Managers of Wealth

The Swiss Franc Stablecoin Association appoints an advisory board

A well-known name in the banking sector is also among the board members.

Cazenove Capital appoints Lynsey Carson to drive adviser partnerships across Scotland and the North

Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.

7IM appoints Ben Kumar to senior strategy role as advice and policy reform accelerates

In his expanded role, he will continue to contribute to portfolio strategy while leading the group’s public policy positioning, industry engagement and strategic thinking across wealth and investment.

SFE Announce New Chair of Wealth Management Group

With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.

Quilter appoints Warren Vickers as managing director of Quilter Financial Planning as Steve Fryett announces retirement

Warren Vickers, currently commercial director of Quilter Financial Planning, will succeed Steve as Managing Director and will additionally assume oversight of Quilter’s national advice business, Quilter Financial Advisers.

BNY Wealth names Brian Riley as Global Head of Wealth Business

In his new position, Riley is responsible for setting the strategic direction of BNY Wealth, driving business expansion and enhancing the client experience across the platform.

Ex-UBS executive to join Oddo BHF as deputy CEO

Simone Westerfeld is set to join in late spring, following senior roles at UBS and Basler Kantonalbank.

Sarasin & Partners hires Fidelity veteran as investment head

Fiona O'Neill joins the £17.4bn investment firm after two decades at Fidelity.

Peregrine & Black IM hires investment director from Rathbones

James Codrington spent 14 years at Rathbones

Ex-Matthews Asia CEO winds up at investment trust specialist

Cooper Abbott has been appointed new CEO of City of London Investment Group, a significant player in the investment trust sector.

Deutsche Bank PB nabs NRI banker from BNP Paribas

The German lender continues to build its global Indian proposition, hiring across the industry, amid a shortage of quality talent.

PlainsCapital Bank Welcomes Burleigh as SVP, Senior Wealth Management Administrator

In his new role, Burleigh will manage client relationships and oversee the administration of complex trust, investment agency, retirement and custody accounts.

Nedgroup hires ex-HSBC Asset Management client team lead

It comes after the senior appointment of Denis Skeate to Nedgroup’s client team in September.

Ex-Pictet duo lead Barclays Switzerland's hiring spree

Barclays Switzerland has made five new hires this month.

RBC Brewin Dolphin hires four and appoints two office heads

RBC has kicked off 2026 with a raft of appointments across its regional network.

Bentley appoints new Sustainability and Community Communications Manager

Max will work closely with the Bentley Board of Management

IQ-EQ names Head of Private Wealth for Guernsey

This appointment reflects her outstanding contribution to the business and her deep expertise in the private wealth sector.

Reyl Overseas Appoints New CEO

Bachmann assumed his position on 1 February in Zurich, this appointment is subject to approval by FINMA.

HarbourVest poaches from BlackRock in EMEA wealth push

The alternatives firm has hired Ivan Pascual after a 15 year stint at BlackRock.

UBS promotes insider to new advisory position

He leads a team in Switzerland which provides cross-asset advice to ultra-high and high net worth wealth management clients.

Executive Moves