Managers of Wealth

Rathbones’ chief distribution officer leaves the business

Her role at Rathbones gave her a seat on the executive committee of the group.

AMAS elects new president

The Asset Management Association Switzerland (AMAS) has a new president.

Klay Group names global head of wealth planning

Rohit Ganguli has been hired from EFG Bank for the role.

T. Rowe Price expands Aussie wealth presence with internal promotion

Asset manager T. Rowe Price has elevated a long-serving executive to oversee adviser and platform relationships as it looks to deepen its presence in the Australian wealth market.

Bank of Singapore names new heads for Financial Intermediaries and Dubai

Lim Leong Guan is expected to help accelerate the bank’s UHNW growth push.

Quilter appoints Justin Towlson as head of sales for strategic growth

Prior to that, he spent a lengthy tenure at Aegon progressing through various roles, most recently as sales director.

Earthquake at the top of Degussa: CEO and CFO leave

Precious metals trader Degussa announced on Tuesday that CEO Christian Rauch and CFO Mark Sommer are leaving the company with immediate effect.

UBS appoints new management team in the Valais region

UBS Regional Director and Head of Corporate & Real Estate Banking (C&RE) Iwan Willisch has announced his departure effective at the beginning of October.

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance.

Private wealth specialist joins Equiom Isle of Man board

She also acts as a senior adviser on key client relationships, supporting multi-jurisdictional structures and evolving client needs.

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

Vontobel CEO: "It annoys me that we downplay our strengths"

There are clear indications that international investors are rethinking their asset allocations.

Pretium Invest appoints new CIO

In his role as CIO, Jan Suwelack will assume overall responsibility for the portfolio management, asset management and investment management areas of Pretium Invest AG

Old Mutual taps external talent for new business leaders

Appoints five executives from outside the organisation to roles spanning life and savings, OM Bank and insurance segments.

SEI Appoints Head of International Private Banking and Wealth Management Services

Barry Frame Joins to Drive Growth of Enterprise Technology Solutions and Operations for Wealth Managers

Loeb & Loeb Expands Private Client Litigation Capabilities with Veteran Litigator

He also regularly advises clients in connection with guardianship cases.

Change of Managing Partner: Sandra De Vito hands over to Florian S. Jörg

She has sustainably increased the firm's visibility, sharpened its market position, and driven important internal and external developments.

Alpha FMC Expands Its MENA Leadership Team with Appointment of Hamdan Khan

Hamdan brings more than 18 years of consulting and industry experience spanning the UK and the GCC.

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

Executive Moves