Managers of Wealth

MAI promotes wealth head Albie MacDonald as president

MacDonald previously served as soon-to-be-$60bn MAI's senior managing director of wealth management and president of the firm’s advisor referral program.

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”

Canaccord Wealth launches new wealth planning service in Isle of Man

The company has made three new appointments to coincide with the move

RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors

Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

RBC Brewin Dolphin makes raft of wealth hires

RBC Wealth has bolstered its UK franchise's London and Edinburgh arms with four hires, while also adding a relationship manager in Jersey.

High-net-worth personal tax advisor joins Saffery

In her new role she will advise high net worth individuals based across Yorkshire and the North of England on all aspects of their personal tax, with a particular focus on trusts, landed estates and family wealth structuring.

BIL Suisse hires flurry of private bankers

The hires include Manuel Philipp, who takes charge of the entrepreneurs and executives desk in Zurich.

Zurich-based Clearstream Fund Centre strengthens the management team

Her role is to develop strategic relationships with global asset managers and general partners, supporting Clearstream's mission to provide world-class fund distribution services in global wealth management.

Macquarie Bank to deepen the integration of data and AI into customer experience design

In his expanded role, Ashwin will oversee how learnings from data and AI can be further integrated into the design and delivery of Macquarie’s leading digital banking experiences.

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices

Bruno Meyer becomes new CEO of radicant bank ag

He will assume his position on October 27, 2025, succeeding Anton Stadelmann, who, as previously reported, is leaving the company at his own request.

ZILO™ appoints Andrew Cole as chief operating officer to support global expansion drive

As COO, Cole will support ZILO’s global expansion drive and implement processes and systems to prepare the company for the next stage of its development.

Weatherbys appoints former head of Coutts Manchester and former Coutts CEO to its Board

She brings a depth of local expertise, having grown up in the region and worked with some of Manchester’s most successful entrepreneurs.

Laura Lee to run first Asia-led climate philanthropy advisory

The former Credit Suisse executive has been appointed CEO of an organisation that aims to help close Asia’s US$815 billion climate finance gap.

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

Executive Moves