Managers of Wealth

Evolve Private Wealth Names Morgan Stanley Advisor Brett Cohen as Managing Partner

Leading advisor joins independent multifamily office expanding its national footprint

Remitly CEO Steps Down, Succeeded by Santander Executive

He’ll also join Remitly’s board, which Oppenheimer will continue to lead as chairman.

Belvoir Capital names asset management head

Stephan Kiefer left Copernicus Wealth Management in August 2025.

J Safra Sarasin portfolio manager joins Lombard Odier

Clément Fortin has joined the firm after running a global corporate bond fund at his previous employer.

Citi credit repo trader joins BBVA

New hire will be based in London and also previously worked at RBC Capital Markets earlier in her career.

Azets appoints Bristol Chartered Financial Planner

He became a Financial Planner at Anderson Financial Management in 2015 before moving to Barry Fleming and Partners in Newbury in 2017

Van Lanschot Kempen appoints Michelle Darracott as UK Chief Executive

Based in London, Michelle will be responsible for growing Van Lanschot Kempen’s bespoke fiduciary management offering for UK pension schemes

Vanguard appoints UK adviser sales head

Haigh has served as a key voice for driving the adoption of ETFs in the UK

Bank of Singapore Hires Alternative Investments Expert to Strengthen UHNW Solutions

In his new role, Heng will report to Lim Leong Guan, Global Head of Investment Solutions Group.

Igor Djurdjevic joins the management board of Incore Bank AG

Igor Djurdjevic takes over the role from René Hertach, who built up the Corporate Services division and retired at the end of January 2026.

Ex-RLAM CIO Hillier joins Jupiter

Spent over a decade at RLAM as CIO

Keebeck Wealth Management Adds Abbas Kazmi to Scottsdale-Based Keebeck Real Estate Team

Institutional real estate investor reunites with Chris Robertson and Jackson Currier to help expand Keebeck Real Estate's relationship-driven platform in Arizona

Former RFG Exec Abby Salameh Joins Mercer as Managing Partner

Abby Salameh will oversee the growth in the New Jersey/Pennsylvania region, while Chris Walters, a former chief advisory officer at Savant, will lead the San Diego market.

GAM Holding Announces Gerhard Lohmann as Group CFO to Support Next Phase of Strategic Growth

Gerhard succeeds Richard McNamara, who has decided to step down as GAM’s Group CFO to take on a new role within the asset management industry.

Barclays Private Bank Hires Ex-UBS Tech Executive as Asia COO

Werner is an exceptional operator with deep experience across Asia and Europe.

Iress appoints Dominic Rey to lead SA wealth management

The industry veteran has more than three decades of experience in several sectors.

Praxis strengthens Middle East growth strategy with senior regional hire

Underscoring its confidence in a region that is rapidly cementing its status as a global centre for capital, investment structuring and international wealth flows

Esencia Wealth merges with FMA Wealth, makes advisory board appointment

He brings more than two decades of experience spanning client advisory work and senior roles at major investment banks and consulting firms in Sydney, London and Tokyo, including Merrill Lynch and KPMG.

Rathbones head of proposition exits

It is understand Michelle Davies has left after three years leading the client proposition arm at the £115bn wealth manager.

Brown Brothers Harriman strengthens family-office team with new managing director

Bill Luterman joins BBH with over 30 years of experience in advising entrepreneurs, families, and institutions

Executive Moves