Managers of Wealth

Fieldpoint Private Welcomes New Banking Team

New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance

Yannick Archambault appointment bolsters Citi’s leadership in Canada

Former Nicola Wealth president brings three decades of private banking leadership to Citi's Canadian arm

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

Prior to joining Peapack Private, Leonard served as Vice President and Commercial Banking Relationship Manager at Metropolitan Commercial Bank in New York City, where he managed and expanded relationships with middle-market companies, private equity spons

Baillie Gifford Names Singapore Client Head

He will lead the firm’s client relationships and business development efforts across Southeast Asia

Shemara Wikramanayake to retire in November 2026, Greg Ward to become Managing Director and CEO of Macquarie Group

Ms Wikramanayake will retire and step down from the Boards of Macquarie Group Limited and Macquarie Bank Limited effective 6 November 2026.

Benchmark appoints former Schroders Personal Wealth director to Oculus

Renfrew will lead the next phase of growth at the firm, according to the announcement

Barclays Private Bank Names Nikhil Jha to Lead NRI Franchise in Singapore

Jha joins from Bank of Singapore, where he was a team head managing international client portfolios. H

Fidelis Capital names Herb Achey as partner

Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank.

Titan Wealth grows financial planning team

Ms Davies described Titan Wealth as being in “an exciting phase of growth”.

Standard Chartered Hires Nicholas Loh for Affluent Portfolio Growth Role in Wealth Management

In the role, Loh will focus on the digital growth strategy for the bank's Priority segment, using data, artificial intelligence and client insights to develop personalised client journeys, according to the post.

Barclays Private Bank bolsters investment management team in Singapore

Barclays Private Bank has strengthened its investment management team in Singapore with the hire of a former Nomura executive.

Truist hires Shimna Sameer as head of Truist Wealth

Sameer to drive growth, investment in wealth management business

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

The incoming CIO takes the role less than three years after joining the firm

Citi Private Bank’s former chief of staff joins HSBC

HSBC Private Bank has hired a 22-year Citi executive who was most recently the chief of staff for the latter’s private banking unit.

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Nick Smith and Chris Tiano previously served as Directors with Lazard Wealth

J.P. Morgan Private Bank Taiwan Head Anita Mak Reportedly Set to Step Down

J.P. Morgan has not publicly announced her departure or named a successor.

UOB Private Bank names Judy Chan as Hong Kong managing director

She will oversee client coverage and team leadership in the city.

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester

She brings over 20 years of wealth management and private banking experience, having previously held senior client-facing roles at Coutts & Co.

BRI Wealth Management announces appointment of former Rathbones CEO, Paul Stockton, as Non-Executive Director

The appointment represents a significant milestone in BRI's strategy as the firm continues to grow its regional presence both organically and through acquisitions.

Business People: Daniel Farley promoted at U.S. Bank Wealth Management

Previously, he was a commercial real estate professional at Dougherty Financial Group and chief financial officer with Master Development Services.

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