Managers of Wealth

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.

LLB names Liechtenstein EAM head

Deputy head of institutional partners Constantin Feichtinger has been promoted.

Barclays Bank (Suisse) SA appoints new Chief Executive Officer

Prior to HSBC, John held several senior positions at UBS as well as wider experience with global consulting firms.

NatWest appoints Adeel Hyder as new Managing Director of Business Banking

NatWest has announced Adeel Hyder as its new Managing Director of Business Banking, leading the bank’s strategy to strengthen support for small and micro businesses across the UK.

Nomura International Wealth Management Strengthens Middle East Team with Key Hires

Shah joins from J Safra Sarasin, where he held senior advisory roles focused on ultra-high-net-worth clients and portfolio construction.

Deutsche Private Bank puts UK at heart of €1tn wealth goal

Executive Arjun Nagarkatti outlines why the UK is a 'number one market' in the German private bank's ambitious three-year global strategy.

Quilter Financial Planning welcomes six new appointed representative firms to its advice network

“The continued momentum we are seeing in advisers choosing to join Quilter Financial Planning underlines the strength and attractiveness of our network proposition.

Quanta Group appoints as COO

“I look forward to working with her in the executive team.”

Vontobel: Blockchain chief joins GenTwo

Swiss fintech GenTwo is strengthening its team in the area of digital assets: Florian Marty, most recently head of blockchain at Bank Vontobel, will become Managing Director of GenTwo Digital.

UBP boosts emerging markets debt team

In that role, she managed benchmark EMD mandates and contributed to multi-asset investment strategies spanning hard currency, local rates and foreign exchange.

LVMH names new Louis Vuitton China chairman

This marks LVMH’s second major China management adjustment in under a year, following former Apple executive Daniel DiCicco’s appointment as Greater China President in April 2025.

Executive Moves