Managers of Wealth

J.P. Morgan Private Bank expands leadership in New Jersey

J.P. Morgan Private Bank appoints Kevin Morrison and Pete Donchez to lead the NJ market

Revolut to recruit new team to expand wealth management offering

Revolut is recruiting candidates with backgrounds in investment banking, asset management, or private capital advisory.

LPL Recruits Advisor Melissa Mirabile To Launch Forest Lake Wealth Partners At Linsco With $280 Million In Assets

Mirabile joined LPL from UBS and will be based in Albany, New York, according to the firm.

DBS makes senior MEA hire from Dubai IAM

The bank is hiring dedicated wealth planning teams to support the wealthy with tailored legacy and estate planning solutions to meet multi-generational needs.

New composition of the CIC (Switzerland) governance as of March 15, 2026

Maurizio Pierazzi, currently Head of the Special Solutions for Business and Entrepreneurs segment, will assume leadership of the Sales organization and thus join the Executive Board.

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Based in Scottsdale, Ariz., she will lead a team of 100 financial advisors and support staff and again manage $100 billion.

Charles F. Lowrey Elected to the Board of Directors of BNY

With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.

Multi-family office deputy CIO resurfaces with VC investment club

Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC.

PlainsCapital Bank Welcomes Tina Hicks as Vice President, Senior Wealth Management Administrator at The Private Bank

In her new role, Hicks will oversee and administer complex trust, investment agency, retirement, and custody accounts, working closely with clients to support their long-term financial and estate planning goals.

New Wealth Advisor Joins Bank

His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions.

Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director

Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America

M&G plc Appoints Simon Tasker as Chief Transformation Officer

He was previously a Partner at Deloitte and held senior leadership roles at Credit Suisse, including Managing Director, Head of Strategic Change, Legal Entity Structuring and Transformation.

Deutsche Bank has found a head for its wealth management unit in Zurich

This new appointment is intended to strengthen services for high-net-worth clients and family offices

Charles Stanley names new portfolio head and creates business team

Prior to this, he spent several years at Old Mutual Global Investors.

IQ-EQ Guernsey appoints Client Relationship Director

Niel brings 17 years of experience in the funds industry and will work closely with client teams to further strengthen service delivery and support the firm’s growth strategy.

ProudMouth Co-Founder Joins AI Notetaking Platform Zocks

Matt Halloran will serve as chief evangelist at Zocks, leading education efforts around AI adoption for advisors.

Hedwig Ulmer Busenhart joins FINMA's management team

The FINMA Board of Directors has appointed Hedwig Ulmer Busenhart as Head of the Insurance Division and a member of the FINMA Executive Board.

Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America

Senior hires bolster the firm’s GP Solutions team

Lazard Expands Financial Advisory Leadership Roles to Advance Next Phase of Long-Term Growth Strategy

These expanded senior roles will enhance client connectivity, broaden market coverage, and invest in the next generation of banking talent, further advancing the firm’s vision for its future, Lazard 2030.

HSBC Appoints Jason Henderson as Chief Executive Officer for the U.S.

Henderson to continue advancing HSBC’s client-first approach and deepening the bank’s U.S. presence as a trusted international partner

Executive Moves