Managers of Wealth

Unigestion's wealth manager recruits executive

Cèdric de Serigny succeeds Antoine David as UWealth's chief operating officer.

Rothschild & Co strengthens Wealth Management

Rothschild & Co is further expanding its client services in Latin America, relying on experienced executives from its international private banking division.

BNY Aligns Leadership to Accelerate Growth in Wealth Solutions

These changes will help support BNY's ambitions in the Wealth Solutions business by combining the power of BNY Pershing, including the Wove platform, and BNY Archer Managed Account Solutions.

HSBC appoints new head of expat business

She has more than 20 years of international leadership experience in the wealth management, private and retail banking sectors, with deep expertise in supporting global high-net-worth clients.

Goldman Sachs Announces Leadership Updates

“The opportunity to continue to grow our franchise across AWM is a core strategic objective for the firm, and this group of leaders will help us advance our goals as we continue to build a global, scaled AWM platform.”

Wisdom Family Office Appoints Arthur Fong as Managing Director and Senior Advisor

He joins Wisdom from Paragon Capital Management, where he established and led its Hong Kong office as Local CEO, overseeing strategic growth and client advisory initiatives in the region.

Trio of senior hires as Hampden Bank scales up in the North and Midlands

Liz Williamson brings almost 25 years of experience in business and corporate banking from senior roles at RBS, NatWest and Handelsbanken.

Raffles Family Office Strengthens Client Advisory with Appointment of Pradinan Arkarachinores as Managing Director, Relationship Management

In her role, she will lead and manage a team overseeing portfolios that serve ultra-high-net-worth Asian families with a focus on relationship management, strategic advisory, and the delivery of comprehensive wealth solutions.

North East wealth firm welcomes new financial adviser to team

Although she once planned a different career, Ms Watson’s journey into finance began after realising her original ambitions weren’t the right fit.

LGT Wealth Management strengthens regional presence with senior appointments

His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.

Anti-cyclical boutique promotes Swiss chief to partner

Alexander Piira has worked for German group Loys for over 15 years.

Handover of branch group management Glarus North

This step comes at an ideal time, ensuring a seamless transition and a stable continuation of the established course.

Barclays add EIS expert to mass affluent team

Mark Brownridge has left Blackfinch Group to become a team leader in the bank’s wealth management business.

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.

Wisdom Family Office Strengthens Leadership With Paragon Hire

He is expected to contribute to Wisdom’s continued expansion and further strengthen its advisory and governance capabilities, reflecting the firm’s long-term approach to wealth stewardship.

Highvern Begins 2026 with a New Round of Promotions

Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.

Zug IAM appoints deputy CEO

Alanh-Hubert Husson has joined Horizon Capital as deputy CEO.

Aviva Investors appointments target UK wealth sector

Bring previous Vanguard experience

Revolut Seeks Senior Management for Swiss Expansion

The breadth and seniority of these positions is unprecedented for Revolut in the local market.

Church House IM appoints head of bespoke portfolio service

Increasing demand for bespoke offerings

Executive Moves