Managers of Wealth

Cresset Appoints Albert Leshinsky as Head of Corporate Development

“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.

Senior NRI banker at Bank of Singapore exits

The managing director spent over a decade at the Singaporean private bank.

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.

Edmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team

New team to accelerate institutional growth across Infrastructure, Real Estate and Private Equity strategies

Indosuez WM strengthens China bench

The new hires are Eddie Chng, market leader, and relationship managers Aveline Tan and Anna Liu.

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

RBC Global Asset Management announces leadership transition

Dan Chornous to retire following storied 45-year career

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

Withers grows US Art and Advisory team with senior counsel Frank Lord

Frank joins Withers in New York after more than five years leading his own specialized art law practice.

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

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.

Executive Moves