11/19/2025
Integritas Wealth Partners Expands Team with Two New Appointments
"The expansion reflects the firm’s continued growth and its commitment to delivering a highly personalised financial planning service for clients across Jersey and beyond."
Executive Moves
11/19/2025
PlainsCapital Bank Welcomes Kirt DeHaan as Senior Vice President, Wealth Management Market Manager for Dallas Region
He will be based at the Hilltop Plaza location in Dallas.
11/19/2025
Schroders appoints Tom Wilson as Co-Manager of Prime UK Equity Fund
He was most recently a Fund Manager at Newton Investment Management, having previously held similar roles at Insight Investment and F&C Investments.
11/19/2025
True Potential appoints Stuart Dodson as CEO of True Potential Wealth Management
Stuart brings to True Potential over 25 years’ experience in regulated financial services.
11/19/2025
Birgit Ludwig will become COO of Swiss Life Asset Managers
In her new role, Birgit Ludwig reports directly to Per Erikson, Group CIO of Swiss Life.
11/19/2025
Federal Council elects new member to FINMA Board of Directors
She will take up her mandate on January 1, 2026, for the remainder of the FINMA Board's ordinary term of office, which runs until the end of 2027.
11/19/2025
Doha Bank expands wealth management capabilities with senior hire
The bank is expanding its investment product suite and boosting its wealth platform to cater to the needs of its growing client base.
11/18/2025
Crestbridge Family Office Services appoints Client Director
He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.
11/18/2025
FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member
Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making investing more accessible to more people worldwide.
11/18/2025
Cresset Appoints Albert Leshinsky as Head of Corporate Development
“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.
11/17/2025
Senior NRI banker at Bank of Singapore exits
The managing director spent over a decade at the Singaporean private bank.
11/17/2025
JPMorgan plans to hire 200 wealth advisers for its private bank next year
Lenders are jockeying for talent to capture wealthy clients
11/17/2025
AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management
Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.
11/17/2025
Edmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team
New team to accelerate institutional growth across Infrastructure, Real Estate and Private Equity strategies
11/17/2025
Indosuez WM strengthens China bench
The new hires are Eddie Chng, market leader, and relationship managers Aveline Tan and Anna Liu.
11/17/2025
Raymond James £20bn UK wealth architect Cynthia Poole to retire
Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.
11/14/2025
RBC Global Asset Management announces leadership transition
Dan Chornous to retire following storied 45-year career
11/14/2025
Prominent Departure at the Top of Swissquote
There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.
11/14/2025
Mattioli Woods founder steps back as Mann becomes CEO
In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.
11/14/2025
Withers grows US Art and Advisory team with senior counsel Frank Lord
Frank joins Withers in New York after more than five years leading his own specialized art law practice.