Managers of Wealth

Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman

Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.

Top 50 IAM recruits wealth planning head from BIL

Novum Capital Partners has made a second hire in a week, recruiting Bénédicte Elikann as head of wealth planning.

Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management

Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.

FNZ Appoints Anthony Habis as Group Head of Asia Pacific

Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific

Matthews Asia trims investment team amid layoffs

Morningstar has placed a number of the firm's funds under review after five portfolio managers were removed from the strategies, and have reportedly left the company.

Ex-HSBC Executive Joins Wealth Planning Consortium

He brings a diverse array of services including insurance, trust, and family office advisory services.

Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager

He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.

Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital

Former KKR executive brings 30 years of financial markets experience to Blue Owl

JP Morgan poaches Pictet PM in private banking push

JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients

Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale

They will join Brooks Macdonald on 1 July 2025.

Victor Hernandez joins Bolton Global Capital and launches NewEra Wealth for Hnwi

Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors.

RBC Wealth Management appoints new head of private banking in Singapore

This move is part of the firm's commitment to expanding its operations and enhancing client relations in Southeast Asia.

Iress appoints 2 to APAC wealth team

Callum Masson has been appointed as executive general manager for product and technology, while Martin Johnson joins as general manager for technology.

7IM investment veteran leaves after 15 years

Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.

Oberon hires former Cazenove Capital marketing boss

Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.

Evelyn Partners strengthens wealth management teams in the North with three new hires

Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition

RBC WM Names Singapore Head of Private Banking

He will also maintain his existing responsibilities as the regional chief operating officer (COO).

Ex-Julius Baer fund offering head takes analyst role at foundation

Patrick Roefs spent 16 years at Julius Baer before leaving last month.

SNB hunts for new statistics head

Guido Boller is leaving the Swiss National Bank after running the statistics department for almost 18 years.

Hawksford bolsters Jersey private client team with managing director promotion

She has previously won ‘Trustee of the year – Director’ category in Citywealth’s Future Leaders Awards and featured regularly in the eprivateclient Top 35 under 35 lists.

Executive Moves