Managers of Wealth

Johnston Carmichael Wealth appoints new financial planner in Inverness

He will manage a portfolio of both individual high-net worth and corporate clients, developing planning strategies to help them secure their financial goals.

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.

Aldermore Bank chief Cooper to run wealth manager Fairstone

Backed by investors including TA Associates, Fairstone has roughly £20bn of assets under management, and a client base of more than 120,000 people.

Jupiter appoints new CIO

Ex-RLAM CIO Piers Hillier named as active manager seeks to build business momentum

Amundi appoints alts business development chief

De Casson’s roles at Lyxor included being the head of global product range.

Northern Trust Appoints Global Head of Product Management for Asset Servicing

She leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients

UBP builds Asia EAM dealing team

The Swiss bank has hired three to create a dedicated dealing team for external asset managers in Asia.

NBB appoints Bassam Al Tattan as Head of Private Banking

Bassam brings with him over 17 years of experience in the financial services sector across the GCC

Simon Redman to lead product strategy at PATRIZIA, strengthening smart real asset solutions for wealth, defined contribution and institutional markets

PATRIZIA has appointed Simon Redman as Head of Product within its Client Division.

Oddo BHF strengthens investment banking with CS veteran

According to the press release, he was responsible for the largest midmarket corporate finance team in Switzerland

Klay Wealth names Nikita Jain as deputy CEO

The JP Morgan veteran has been hired to drive global growth.

Cantonal bank hires ex-Mirabaud AM chief economist to head investment strategy

Banque Cantonale du Valais has recruited experienced economist Gero Jung.

Hawksford names Tamara Hill COO for Cayman Islands office

Hill has more than 20 years’ experience in international financial services

St. James’s Place appoints Richard Garfield as Head of Talent Acquisition for Middle East

Appointment signals wealth management firm’s growth ambitions in the region

AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth

ain Rayner will join AFH as Chief Commercial Officer from January 2026 and James Fogarty has joined this month, taking on a new role of Recruitment Director, with a focus on adviser recruitment.

Executive Moves