Managers of Wealth

My Investment Path Strengthens Its Wealth Management Team with a New Hire

The Miami-based RIA expects Tomás Ulloa to play a key role in expanding the company's business in Latin America

Lighthouse Canton Hires Wealth Veteran for Southeast Asia Push

Lighthouse Canton has appointed Angela Saik as Managing Director of Wealth Management in Singapore as the investment firm steps up its expansion across Southeast Asia.

Columbia Threadneedle appoints Borthwick as head of UK Wealth Solutions

The newly created role reflects the firm’s strategic focus on an evolving UK wealth market

Citi hires two senior advisors from Banco do Brasil for Miami team

The firm has added Vanessa Keller and Rodrigo Noschese, two veteran advisors with extensive experience serving international clients.

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Alongside the new role for Gian Reto Naegeli, Vontobel Swiss Financial Advisors has consolidated Americas coverage and opened in Los Angeles.

Schroders Wealth Management and Cazenove Capital build global leadership team for the next generation of wealth management

Appointments reinforce the firm's client-led strategy, deepen specialist expertise and demonstrate the strength of its leadership and succession planning to further support growth ambitions.

Edmond de Rothschild appoint Group Chief Risk Officer

With more than 25 years’ experience in risk management

GROW Digital Wealth Appoints Alan Lau as Chairman

The company said Lau would help guide its strategy as it expands its AI-enabled platform.

New CEO for Anthos Fund & Asset Management

The appointment is still subject to approval by the Dutch Financial Markets Authority (AFM).

JTC Announces Mid-year Promotions

The promotions recognise strong performance, contribution to the Group’s success and commitment to professional development.

Nomura AM hires former Goldman Sachs client portfolio manager

Richard Hastings will be responsible for coverage of the global dynamic bond fund, and the firm’s wider fixed income range.

Mirco Hager is the new CFO and member of the management board of Schwyzer Kantonalbank.

Mirco Hager will assume the role of CFO and Head of Finance and Risk Management at SZKB no later than September 1, 2026.

Impax Asset Management appoints Andrew Morris as Co-Head of Private Equity Infrastructure

Andrew brings more than two decades of infrastructure investing experience, spanning infrastructure, private equity and real assets.

Focus Partners Australia appoints head of wealth advisory

He joins the from Ord Minnett where he was state manager for Queensland and senior private wealth adviser.

Canaccord Wealth co-CIO steps down amid chief investment office changes

Richard Champion has worked in financial services for 41 years

Bellevue Asset Management gains experienced sales expert

This addition to the team is part of the ongoing development of the global sales structure under the leadership of Florin Boetschi

Rob Duarte Joins Investec as Private Client Business Development Lead in Jersey

Rob will focus on building relationships with high-net-worth individuals, entrepreneurs, family offices and professional intermediaries, helping clients access Investec’s bespoke private banking, lending and wealth solutions.

New leadership at One Four Nine Group

Gabrielle and Matt will work closely with Stuart Harding (COO) to continue to build a first-class national wealth advisory firm with in-house Discretionary Investment Manager (“DIM”).

Asia’s capacity for funding social good not keeping pace with growing wealth

In findings published in its Doing Good Index 2026, CAPS assessed the philanthropic and social investment environments across 17 Asian countries.

RBC Wealth Management Appoints Thomas Jost as Head of Financial Intermediaries Desk

Based in Singapore, Thomas will lead the strategic development and management of RBC WM Asia’s financial intermediary business across the region.

Executive Moves