Managers of Wealth

Industry heavyweight Nick Tucker retires following decades of leadership in wealth and investment management

Nick retires after decades of leadership in the wealth and investment management industry

Ron Meraz to Join Citi as Wealth Regional Director

He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.

Nomura names ex-StanChart exec as ME, Europe wealth head

The Japanese bank aims to step up its expansion across the Middle East and Europe with a focus on high-net-worth clients, family offices, and EAMs.

Liontrust appoints co-head of global innovation team

Clare Pleydell-Bouverie will lead the team alongside existing head Storm Uru

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

Change of power at Raiffeisen – What awaits the new CEO?

As CEO of the Liechtensteinische Landesbank, he brings the necessary leadership experience

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

VP Bank appoints new Chief Financial Officer

Roland Kläy is a certified public accountant and holds several advanced degrees

Zwei Wealth recruits ex-hotelier as partner in Romandy

Boyer’s appointment comes after that of Thierry Cherf as the firm’s new Geneva location head.

HSBC's Hong Kong Unit Adds Public Sector Vet to Board

He will also join as a member of the bank’s remuneration committee and risk committee.

Hightower Names Scott Hadley as New Chief Advisory Officer

The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

Evelyn hires ex-Newcastle Falcons rugby star Alex Tait

Tait joins Evelyn’s Newcastle financial planning team two years after retiring from professional rugby.

TradeXBank AG appoints new General Counsel

He will join the Executive Board, subject to regulatory approval, and report to CEO Camille Sednaoui.

Omnis hires Riverstone Top 30 wealth manager

Tom Rosser join Omnis Investments as senior investment analyst after just over a year with Riverstone.

Ex-Fidelity CEO Anne Richards named Coutts chair

Dame Anne Richards, who led Fidelity for six years, replaces Lord Remnant later this year.

UBS Reshuffles Global Banking Unit in Japan

He rejoins the Swiss lender after previously working there for 18 years.

UK’s National Wealth Fund appoints new chief

IFoA, Barnett Waddingham, National Wealth Fund, Aon

UBS Pulls Florida Market Manager From Bank of America Private Bank

Heiss, a 37-year industry veteran with brokerage roots, will report to UBS’s Florida market head Lane Strumlauf, who moved into the role in July 2024.

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

Executive Moves