Managers of Wealth

Top 50 IAM hires ex-HSBC banker to run major market

Louis-Philippe Martel has joined Targa 5 as a senior wealth manager and country head of Mexico.

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest

The acquisition by NatWest, which is subject to regulatory approval, was announced on 9 February 2026 and is expected to complete this summer.

UBS Announces Leadership Appointments in the Southeast US Region

John Houlihan named Market Executive for the South Market

Mirabaud Asset Management appoints Caroline Desclaux as Head of Sales France

Mirabaud Asset Management strengthens its French business with the appointment of Caroline Desclaux.

NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office

He helps his clients manage transactions, credit, recapitalization and portfolio structure.

Eastspring Investments appoints new head of HK intermediary sales,

Fanny Lee will focus on deepening Eastspring’s partnerships across private banks, wealth platforms and intermediaries.

Standard Chartered appoints Shebani Baweja as Group Chief Data Officer

As Group CDO, Shebani will lead the Group Data Office and continue to shape the Bank’s data strategy, setting the direction for how data is governed, managed and used across the organisation.

Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management

Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness

Aberdeen hires new equities head from APG

The firm is making changes to its equities team leadership as current head of public markets equities and emerging market equities, Devan Kaloo, steps down.

Ex-Credit Suisse research bosses team up to advise private banks

Olafur Margeirsson, the former head of real estate research at Credit Suisse, is joining ex-colleague Zoltan Szelyes’s firm Macro Real Estate.

Ex-Helvetia asset manager takes new investment strategy role

Sammy Ebstein, who held senior roles in the asset management unit of Helvetia, is the latest senior investment appointment at MS Reinsurance.

Oddo BHF's Swiss client coverage head departs

Alix de Renty announced he departure from the bank after 13 years including roles in France and Switzerland.

Promotions at SZKB in 2026

Schwyzer Kantonalbank has promoted 32 employees to a new job profile based on their performance, experience and expertise.

LGT Capital Partners brings back Marco Bizzozero

Bizzozero joins from the US platform iCapital, where he spent the past five and a half years building the international business and driving global expansion.

SEI Appoints Nathan Shetty as Chief Investment Officer

Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform

Jacqui Smith Joins Fiduciary Trust Company as a VP and Investment Officer

Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.

Dan Coman, JD/MBA, Joins Leelyn Smith As Chief Family Office Strategist

Dan brings more than 35 years of experience advising business owners, executives, and ultra-high-net-worth families in estate planning, business succession, mergers and acquisitions, asset protection, philanthropy, and complex tax law

Equiom strengthens global offering with strategic appointment to enhance Luxury Asset Services

His appointment reflects Equiom’s continued investment in specialist expertise to meet growing demand for integrated, cross-border solutions in the ownership and management of complex luxury assets.

Deutsche Bank names head of platform sales in Australia

Prior to that, he spent close to 15 years with Credit Suisse leading its client solutions business for futures and OTC clearing.

Non-Executive Directors of the National Wealth Fund reappointed

Nigel Topping, Tania Songini and Marianne Økland have been reappointed as Non-Executive Directors of the National Wealth Fund (NWF).

Executive Moves