brown Shipley appoints Cara Walters as Head of HR

Prior to this, she served as the Singapore-based Head of HR, Asia, at Coutts, focusing on employee engagement and business change programs.

Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team

Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office

Goldman Sachs Asset Management Appoints Chief Transformation Officer for the Client Solutions Group

He joins as a partner based in New York.

Executive Moves