Managers of Wealth

Cambridge Bancorp expands wealth management team

Cambridge Trust welcomes five new employees to further enhance client services

IQ-EQ hires Group Chief Information Officer

She has previously held a number of senior technology leadership roles with insurance firms including Bupa, management consulting firms including McKinsey and Andersen and Fortune 100 banks.

LPL Financial and Gladstone Wealth Partners expands team

For more than 24 years, Howell has helped high-net-worth families, executives and small businesses plan, grow and protect their financial lives by providing personalized advice tailored to each client’s needs.

Sanctuary Wealth expands leadership team

Industry veteran with 30 years' experience will also serve as General Counsel

Barclays Adds Private Banking Trio in Singapore

Barclays Private Bank has strengthened its Asia business with three new appointments in Singapore.

PraxisIFM appoints two new Managing Directors

Daniel replaces Richard Kearsey, who retires at the end of November after 21 years at the Group.

St.Galler Kantonalbank with a new management duo in Frankfurt

Before joining the Swiss State Institute, he worked for seven years in wealth management at the Franco-German private bank Oddo BHF at various locations.

Barclays Adds Private Banking Trio in Singapore

Adrian Khoo and Jaime Huang join Barclays Private Bank in Singapore

Barclays names Compton as investment bank head as Venkat shakes up leadership team

Barclays new chief executive C.S. Venkatakrishnan has named a new executive team

Bitcoin Suisse Makes More Changes at Top

As key members of the team, they were instrumental in building the infrastructure and processes to scale our business and develop Bitcoin Suisse into a leading European crypto-financial services provider.

Apollo Names Carletta Ooton Head of ESG for Private Equity

Former Amazon Executive to Join as Operating Partner

Schroders strengthens Nordic client team with new hire

He will be based in Stockholm and will report to Henrik Jonsson, Head of Nordic Region.

VP Bank appoints Head Group Sustainability

In his new role as Head Group Sustainability, Dr Kaiser will be responsible for implementing the Bank’s Sustainability Plan 2026

Ben Phillips to head Broadridge’s asset management global advisory services

Phillips brings nearly 25 years of experience to the role, helping companies in the global asset and wealth management industries improve their competitive positioning and financial performance.

Bank of Butterfield Promotes Shawnette Griffin

In her new role, Shawnette will continue to oversee personal lending in addition to having responsibility for all branch activities and operations in Bermuda.

Swiss Crypto Boutique Starts Hiring Offensive

21Shares was a pioneer in the first cryptocurrency index on Switzerland's stock exchange in 2018.

LGT Poaches Top Executive From UBS

He fills the gap left by Johannes Pfister, who stepped down five months

BIS appoints Innovation Hub heads for London, Nordic and Toronto Centres

They are operated in collaboration with host central banks: the Bank of England for London, and the central banks of Denmark, Iceland, Norway and Sweden for the Nordic centre.

PortfolioMetrix poaches Tilney S&W business director

Jim Clay joins the tech-focused discretionary fund manager from Tilney S&W, where he worked as a director within its IFA business development team for more than four years.

Tilney Smith & Williamson make two senior appointments to Birmingham branch

Based out of the Birmingham office, Adam will also take a leading role in growing the firm’s tax advisory presence in the North West.

Executive Moves