Managers of Wealth

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

Former Asia Head of Rothschild joins Digital-Asset Wealth Firm Metalpha

She will be focus on building a digital asset friendly family office platform, effective on August 1, 2025.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

BLKB CEO and chair to quit bank earlier

Deputy chair of the board of directors Nadia Tarolli Schmidt and deputy CEO Christoph Schär are taking on their bosses' roles on an interim basis.

Managing director and fund manager leave Bellevue Germany

The Swiss asset manager had already announced that its German subsidiary will become a sales unit.

SEI Appoints Karin Risi and Tom Naratil to Board of Directors

Evolution of Leadership Supports SEI’s Transformation and Commitment to Long-term Growth

New CIO for Brennwald & Partner

The economist with a doctorate brings more than 30 years of experience in asset management, investment consulting, and client service.

Ex-VP Bank executive joins Vaduz IAM as CEO

Martin Jonasch has joined GN Finance after the previous CEO left to pursue a position in government.

Robeco appoints new CIO

Anton Eser to take on the role

Alex Ham joins Barclays as Global Chairman of Investment Banking

He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital.

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

HSBC GPB Strengthens Southeast Asia Coverage with New Appointments

His new position will focus on strengthening ties between HSBC’s domestic businesses and its offshore private banking operations.

Seasoned UBS private debt PM joins new firm in Zurich

Stefanie Müller joins Swiss Credit Partners as senior portfolio manager.

Praxis announces first promotions in move to year-round recognition model

The first three promoted under the new framework are two new Associate Directors in Jersey and one in Guernsey.

Schroders unveils new Head of Value Equities

He will be focused on ensuring the team-based Value investment approach continues to harness the opportunities offered by unpredictable markets, underpinned by its consistent and disciplined research-driven process.

Investors react as Nick Kirrage exits Schroders

Simon Adler promoted to head of value equities as Nick Kirrage leaves firm

Broadridge appoints Munish Gautam from JPMorgan as global head of trading platforms

He will lead the continued integration of Broadridge’s market-leading product suite and spearhead the development of advanced multi-asset trading capabilities.

RBC WM's SEA market head departs

The market head was at the bank for three years.

HSBC GPB makes senior hires across SEA and international markets

The latest hires at HSBC GPB build on several other recent senior appointments in the region.

GAM Strengthens European Presence with Appointment of Karim Carmoun to Lead France, Benelux and Monaco

Based in Paris, Karim will report directly to GAM’s incoming Group Chief Distribution Officer, Tim Rainsford, who will re-join the firm on 1 October.

Executive Moves