Managers of Wealth

Global Wealth Management Welcomes New Medicare Specialist

She will be meeting one-on-one with clients to advise

Frontier appoints family office expert

Frontier said her family office background would be useful as the firm looked to expand into other areas such as endowment, wealth management and family office.

Senior appointments at Kleinwort Hambros

Kleinwort Hambros has made a number of senior appointments to its group and Channel Islands’ business.

Sionic Appoints ex KPMG Director Scott Lee

He joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG.

Equity Trustees expands wealth team

Prior to that, she held positions at Morgan Stanley and E.L. and C. Baillieu Limited and Thornton Group.

T. Rowe CEO to retire

Stromberg would also step down as his roles as chair of the board and chair of the firm’s management committee but would serve on the board as a non-executive chair.

Private banking veteran named Leno Trust MD

Dianne Bingham steps down but remains on the board

ZEDRA appoints Business Development Director

His appointment comes as ZEDRA anticipates triple digit revenue growth in 2021 and plans to capitalise on the UK’s growing levels of wealth.

Industry-Renowned Wealth Team Joins Old National

The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011

Avaloq unveils new Asia-Pacific direction with senior promotions

Gery Dachlan has been appointed as Managing Director for South Asia and Australia, while Pascal Wengi has been appointed as Managing Director for the North Asia region.

Seba Bank Appoints Asia CEO

This appointment demonstrates SEBA Bank’s commitment to strengthening its status as a leader in the provision of digital asset banking services in Asia.

Sanlam Wealth CEO departs

White will be will be replaced by Jonathan Polin.

RBC Global Asset Management grows private markets team with appointment of new Head, Global Infrastructure Investments

Mr. Hay's experience in the infrastructure investment space is extensive.

IQ-EQ announces Guernsey promotions

11 internal promotions in its Guernsey business

Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive Board

He is a 34-year banking veteran, bringing extensive experience in risk management and in-depth knowledge of the financial services industry.

AdvisorEngine Hires Chief Information Officer

Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale

BNY Mellon Wealth Management Names A National Director of Portfolio Management

He is based in Boston.

Natixis Investment Managers announce senior appointments

Joseph Pinto and Christophe Lanne will both continue to report to Tim Ryan, member of Natixis’ senior management committee and global CEO of Asset and Wealth Management within Groupe BPCE’s Global Financial Services division.

AHR Private Clients bolsters senior team

The development of the senior management team will also position the business favourably in its ambitions to expand to a team of 50 advisers managing circa £2bn AUM, within three years of launch.

Blackstone Hires Head of Blackstone Innovations Investments

BXI Investments invests in early-stage companies that are well-positioned to benefit from a deeper relationship with Blackstone's many businesses, portfolio companies and extensive global network.

Executive Moves