Managers of Wealth

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.

Citi PB Hires Ex-UBS Family Office Specialist

Based in Singapore, he reports to Bernie Wai, Citi's Asia head of family office group.

Coller Capital officially names new head of private wealth secondaries

Based in Hong Kong, Pak-Seng Lai will lead the firm’s private wealth secondaries business in Asia Pacific.

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth

Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.

Knight Frank appoints associate for asset management team

Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.

BNP Paribas: Laurent David is leaving his position within the BNP Paribas group

He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.

LV= appoints new wealth proposition director

Most recently, she was head of platform proposition strategy at M&G Wealth.

ZEDRA appoints new Group Chief Financial Officer to drive financial strategy and growth

With over three decades of industry experience, Tony joins ZEDRA from The Davies Group, where he held the role of Group CFO for 12 years.

Helvetica puts its trust in targeted expertise: Marc Escher is the new Chief Financial Officer

This personnel decision underlines Helvetica’s strategic focus on financial stability, sustainable growth and operational quality.

IQ-EQ promotes John Legrand to Deputy Group CEO and appoints Richard Surrency as Group CCO

He has an in-depth knowledge of our business and has proven his abilities to build diverse teams, engage the organisation at scale and successfully deliver numerous tech-enabled and employee-focused initiatives.

Brooks Macdonald wealth head exits after less than a year

It is understood that Alex Charalambous left Brooks earlier this year.

Northern Trust Wealth Management Announces Leadership Changes

“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments

Heiko Beck to oversee Avaloq’s activities in Luxembourg

Beck to take up role as firm’s managing director for Europe from March

Executive Moves