Managers of Wealth

Former UBS GWM EAM expert joins Le Freeport

The senior banker worked in the external asset manager space for several years before breaking away from the industry.

Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success

Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth

HSBC's Ex-Asia Wealth Planning Head Joins Lioner

In the role, he will provide senior counsel for the firm on long-term growth, market expansion, service innovation and complex wealth structuring.

Emma Skedgel Joins SEI’s Defined Contribution Team

Appointment Reinforces Commitment to Client Service, Better Member Outcomes

Pictet AM recruits AAA-rated PM from boutique

Maxime Deherly joins the Swiss asset management company after more than 15 years at Ecofi.

Oakglen chair Michael Snyder steps down

Sir Michael Snyder remains a client and shareholder in the business as he steps down after three years.

BNP Paribas Switzerland names wealth management CEO

BNP Paribas names Yusuf Savmaz as wealth management CEO for Switzerland, after acting on interim since June.

State Street expands partnered trading team with senior appointments

The hires, based in Frankfurt and London, join from firms including UBS and Western Asset Management.

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.

AA-rated bond fund manager exits GAM

Florian Komac has left GAM, leaving two funds he used to manage in the hands of Daniel Rossacher and Tolga Yildirim.

Connor Reinarman Joins Bradford Wealth Management As Advisor

In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc

Top business lobbyist resigns

The lawyer, who worked for many years as a legal consultant in the Basel pharmaceutical industry and sits on several boards of directors

Sarasin & Partners appoints independent non-executive director

Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel.

Top 100 star exits as Aberdeen moves MPS management

Benjamin Benson exits after a year.

T. Rowe Price appoints head of EMEA distribution

In 2022, Terry transitioned to head of UK & Ireland distribution, where she has delivered strong leadership and strategic clarity

Santander announces Mike Regnier to step down as Santander UK CEO

An appointment process to find Mike’s successor has started.

Seasoned Real Estate Expert Devin Hipkin Joins Allsopp & Allsopp Private Office

In his new role, Devin will focus on providing bespoke advisory services to ultra-high-net-worth individuals, offering them the discretion, confidentiality, and personalised attention that define the Private Office experience.

Evelyn Partners' Andrew Middleton to join Everton FC

The business has begun the process of recruiting a successor.

UBS Florida International Adds Gustavo and Leon Ciobataru in Miami

Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International

W1M continues to scale Private Wealth team with strategic hires

New hires bring a combined 56 years of wealth and financial planning experience to firm’s enhanced client proposition.

Executive Moves