Managers of Wealth

Standard Chartered Appoints Lead for Digital Assets in Asia

This comes in addition to his current role as global head of the official institutions group as part of the bank’s global research team.

Canaccord Wealth boosts IFA Team with Chief Distribution Officer appointment

Antony Champion joins as Chief Distribution Officer

Charles Russell Speechlys Strengthens Swiss Tax Capabilities with Appointment of Frédéric Ney in Geneva

He advises UHNW families on cross-border planning and brings corporate tax experience across reorganisations and M&A, financing structures and incentive plans.

The General Management welcomes Esa Battaglia

She was entrusted with leading the Risk Department

Zennor hires Baillie Gifford Senior Executive as first CEO

The appointment comes with Zennor cementing its position as a leading specialist investment boutique.

Evercore Wealth Management Promotes Sean Brady to Partner

Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.

Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals

Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Iress fills APAC wealth role from within

Sam Wall has stepped into the role of acting chief executive, succeeding Kelli Willmer, who has left the company after more than a decade.

Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer

He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.

Gerald Podobnik appointed Global Co-Head of the Corporate Bank

He will replace Ole Matthiessen who is leaving the bank to pursue other opportunities.

Nuveen expands role of Swiss wealth boss after departure

The asset manager promotes Michele Perone to head of wealth Switzerland and Southern Europe and Christina Volkmann to head of DACH.

Advisor moves: Raymond James lands $800M New York team, Farther adds $185M team in Georgia

Recruiting activity continues as firms target experienced teams and tech platforms.

Schroders appoints Rachel Harris as Head of UK Institutional

Prior to joining Schroders, she held positions at Aviva Investors, Janus Henderson and Credit Suisse First Boston.

New head of investment management for SuMi Trust AM in London

Existing head returns to Tokyo to lead global business growth

Dame Carolyn Fairbairn to be appointed chair of HSBC UK Bank plc

Dame Carolyn’s proposed appointment follows a robust succession process which considered both internal and external candidates.

Ninety-Six Partners strengthens its governance on the occasion of its 30th anniversary

These developments are consistent with the company's strategic development

Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney as Head of Private Wealth

Strategic hire strengthens platform’s legal foundation as estate and tax complexity accelerates

Wealth-tech company appoints new head for the Middle East

Qplix plans to establish a foothold in the golf region and build a local team.

J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires

Stephanie Davis joins as Head of Private Wealth Alternatives from Hamilton Lane Sean Flynn tapped as Private Wealth Alternatives National Manager

Oddo BHF Switzerland names CIO

Head of investment office Arthur Jurus has been elevated to CIO for the private wealth management Switzerland division.

Executive Moves