Managers of Wealth

Schroders expands Value investment team

He will begin in early September.

Alto Hires Executives from J.P. Morgan Wealth Management and Securitize to Support Next Phase of Growth

Strategic hires come as a shifting regulatory landscape is set to significantly expand private market access for retail investors.

Titanbay Appoints ex-UBS Exec as Head of Switzerland

His arrival comes as Titanbay continues to scale across Europe to meet growing demand for seamless, scalable private markets access.

AMINA Bank Taps Banking Leader Michael Benz to Lead APAC Expansion

Switzerland’s fastest-growing crypto bank strengthens Hong Kong presence as regulatory framework reaches new maturity

UBP suffers another key exit from private markets unit

Institutional private markets boss Christophe Gantenbein has joined asset manager Copenhagen Infrastructure Partners.

Sasha Wiggins Appointed Chair of UK Retail Investment Campaign

The appointment of Sasha reflects Barclays’ long-standing commitment to improving financial inclusion and closing the UK’s investment gap.

Billionaire Spencer Hires Schroders Veteran to Manage His Wealth

UK billionaire Michael Spencer has hired a Schroders Plc veteran to lead his family office, expanding the investing capabilities of the firm managing one of Britain’s biggest fortunes.

St. James’s Place Strengthens Leadership with New CTO Appointment

This move is in line with the company’s strategic efforts to strengthen its leadership team and enhance its technological capabilities, potentially impacting its market position and stakeholder interests.

Ascot Lloyd hires ex-Investec Wealth CTO in tech restructure

Eden Scrivenger will take over from Jaco Cebula as the consolidator merges its technology and operations functions

Charles Stanley appoints new Sustainable Portfolio Lead

Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation.

SEI Appoints Robert Hum to Lead Investment Product Development and Activation

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth

HSBC names SEA head of capital markets for wealth

The bank has promoted from within to fill Ishan Sarkar's previous role, after he was promoted to Singapore head of Wealth & Premier Solutions last month.

The Openwork Partnership appoints former Aviva wealth boss as new CEO

The Openwork Partnership is one of the UK’s largest financial services networks with over 4,750 advisers.

BCN asset management chief exits for insurance group

He has consistently held a Citywire rating since the start of 2022.

Canaccord bespoke investment manager departs for W1M

Thulasi Muraleetharan has left Canaccord Wealth after three years in the bespoke investment team.

Citizens Financial Group Names Aunoy Banerjee of Barclays as Chief Financial Officer

He will serve on the company’s Executive Committee and report to Chairman and CEO Bruce Van Saun.

SEI Investments (Europe) Limited Makes Two Key Board Appointments

Diane Seymour-Williams Appointed as Board Chair, David Lawton Joins as Independent Non-Executive Director

Sarasin & Partners appoint new head of private clients

He is responsible for managing portfolios for a wide range of UK and international private clients and charities, including several of the firm’s largest relationships.

Helvetica Property Investors Announces CEO Succession Effective November 1, 2025

The Board of Directors would like to thank him for his valuable contribution.

LGT Crestone scales alts capabilities with senior appointment

Over his 15 years of experience in financial services, he also held investment roles at Prudential International Assurance

Executive Moves