Managers of Wealth

Ascot Lloyd hires Schroders’ Waterhouse as new chief client officer

He will succeed Gary Stirrup, who steps down from his position as chief commercial officer in October.

M&G names Tim Page asset management compliance head

In his new role, Page will oversee compliance across M&G’s global asset management operations, ensuring the firm meets evolving regulatory requirements while pursuing international growth ambitions.

HSBC Appoints Victor Matarranz as Head of International Wealth and Premier Banking for Americas and Europe

Victor joins HSBC from Banco Santander where he spent 13 years in senior leadership roles in Madrid and London

OCBC appoints veteran risk professional Carina Lee as new Group Chief Risk Officer

Ms Lee has been pivotal in building portfolio resilience as the Bank supports rising intra-ASEAN and ASEAN-Greater China flows

Hoxton Wealth announces two senior hires from Titan and SJP

Rabaiotti joins Hoxton from Titan Wealth where she held the position of director of compliance, while McNish has moved over from St James’s Place (SJP).

Christophe Laure has been appointed Head of Luxury & Lifestyle Division at IHG France

His career spans multiple leadership roles in France and across Europe, covering operational, commercial, and strategic responsibilities.

Changes in the General Management of Zürcher Kantonalbank

Roger Reist succeeds Stephanino Isele, who will leave the bank at the end of June 2026 as part of the regular succession planning for the members of the Executive Board.

Nomura AM UK wholesale head exits in shake-up

Head of UK & Ireland wholesale Jon Nash has left he asset manager.

City Hive names RBC Bluebay AM CEO as senior adviser

And expands ACT framework to the institutional market

Investec expands execution services with senior hires in fixed income, ETFs

The appointments mark an important step in expanding Investec’s high-tech, high-touch execution model.

$9B Chilton Trust Hires CEO From PNC Private Bank

Chilton Trust seeks to stabilize the head role by hiring wealth industry veteran Jennifer Lee after its former CEO stepped down over a year ago.

Brooke Dyer named J.P. Morgan Private Bank vice president

She has also served with U.S. Bancorp Investments and Wells Fargo Advisors.

CaixaBank AM’s Board of Directors appoints Juan Gandarias as Chairman and Belén Martín as Vice Chairwoman

Gandarias is also currently chairman of CaixaBank Wealth Management Luxembourg.

Arjan Huisman to step down as a member of the Management Board of Van Lanschot Kempen in May 2026

He also serves as Chairman of the Supervisory Board of Van Lanschot Kempen Switzerland.

Ocorian appoints Nana Aboagye as Client Director in Guernsey

Her expertise also includes supporting clients with economic substance and Pillar Two requirements, as well as reviewing and optimising corporate structures.

UBS Adds Annick Iwanowski as Managing Director in Coral Gables

UBS Incorporates Annick Iwanowski Into Its Coral Gables International Branch as Managing Director

Growth journey: Syz Bank makes trio of key hires

With more than a decade of experience advising clients, James Morton joins the bank’s Zurich-based team as UK lead, Senior Banker.

Citigroup taps Goldman, BNY veterans for senior wealth leadership roles, memo says

She previously spent 15 years at BNY, where she most recently served as head of global family office, retail and international wealth.

Ortec Finance Powers Growth Ambition With Senior Hire

His appointment marks a major milestone in Ortec Finance’s commitment to bring its proven technology to UK advice professionals, helping them deliver more engaging, personalised and scalable financial planning.

Butterfield Mortgages strengthens team with two new appointments

Kiefer Rendall has joined as the lender’s new Client Relationship Officer, while Ruby Bastick is a new Front of House Intern.

Executive Moves