Managers of Wealth

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

BNY Taps Brian Riley to Lead Wealth Management: Memo

Riley, who gave notice at Rockefeller last month, will start in January as global head of BNY Wealth, according to a memo from Jose Minaya, global head of BNY Investments & Wealth.

Indosuez WM recruits market leader from Bank of Singapore

The hire adds to a slew made last month, including Phonda Chan and Chua See Piu.

Bitcoin Suisse announces new client chief

Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer.

Jupiter Wealth Appoints Akshay Mathur as CEO of Singapore Unit

His prior experience includes roles at Citi Private Bank in Dubai and Bahrain, and relationship management positions at Deutsche Bank and Kotak Securities in India.

Quilter strengthens Executive Committee with two senior appointments

Jo Harris will join Quilter in January 2026 in the newly created role of chief customer officer, subject to regulatory approval.

Rothschild & Co Switzerland hires Baltic private banking boss

Kaie-Liis Asu has joined Rothschild & Co Wealth Management Switzerland from Estonia.

Sapient Capital Continues Nationwide Growth, Welcoming David Larado as a Partner

Industry Veteran Joins Independent RIA's New York Office, Recruiting Wealth Advisors Who Want to be Part of an Organization Built for Serving UHNW Clients

Felix Brill Appointed Head of International Locations of the VP Bank Group

In this role, he will be responsible for client business in Switzerland, Luxembourg, and Singapore

Partners Group appoints Nicholas Smith Wang as Partner and Co-Head of Private Equity Technology

Nicholas will be based at Partners Group's global headquarters in Baar-Zug, Switzerland, and will join the firm later this month.

Findex appoints wealth management partners

Findex has welcomed 29 new partners to its Australian partnership group, including seven wealth management additions.

Stonehage Fleming head of trading departs

Individual had been with the firm for almost 20 years; his next position is as yet unconfirmed, The TRADE understands.

Rathbones Strengthens Group Executive Leadership for Next Phase

All the new senior hires are subject to regulatory approval.

BLI appoints Marc Erpelding as Head of Asset Management; Quentin Gaget, new COO

Banque de Luxembourg Investments strengthens its leadership team with the new promotions to support the firm’s growth and transformation.

Goldman Sachs Asia-Pacific Private Wealth Unit Sees Record Managing Director Promotions

The figure represents the largest number of managing director promotions in the unit’s history.

Macquarie Asset Management Expands Wealth Team with Strategic New Hires

New partnership with iCapital expands access to Macquarie Asset Management’s infrastructure solutions for a global wealth audience.

Scott Stevens joins Mattioli Woods as Managing Director: Business Development and Marketing

He joins from St. James’s Place, where he led transformative marketing, recruitment, and digital growth initiatives.

Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services

Gregory Whitehead and Tony Oommen have joined the firm as Senior Vice Presidents and Managing Directors.

Marc Fischer to join the Executive Management of VP Fund Solutions (Liechtenstein) AG

The appointment is subject to approval by the Liechtenstein Financial Market Authority (FMA).

Columbia Threadneedle appoints head of UK client group

Based in London, Sarah joined the firm on 3 November and will be responsible for the UK client business and sales strategy.

Executive Moves