Managers of Wealth

Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm

Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals.

Schroders builds out wealth team with hiring of family office veteran

Schroders Wealth Management has hired Sharon Sim as head of business development, Asia.

Man Group Names New Swiss Sales Chief

The global alternative investment manager, Man Group, has appointed Joerg Zimmermann as its new head of Swiss sales.

Decalia equities head departs

Alexander Roose has left Geneva for a banking group in Belgium.

Board halved: Inside the exodus at Reyl Intesa Sanpaolo

Several experienced managers have left the firm, which is also closing its Singapore division.

Quintet Danmark: Leadership Promotion

Henning will further strengthen our business and play a key role in executing our Nordic growth strategy.

The CEO of AKB is stepping down.

Until his self-chosen departure, Dieter Widmer will have led the bank very successfully for 9 years as Chairman of the Board with great foresight and pronounced entrepreneurial thinking.

Ocorian appoints Head of Private Clients, Hong Kong

In her role, Francel leads Ocorian’s Private Client team in Hong Kong

Industry Insider Takes Reins of HSBC’s India Private Bank

HSBC expands its South Asian wealth footprint, appointing industry veteran Gautam Anand as Head of Global India for HSBC Private Bank.

Top 50 IAM hires ex-HSBC banker to run major market

Louis-Philippe Martel has joined Targa 5 as a senior wealth manager and country head of Mexico.

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest

The acquisition by NatWest, which is subject to regulatory approval, was announced on 9 February 2026 and is expected to complete this summer.

UBS Announces Leadership Appointments in the Southeast US Region

John Houlihan named Market Executive for the South Market

Mirabaud Asset Management appoints Caroline Desclaux as Head of Sales France

Mirabaud Asset Management strengthens its French business with the appointment of Caroline Desclaux.

NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office

He helps his clients manage transactions, credit, recapitalization and portfolio structure.

Eastspring Investments appoints new head of HK intermediary sales,

Fanny Lee will focus on deepening Eastspring’s partnerships across private banks, wealth platforms and intermediaries.

Standard Chartered appoints Shebani Baweja as Group Chief Data Officer

As Group CDO, Shebani will lead the Group Data Office and continue to shape the Bank’s data strategy, setting the direction for how data is governed, managed and used across the organisation.

Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management

Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness

Executive Moves