Managers of Wealth

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

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.

Executive Moves