Managers of Wealth

SEI Appoints Leila Samara to Defined Contribution Team

Appointment Bolsters Talent Bench and Supports UK Offering

IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.

Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem

WRISE Group Appoints Regional Chief Investment Officer

This strategic appointment underscores WRISE Group’s commitment to delivering world-class wealth management

Dieter Meier's family office appoints new COO

Kate Family Office announces Moritz Runge as its new COO.

Deutsche names Zurich-based exec as head of LatAm private bank

Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.

Barclays strengthens Corporate Bank offerings in Asia Pacific and the Middle East with two senior appointments

Amaar Khan appointed as Managing Director, CIO & Head of Corporate Banking Technology, APAC & Middle East

ZEDRA expands transatlantic commercial team to unlock international opportunities for corporate clients

Paul Haynes joins as a Commercial Director based in London, having previously worked for several leading global providers in corporate services as the Regional Head of EMEA.

Promotion for JPM Private Bank’s ‘40 Under 40’ selection head

‘My career so far has been such an incredibly rewarding journey and something I am immensely grateful for.’

Charles Stanley hires LGIM sales boss to lead IFA push

Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.

Quilter hires Zara Bray as distribution director for its mortgage network

She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.

LGT Wealth Management makes eight Abrdn alumni partners

The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.

DBS announces senior-level appointments, grooming talent from within

Appoints new Group COO and Group Head of Audit from 1 April 2025

JP Morgan AM nabs Netwealth exec

Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.

RBC Brewin Dolphin wealth MD Charlie Ferry exits

Ferry has left after around 16 years with the business

Ninety-Six Partners announces the launch of its Asset Servicing & Consulting unit and the arrival of Jérôme Moser

These appointments will take effect from March 1st 2025.

New Advisor at VT Wealth Management

The Swiss asset manager VT Wealth Management has recruited an experienced finance professional with a network in wealth management as its new client advisor.

J.P. Morgan AM Adds HNW Client Advisor in Australia

In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions.

Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth

Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners

Alexforbes Offshore adds two senior financial planners to wealth team

They are both based in the Jersey office

Rothschild & Co hires Simon Marrison as Managing Director and Head of Financial Sponsors, Australia

He joins Rothschild & Co from Citi, where he was Managing Director and led Citi’s financial sponsors business in Australia and New Zealand.

Executive Moves