Managers of Wealth

Penny Lovell steps down as Sanlam Private Wealth CEO

Prior to that, she was managing director at Rothschild Wealth Management.

Saffery Champness appoints senior compliance manager in Guernsey

Debbie’s appointment further supports the continued growth of the firm and follows the recent promotion of eight team members in the Guernsey office.

UBS Wealth Unit Strengthens Private Market Sales

She over 15 years of private equity fund experience

LGL appoints a new C-Suite with key Executive promotions.

The internal appointments are part of a series of changes developed to ensure the group continues their planned trajectory and are well-positioned for further development.

JSS PM joins Bellevue to launch healthcare fund

Bellevue already has a range of healthcare funds with different specialisms.

Matt Cockayne joins Nucoro as chief revenue officer

Matt ticks all those boxes and more.

Clinton Foundation's Maura Pally to Join Blackstone Charitable Foundation as Executive Director

Ms. Pally joins from the Clinton Foundation, where she was most recently Executive Vice President.

Wealth advisor updates board nominees

Our board nominees are proven leaders who bring a depth of expertise and knowledge that complements our existing world-class team.

Citi Taps Unconventional Sectors to Fill Hong Kong Talent Gap

In 2022, Citi plans to hire another 600 to 700 employees in Hong Kong with a continued focus not only on local talent but also international talent to replace the nearly 700 staff that left last year.

Sanlam hires new UK leadership line-up

The new executive line-up comes a few months after funds run by private equity house Oaktree snapped up Sanlam UK in a £140m deal.

Mercer Appoints US West Market CEO

Mustafa is a dynamic leader with extensive consulting and leadership experience

Morgan Stanley Veteran Joins Fleming’s Rockefeller

Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.

Team with More Than $670 Million Joins Ameriprise

Penn Wealth Planning says Ameriprise’s financial planning expertise and commitment from leadership will help them deliver first-class service to clients

IQ-EQ appoints new Head of Legal, UK, Ireland & Crown Dependencies

She has worked in the UK, Ireland and Jersey, and internationally in Luxembourg, Netherlands, India and Australia.

Bantleon appoints relationship management head

Jörg Schubert is now responsible for the group’s direct equity investments on the supervisory board.

Bäch IAM hires Vontobel Swiss Wealth Advisers founding partner

Alpen Partners International is an independent asset manager with offices in Bäch/ Wollerau, Zurich, Geneva and Ticino.

Ex-UBS Manager Heads To Copenhagen

Since being appointed Chairman in 2018, Karsten Dybvad has made extensive changes to Danske Bank, including setting a new management team led by CEO Carsten Egeriis and strengthening governance and customer focus, enabling the management to focus on Dansk

Executive Moves