Managers of Wealth

Sanctum Wealth Appoints Mitesh Dalal As Head Of Broking | BusinessWorld

Prior to that, he was the Business Head for the Premium segment, also overseeing the Non-Discretionary Portfolio Management Services business.

Partners Wealth Group appoints new head of Partners Private

The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner businesses.

Iress appoints new Executive General Manager - Customer to Wealth business

He joins Iress from Count, where he was the Head of Count Financial

Oak Guernsey announces appointment of Siobhan Bousfield as Director

In her new role at Oak, Siobhan will be responsible for ensuring the continuation of Oak’s renowned commitment to delivering exceptional client service.

Forward Group strengthens leadership team with board appointment

The team administers bespoke structures for high net worth private and corporate clients who need assistance with their wealth management and succession planning requirements.

Wealthify appoints Jessie Kwok as chief invesment officer

Jessie Kwok joins Wealthify from Investec, where she was Senior Investment Director for over three years.

Stephens Private Wealth Management Hires Financial Consultant Curtis Wethington

Mr. Wethington will be based in the Hot Springs, AR office.

SEI Appoints Leila Samara to Defined Contribution Team

Appointment Bolsters Talent Bench and Supports UK Offering

IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.

Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem

WRISE Group Appoints Regional Chief Investment Officer

This strategic appointment underscores WRISE Group’s commitment to delivering world-class wealth management

Dieter Meier's family office appoints new COO

Kate Family Office announces Moritz Runge as its new COO.

Deutsche names Zurich-based exec as head of LatAm private bank

Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.

Barclays strengthens Corporate Bank offerings in Asia Pacific and the Middle East with two senior appointments

Amaar Khan appointed as Managing Director, CIO & Head of Corporate Banking Technology, APAC & Middle East

ZEDRA expands transatlantic commercial team to unlock international opportunities for corporate clients

Paul Haynes joins as a Commercial Director based in London, having previously worked for several leading global providers in corporate services as the Regional Head of EMEA.

Promotion for JPM Private Bank’s ‘40 Under 40’ selection head

‘My career so far has been such an incredibly rewarding journey and something I am immensely grateful for.’

Charles Stanley hires LGIM sales boss to lead IFA push

Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.

Quilter hires Zara Bray as distribution director for its mortgage network

She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.

LGT Wealth Management makes eight Abrdn alumni partners

The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.

DBS announces senior-level appointments, grooming talent from within

Appoints new Group COO and Group Head of Audit from 1 April 2025

JP Morgan AM nabs Netwealth exec

Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.

Executive Moves