Managers of Wealth

Oakglen Wealth announces promotions and new hires in Jersey investment team

The firm has also strengthened its team with two new hires: Vania Andrade joins as an Investment Administrator, and Harrison Crowe joins as an Assistant Investment Manager.

Amova AM CEO appointed executive officer of Sumitomo Mitsui Trust Group

Stefanie Drews will retain her role at Amova AM

Pacific Asset Management strengthens North American equities with John Feeley appointment

Prior to this, he spent six years as a portfolio manager and five years as an analyst at the firm.

Wesleyan appoints new Chair and CFO

Ian Gladman joins as Chair and Marco Groot Wassink as Chief Financial Officer (CFO).

Changes to the UBS Board of Directors

Agustín Carstens and Luca Maestri nominated for election to the Board of Directors of UBS Group AG and UBS AG at the 2026 Annual General Meetings in April

Fairway makes board appointment and series of key promotions across its offices

These are exactly the qualities she’ll bring to the Fairway Trust Limited Board.”

Nedbank Private Wealth strengthens compliance leadership with key appointments

Both will report directly to the Chief Executive, Stuart Cummins and join Nedbank Private Wealth’s Executive Committee.

Kevin Murphy Named Retirement VP at Broadridge

After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.

BOS Nets Ex-HSBC Private Banker for Greater China Market

Based in Singapore, he will report to Rickie Chan, Greater China head of private banking and Hong Kong branch chief executive.

Wells Fargo Wealth Division Appoints Jeff Brown as Independent Solutions Platform Growth Director

The appointment underscores WIM’s continued focus on expanding its independent capabilities and building momentum across its multi‑channel wealth model.

Ex-Lloyds private bank CEO takes top job at C. Hoare & Co.

Simon Kenyon will join the oldest independent private bank in Britain as CEO in June

Nomura International Wealth Management Appoints Etienne Broussaud to Lead SEAMEA Lending and Credit Solutions

His responsibilities will include working alongside client coverage relationship managers, investment products and advisory solutions teams, business management functions, and corporate partner teams.

Zurich Headhunter Expands Its Partnership

With the expansion of its partner circle, BiermannNeff is setting the course for its next phase of development and the planned growth of the firm.

PostFinance to introduce extended Executive Board

The eEB consolidates these perspectives and ensures that orientation, priorities and resources are coordinated even more consistently.

Muzinich & Co. appoints regional head to boost UK presence

Joins from Abrdn and previous wholesale role

1291 Group Appoints Lee Sleight as Global Head of Wealth Planning

Based in Luxembourg, Sleight brings more than 25 years of international wealth planning experience spanning Europe and Asia.

Aspen Standard Wealth Names Kevin DiSano as President

His expertise spans wealth management, investment portfolio design, and new business development.

Fairway Wealth Management Marks Next Growth Chapter with Refreshed Brand, Website and Partner Promotions

"These promotions reflect the leadership our clients already experience from Dina and Brian and further strengthen the depth and continuity of our team,” said Fairway President Mark Weiskind.

UBS Americas: Rob Karofsky Reshuffles His Team

Recently, UBS took an important step in the US toward obtaining a national banking license.

GBST appoints transformation lead to accelerate its Global AI strategy and delivery

New role strengthens focus on responsible AI across products and operations

Executive Moves