Managers of Wealth

Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive

His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

M&G Wealth platform CEO joins consultancy firm’s board

He is joined by Kate Webber, chief solutions and technology officer at the Principles for Responsible Investment (PRI), whose career spans product and strategy leadership at Northern Trust, Calastone and BNY Mellon.

Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

She will work closely with clients and colleagues to deliver innovative and tailored solutions that reflect the increasingly global nature of wealth management today, aligning with the business’ long-term growth strategy in the UK.

Bauer exits M&G for fixed income role at RLAM

Joins RLAM as fund manager after 13 years at M&G

Finli hires new chief commercial officer as Goldthorpe stands down

He will continue to serve on the firm’s executive committee as well as being engaged in various leadership forums.

Self-regulatory organisation names new president

Peter Lutz, the SAV/SNV's long-standing president, will pass the baton to Nicolas Ramelet.

Suntera Global strengthens Africa-focussed Private Wealth offering with senior appointment

Based in our Jersey office, Chad will play a crucial role in nurturing opportunities and growing our private wealth offering in the African market.

Peter Røder Lauridsen appointed new country manager in Denmark

He has worked in many positions since joining the bank in 2000, first in Denmark and later in Stockholm.

BBVA Global Wealth Advisors Adds Gastón Guerrero Betanzos as Financial Advisor in San Diego

He will serve clients from Mexico

Johnston Carmichael Wealth appoints new financial planner in Inverness

He will manage a portfolio of both individual high-net worth and corporate clients, developing planning strategies to help them secure their financial goals.

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.

Aldermore Bank chief Cooper to run wealth manager Fairstone

Backed by investors including TA Associates, Fairstone has roughly £20bn of assets under management, and a client base of more than 120,000 people.

Jupiter appoints new CIO

Ex-RLAM CIO Piers Hillier named as active manager seeks to build business momentum

Amundi appoints alts business development chief

De Casson’s roles at Lyxor included being the head of global product range.

Northern Trust Appoints Global Head of Product Management for Asset Servicing

She leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients

UBP builds Asia EAM dealing team

The Swiss bank has hired three to create a dedicated dealing team for external asset managers in Asia.

NBB appoints Bassam Al Tattan as Head of Private Banking

Bassam brings with him over 17 years of experience in the financial services sector across the GCC

Simon Redman to lead product strategy at PATRIZIA, strengthening smart real asset solutions for wealth, defined contribution and institutional markets

PATRIZIA has appointed Simon Redman as Head of Product within its Client Division.

Oddo BHF strengthens investment banking with CS veteran

According to the press release, he was responsible for the largest midmarket corporate finance team in Switzerland

Klay Wealth names Nikita Jain as deputy CEO

The JP Morgan veteran has been hired to drive global growth.

Executive Moves