Managers of Wealth

Nucleus promotes Mike Regan into new Deputy CEO role

The creation of this role reflects the ambition and continued growth of Nucleus as one of the leaders in the sector.

Nicola Wealth strengthens executive bench with Archambault and Coman-Walker

New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape

Wealth Advisors Trust Company Appoints Jonathan Connolly as President & COO to Lead National Expansion

Former UBS executive and Wealthspire Trust CEO will guide the firm’s growth and operations, reinforcing its position as America’s premier advisor-friendly corporate trustee.

Ex-Raymond James recruitment head sets up UK wealth talent firm

Jason Cherriman has established London-based Credencia Talent a few months after his 16-year career at Raymond James came to an end.

Suntera Global strengthens UK Private Wealth offering with senior appointment

Based in London, John will be focussing on UK clients, intermediaries and business introducers to boost Suntera’s private wealth offering.

BNP Paribas WM recruits Taiwan onshore team head from HSBC

The French private bank is ramping up recruitment efforts soon after appointing its new Taiwan wealth management head, Che-Kun Hsu.

Partners Group brings in PE experts for tech and health

Both will be based at the firm's headquarters in Zug

Hypothekarbank Lenzburg AG announces personnel changes in the management

The Head of Finance & Risk, Stefan Meyer, will leave the bank at the end of January 2026.

Ex-Citi Vet Returns to Lead Corporate Banking for Taiwan

She returns to Citi where she previously spent 20 years covering large corporate clients across industries in Taiwan.

Callanish Capital gears up for advice expansion with F1 signing

CEO Haig Bathgate announces a string of news at the multi-family office.

Stanley Chan exits Indosuez WM

Chan is on gardening leave until mid-January.

Ex-Top 50 senior PM moves to Italian private bank

Daniele Seca has left Novum Partners and joined Fideuram - Intesa Sanpaolo Private Banking as a private banker.

Söderberg hires ex-Wealthtime executive as CCO

Prior to that, he was sales director at the group, overseeing the design and implementation of segmentation and distribution models.

J.P. Morgan Private Bank Nabs Ex-Goldman MD in Singapore

In the role, he will lead the growth of the bank's investment and advisory platforms in the region.

MAI promotes wealth head Albie MacDonald as president

MacDonald previously served as soon-to-be-$60bn MAI's senior managing director of wealth management and president of the firm’s advisor referral program.

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”

Canaccord Wealth launches new wealth planning service in Isle of Man

The company has made three new appointments to coincide with the move

RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors

Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

Executive Moves