Managers of Wealth

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.

AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment

AlTi appoints Cesar Pachon to lead its Miami office, as part of its strategy to deepen capabilities in key US growth markets

‘Doubled in size’ Assetmax recruits Swiss star for further growth

Infront CEO Enrique Sacau discusses the group’s strategy for its wealth management platform Assetmax.

Impax Environmental Markets seeks new investment manager

The new board may appoint Saba as the new manager, according to QuotedData

St James's Place tumbles as two more appointed representatives leave

Prospera’s website says it is currently "undergoing maintenance but we will be back up and running very soon".

Verse announces new CTO

Verse Wealth have announced the appointment of a new chief technology, Daniel Rickard.

Alistair Douglas joins rockwealth after nearly 20 years at RBC Brewin Dolphin

Alistair Douglas has joined rockwealth Edinburgh after almost two decades with RBC Brewin Dolphin.

Lynne Burns appointed Barclays Group Human Resources Director

Lynne joins from Linklaters, where she was Chief People Officer.

Bentley Trust Names Emily Burgess as CEO of Malta office

Her career reflects deep expertise in trust administration, governance and regulatory compliance within international environments.

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform.

QNB Appoints Husam-Eddin El-Gheriani as Private Banking Vice President

In the new position, he will work with high-net-worth and ultra-high-net-worth clients across investment advisory, wealth preservation, succession planning, credit structuring and cross-border private banking, he said.

Standard Chartered PLC confirms the appointment of Manus Costello as Group Chief Financial Officer

Further to the announcement on 17 May 2026 that Manus Costello would be appointed as Standard Chartered PLC’s (the “Company”) Group Chief Financial Officer (“GCFO”)

HIGHVERN Announces Mid-Year Promotions

The promotions come as HIGHVERN continues its growth as part of the broader HIGHVERN and Permian Group.

S&W appoints two independent non-executive directors

Their appointments further broaden the range of expertise available to the Board.

Praxis appoints Ian Crellin as Client Services Director in the Isle of Man

Ian joined Praxis in 2026 and serves on the Board of the Isle of Man business, where he is responsible for leading the team that oversees the day-to-day administration of client structures.

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia and the Carolinas

Veteran wealth management executive to lead growth and advisory services for high-net-worth clients across growing markets in the Southeast.

Quintet appoints Joséphine Vérine to Board of Directors

She currently serves as Senior Vice President, Clienteling & Lifestyle & Hospitality, at Louis Vuitton, where she leads the development of a global portfolio while contributing to the brand’s long-term growth strategy.

Deutsche Bank Hires Citi Veteran for Southeast Asia

Jennifer Tay will join the bank on August 3 and report to Johanes Oeni, Head of Southeast Asia for Deutsche Bank’s Private Bank

Sarasin & Partners appoints new Partners from Charities and Private Clients teams

Tom Lindsey, who joined Sarasin & Partners in 2017, manages multi-asset portfolios on behalf of charities, endowments and not-for-profit institutions, drawing on more than 15 years of investment experience across multi-asset and absolute return portfo

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