Managers of Wealth

Julius Baer names new head of private markets

Claudia Petersen’s private markets division runs feeder funds, fund-of-funds and custom mandates.

Maybank Names Head of Wealth Management Group

She will lead Maybank’s group wealth management business covering the privilege wealth, premier wealth, private wealth and Islamic wealth segments.

Financial Advisor Dan Chorney joins UBS in New York City

Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.

Highvern names country head and head of private wealth in Guernsey

Kerrie Le Tissier leverages her extensive industry experience, technical expertise, and client-centric approach to establish and manage robust structures tailored to each client’s unique needs.

Quilter’s advice CFO to step down in October

Mitchell Dean is preparing to hand his responsibilities to ex-Nucleus chief financial officer Stuart Geard.

EFG’s Ex-Hong Kong CEO Retires

He is a wealth management veteran with 37 years of industry experience

ASK Private Wealth hires Singapore market head

Prashant Tayal is one of two new recent senior hires by ASK Private Wealth, which is backed by Blackstone.

Singapore EAM Wrise's Kevin Teng: We plan to hire 300 in 2024

The CEO says the client sweet spot in Singapore lies in the higher wealth tiers, who are looking to diversify their portfolios with the addition of alternative strategies.

Wealthify names former Azimo chief Richard Ambrose as new CEO as Andy Russell steps down

Ambrose will be taking the reigns from Andy Russell

Wealthify appoints new CEO

Ambrose joins with over 25 years’ digital and fintech experience

Elevation Point Adds Two UBS Execs as Founding Partners

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Savvy Adds Six New Advisors, Pushing AUM Over $700M

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.

SEI Attracts New Executive Vice President

Financial Services Leader’s Diverse Experience to Bolster Strategic Growth

Broadridge Appoints David Runacres as President of APAC

He will also assume the role of Senior Country Officer, Japan, overseeing all activities in a market that is a key part of Broadridge investment and growth strategy.

Daisy Tsang appointed as Chief Executive Officer, HSBC Life Hong Kong

In her new role, she will drive the strategic growth priorities of HSBC Life in Hong Kong and Macau.

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

Executive Moves