Managers of Wealth

Peter E. Bodmer Becomes New Chairman at Helvetica and Marc Giraudon Takes over the sole CEO Role

We're confident in Marc Giraudon leadership and our team's abilities.

$30bn Colony names new wealth management president

Sheila Ryan will oversee the Focus Financial Partners affiliate's 175 advisors.

Butterfield Appoints General Counsel Following Retirement

Given his relevant and extensive experience advising banks on legal and regulatory matters, Simon is a valuable addition to the Group.

Morgan Stanley names Jeff McMillan first firmwide head of AI

McMillan previously headed up the analytics, data and innovation unit within Morgan Stanley’s wealth management division

Praxis expands its global corporate services offering

The expansion is being led by Ava Fairclough, who has over 15 years of experience in the corporate services sector

EY names new wealth & asset management and real estate leaders

EY has appointed a new wealth & asset management leader and a new real estate leader in Luxembourg.

Schroders Capital appoints Global Head of Real Estate Capital Formation

Allen brings a wealth of experience to the role, having previously served as the Head of Funds Capital Markets at Patrizia SE

Veteran Asian Citi Banker Retires

In 2018, she was named Hong Kong and Macau CEO before becoming the head of Asia for Citi’s wealth business in 2022.

Charles Stanley Investment head Ian Sackfield steps down

After 25 years in senior roles, Sackfield takes a backseat, handing the reins to David Pederson.

Alliance of Swiss Wealth Managers appoints seven new board members

The group has also appointed a new vice president, which is Markus Wintsch of Swisspartners.

Brown Advisory Hires New Head Of Impact Investing & Advice

Her background spans both private and public

MKC Wealth recruits Financial Planning director from Quilter

She began her career as an IFA at Buckles Investment Services, before joining Sanlam Wealth Planning, where she was promoted to regional sales manager.

Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line

WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions

Matt is currently an Independent Consultant, providing strategic advisory services to Executive Management Teams in the wealth management Sector.

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Will lead new ETF Insights program

Thomas Greuter becomes CIO of Migros Bank

His main task is to coordinate the IT forces for the further digital transformation of Migros Bank.

Appointment of Christophe Tummers as Group Chief Data Officer

Data is at the heart of the transformation of financial services and a key element of Societe Generale’s strategy.

Progeny names new head of Belgium office

The office was initially established by The Fry Group, which was acquired by Progeny in 2023.

IQ-EQ appoints Chief Commercial Officer for France and Switzerland

He has also held other senior roles including Head of Fund Managers for Victoires Haussmann and Head of Real Estate Financing with Investimo.

Property boutique hires new CEO from Swiss Life AM

Marie Seiler, former head of real estate products for third-party clients at Swiss Life AM, is set to start her new post as head of Pensimo Management on 1 July.

Executive Moves