Managers of Wealth

Rishi Sunak joins Goldman Sachs as senior adviser

Sunak will work with Goldman executives to advise clients on geopolitical and economic issues.

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

Eastspring Investments announces appointment of Head of Global Financial Institutions & Intermediaries

This newly created role will focus on Eastspring’s coverage of global banks and intermediaries across the firm’s distribution network

UBS Wealth adds Nedbank private banker to London HQ

Alex Clayton joins as client advisor in the London high-net-worth team.

Change to the Executive Board of SIX

Christoph Müller will become Head Banking Services and Member of the Executive Board of SIX on October 1, 2025.

Utmost Wealth Solutions announces leadership appointments in Asia

The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

William Blair Names Global Head of Investment Management

He succeeds Stephanie Braming, who announced her plans for retirement earlier this year.

Merrill Lynch Streamlines Regional Leadership at Private Wealth Unit

Josh Moody and Nathan Marsden will remain in their roles as managing directors of the Southeast and Northeast regions, respectively

RBC Brewin Dolphin names new head of Glasgow office

Over the course of 18 years at the firm, she has built a successful career managing and advising on investment portfolios for a range of private clients.

SJP private client directors exit in cost-cutting programme

Paul Emery, head of private client strategy and banking, will depart this week alongside head of private client consultancy and advice Chris Cahill.

Accuro announces eight mid-year promotions

The promotions reflect our continued commitment to developing and promoting from within, starting at a grass-roots level all the way up to senior leadership.

Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen

Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.

Banque Heritage appoints Antoine Blouin as Head of EAM

This appointment demonstrates the Bank’s commitment to strengthening its strategic positioning with independent asset managers, a rapidly growing segment in both Switzerland and the rest of the world.

Mirabaud & Cie (Europe) SA appoints Émilie Serrurier-Hoël as Chief Executive Officer

Based in Luxembourg, she will head up Mirabaud Group’s European Wealth Management business.

Swiss IAM hires ex-Vontobel AMC chief

Michael Haupt has joined The Valeur Group within institutional sales and client solutions.

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Executive Moves