Managers of Wealth

The Banker No One Saw Coming

A co-leadership between interim CEO Nic Dreckmann and CFO Evie Kostakis was also prematurely deemed a done deal.

Klay Welcomes Ravinder Singh as Managing Director - Wealth Management

Ravinder Singh will oversee expansion of Klay's wealth management operations, focusing on large domestic clients, family offices and NRI clients offering tailored solutions for their investment needs in India and for their global investments.

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.

Bison Adds High-Profile Palm Beach Key Private Bank Team

Bison is once again expanding in Florida with the addition of a new team

KKR nabs Blackstone's wealth exec for Japan lead

Yoshi Takemoto has joined KKR to lead the global wealth solutions platform in Japan.

Amundi appoints UK CEO

Eric Bramoullé to take over from Philippe d’Orgeval in role at French asset manager.

Private Banking Veteran to Join BOS' Board

Tee Fong Seng will become a member of the board of directors at Bank of Singapore

Brown Shipley strengthens Leeds office with appointment of new Wealth Planner

She specifically supported on estate and succession planning as well as pension and retirement planning.

Federal Council appoints new member of FINMA Board of Directors

The Board of Directors is responsible for FINMA's strategic leadership and for business management tasks.

Two wealth managers exit James Hambro & Partners’ Leeds office

Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year.

Brooks appoints business head in double Rathbones hire

Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones.

Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP

The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners.

Executive Moves

The Banker No One Saw Coming

Klay Welcomes Ravinder Singh as Managing Director - Wealth Management

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Bison Adds High-Profile Palm Beach Key Private Bank Team

KKR nabs Blackstone's wealth exec for Japan lead

Amundi appoints UK CEO

Private Banking Veteran to Join BOS' Board

Brown Shipley strengthens Leeds office with appointment of new Wealth Planner

Federal Council appoints new member of FINMA Board of Directors

Two wealth managers exit James Hambro & Partners’ Leeds office

Brooks appoints business head in double Rathbones hire

Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Abrdn names tech chief for investments unit in latest appointment under Jason Windsor

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Leadership changes at Cetera as Taylor prepares for retirement

Iress bids farewell to wealth CTO

MFS adds to its EMD team

The Openwork Partnership hires CFO from Rathbones

Christian Schüpbach becomes new head of the Market Services Department