Managers of Wealth

J. Stern & Co. strengthens client team with trio of senior hires

J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.

Leo Wealth hires senior managing director in Singapore

Talbot has spent more than 20 years as a global citizen himself

BrookBridge Private Wealth Joins LPL Private Wealth Management

The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership

With over 25 years of experience, Sasha has also held senior roles at Schroders, Rothschild & Co, and Canaccord Genuity

Carmignac Expands Swiss Presence

Fuchs will report to Jens-Daniel Hauske

Robeco Appoints Head of Sales for APAC

He has over 25 years of experience in financial services across the UK, Asia, the Middle East and Africa.

BlackRock hires Geneva-based SocGen private markets exec

Aurélie Maillard has previously worked in portfolio management and private banking

Collas Crill Trust expands team with appointment of Director

Greta was appointed as Chair of the STEP Guernsey Branch in 2023

LGT Wealth India appoints Poonam Mirchandani as MD of wealth planning & family solutions division

She has earlier held senior leadership roles at Barclays Private Bank and Vistra ITCL India, where she focused on trust and fiduciary related engagements.

Northern Trust Announces Leadership Changes

These changes represent our One Northern Trust strategy designed to optimize growth

Arbuthnot Latham gains director in its wealth management team

Taylor joins from Canaccord Genuity Wealth Management where he was key in portfolio management services.

Anthony Miller appointed Chief Executive Officer of Westpac

He’s spent the past year leading Business & Wealth

Robert Forsyth Joins Lazard Asset Management as Global Head of ETFs

Lazard has been a leading provider of active strategies for decades

Kushal Kshirsagar Joins Chicago Atlantic From BlackRock

Kshirsagar held various roles in BlackRock's Multi-Asset Strategies, U.S. Wealth Advisory, and iShares divisions

IQ-EQ appoints Joe Ives as Commercial Director for UAE

In his new role, Joe will be responsible for driving IQ-EQ’s commercial strategy, growth plans, and go-to-market approach in the UAE

Brown Shipley appoints Matthew Noyce as London-based Client Advisor

Previously, he served for a decade at Coutts, rising to the position of South Coast Director and Team Leader, managing a team responsible for advising clients on both sides of their wealth balance sheet.

FCM Trust announces promotions of two new Directors

“They both bring a wealth of experience and a fresh perspective that will be crucial as we continue to grow.”

Abrdn selects Jason Windsor as new group CEO

The company began a search for a new group CEO in May after predecessor Stephen Bird decided to step down after four years at the helm.

Schroders plc appoints Richard Oldfield as Group Chief Executive

Reporting to the Global Chair, he was responsible for building teams to grow PwC’s client-facing businesses profitably, whilst advising global clients on their most complex and challenging issues.

Bellevue expands sales team in the Swiss market

With Livia Zanini, the sales team under the leadership of Sandro Tiziani is being expanded in a forward-looking manner.

Executive Moves