Managers of Wealth

Quilter appoints Sarah Houlston as new chief operating officer

Sarah will join Quilter on 2 September 2024, allowing for a comprehensive handover period with Karin Cook to ensure a smooth and thorough transition of responsibilities.

Impax Asset Management Group Chair Sally Bridgeland steps down

The retirement of both Directors and their successors have previously been announced.

Richardson Wealth enhances digital strategies with new appointment

Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement

M&G appoints Shawn Gamble as Chief Risk and Compliance Officer

Shawn will join M&G from Hargreaves Lansdown, where she’s currently the Group Chief Risk Officer, where she has led their risk and compliance functions for the last four years.

Deutsche Bank appoints Ahmed Shehab and Najma Salman as Co-Heads of Institutional Cash and Trade for CEEMEA

Ahmed and Najma will be responsible for driving development of Deutsche Bank’s ICT business growth strategy in Central & Eastern Europe, Middle East and Africa.

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.

Executive Moves