Managers of Wealth

LGT Wealth Management strengthens regional presence with senior appointments

His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.

Anti-cyclical boutique promotes Swiss chief to partner

Alexander Piira has worked for German group Loys for over 15 years.

Handover of branch group management Glarus North

This step comes at an ideal time, ensuring a seamless transition and a stable continuation of the established course.

Barclays add EIS expert to mass affluent team

Mark Brownridge has left Blackfinch Group to become a team leader in the bank’s wealth management business.

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.

Wisdom Family Office Strengthens Leadership With Paragon Hire

He is expected to contribute to Wisdom’s continued expansion and further strengthen its advisory and governance capabilities, reflecting the firm’s long-term approach to wealth stewardship.

Highvern Begins 2026 with a New Round of Promotions

Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.

Zug IAM appoints deputy CEO

Alanh-Hubert Husson has joined Horizon Capital as deputy CEO.

Aviva Investors appointments target UK wealth sector

Bring previous Vanguard experience

Revolut Seeks Senior Management for Swiss Expansion

The breadth and seniority of these positions is unprecedented for Revolut in the local market.

Church House IM appoints head of bespoke portfolio service

Increasing demand for bespoke offerings

Multi-family office CV Advisors adds Bridgewater alum

Her work included portfolio construction, macroeconomic analysis, and asset and manager selection for sovereign wealth funds and public pension plans.

Paragon's Hong Kong CEO joins Wisdom Family Office

The banking and external asset management veteran has joined $7bn multi-family office Wisdom Group Holdings.

Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor

White's addition reflects Sapient's ongoing momentum attracting senior private wealth professionals who value independence

Coutts Scotland head calls time after 30 years

Alisdair Dewar announced he was standing down in a LinkedIn post.

Skybound Wealth appoints country manager for Spain

Skybound said the appointment reflects sustained demand from expats in the region

DASH hires Morningstar wealth exec

In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth.

FAB's global private banking head exits, prompts reshuffle

A leadership change at the Abu Dhabi bank's private banking unit comes as the lender continues to realign its wealth strategy and investment platform.

The Swiss Franc Stablecoin Association appoints an advisory board

A well-known name in the banking sector is also among the board members.

Cazenove Capital appoints Lynsey Carson to drive adviser partnerships across Scotland and the North

Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.

Executive Moves