Managers of Wealth

Simon Redman to lead product strategy at PATRIZIA, strengthening smart real asset solutions for wealth, defined contribution and institutional markets

PATRIZIA has appointed Simon Redman as Head of Product within its Client Division.

Oddo BHF strengthens investment banking with CS veteran

According to the press release, he was responsible for the largest midmarket corporate finance team in Switzerland

Klay Wealth names Nikita Jain as deputy CEO

The JP Morgan veteran has been hired to drive global growth.

Cantonal bank hires ex-Mirabaud AM chief economist to head investment strategy

Banque Cantonale du Valais has recruited experienced economist Gero Jung.

Hawksford names Tamara Hill COO for Cayman Islands office

Hill has more than 20 years’ experience in international financial services

St. James’s Place appoints Richard Garfield as Head of Talent Acquisition for Middle East

Appointment signals wealth management firm’s growth ambitions in the region

AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth

ain Rayner will join AFH as Chief Commercial Officer from January 2026 and James Fogarty has joined this month, taking on a new role of Recruitment Director, with a focus on adviser recruitment.

Swisscanto Asset Management International names CEO

The Luxembourg-based unit is promoting Jasna Ofak, who has worked there since 2016.

Andbank Wealth Management incorporates Rodrigo Utrera as director of variable income

With more than 20 years of experience in the financial markets, Utrera comes from Santander Asset Management

Keith Jones steps down as a non-executive director of Evelyn Partners

Keith leaves the Board with our thanks and very best wishes for the future."

Brandon Williams Named Head of Private Banking and Wealth Management for City National Bank

Williams will report directly to Howard Hammond, president and chief executive officer.

Royal London Asset Management appoints Davina Goodall-Smith as new Chief Operating Officer

Davina brings extensive experience in the asset management and financial services industry

JM Finn hires Rathbones investment manager for Bristol push

Andy Theban joins as an investment manager ahead to help broaden JM Finn's reach in the South West.

Welcome to Lutz Lemke!

We warmly welcome Lutz and look forward to his contributions in his new role!

Bernstein Appoints Cecily Bolding to Lead Its Office in Dallas, Texas

In her new role, Bolding will lead a team of wealth advisors serving high-net-worth and ultrahigh-net-worth clients, reporting to Adam Sansiveri, Regional Senior Managing Director at Bernstein.

Bernstein Private Wealth Management Hires Top Industry Talent to Accelerate Growth in Priority Regions

Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.

Howard Cheng Joins Carrick Lane as Partner and Head of Risk

Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.

Insigneo Adds Leandro Infantino in New York as Managing Director

The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network

New leaders of Schroders client groups promoted in Asia

Jason Yu and Katherine Cox head up Schroders’ client groups in Hong Kong and South Asia.

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.

Executive Moves