Managers of Wealth

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.

SIX Securities Services Appoints New Head of Sales

Most recently, he served as CEO of HSBC Inka — the international investment management company of HSBC Germany in Düsseldorf.

Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek

Bloudek to shape operating model and strategy supporting growth and white-glove service

Rothschild & Co continues to grow its Wealth Management business in Israel with appointment of Senior Client Adviser

In that role, he managed a portfolio of 200 high-value clients, delivering tailored banking and investment solutions and working closely with compliance teams to develop risk-mitigation frameworks aligned with client needs.

Rathbones loses 94 years' service as five more wealth managers exit

The departures include another three investment directors who joined the business following its combination with Investec Wealth & Investment.

Titanbay appoints former Allfunds CIO as strategic advisor

The funds technology firm adds one of Europe's most experienced B2B fund distribution executives to its advisory team.

Edmond de Rothschild appoints new chairman in Luxembourg

Norbert Becker becomes board of directors chairman, effective 28 April, succeeding Benoit Dumont

Ticino private bank names ex-Julius Baer star as CEO

Sonia Gössi takes charge of BG Suisse Private Bank, which is owned by Banca Generali.

Rothschild & Co builds on momentum in Spain with strategic Wealth Management hire

New appointment marks a further step in the expansion of the Wealth Management business in Spain, strengthening local capabilities.

New business and private bank group executive appointed by ANZ

Tammy Medard will take on the role effective 1 May 2026.

Muzinich & Co. appoints Shailaja Krishnamurthy to strengthen Middle East presence

Shailaja will be based in the Firm’s Abu Dhabi Global Market (ADGM) office

HFL appoints new Client Services Director

She will also contribute to the firm’s work on succession planning and inter-generational wealth preservation.

Pictet AM hires new co-head of sales from Robeco

Prior to joining Robeco, Badjie spent nine years at the firm in Rotterdam, most recently as Global Head of Sales & Marketing and a member of the Executive Committee.

UBS Appoints Jeremy Autry as Market Director in the Manhattan Market

Prior to joining UBS, he served as Associate Market Manager for the 5th Avenue Market at Morgan Stanley, where he held leadership roles spanning sales, financial planning, and wholesale distribution.

Nomura Asset Management Appoints Chief Investment Strategist

Veteran Strategist to Lead Content Commercialization, Strengthen Wealth Advisor Relationships and Collaborate with Institutional Clients

Aberdeen Investments appoints global head of Multi-Asset and Alternatives

Aberdeen Investments has appointed Marianne Zangerl as Global Head of Multi Asset and Alternative Investment Solutions.

RBC BlueBay appoints Product Strategist in Hong Kong

In this role, he supports business development and client service across Asia ex-Japan, serving as the region’s technical subject matter expert for the firm’s full investment product suite.

HSBC PB names head of Global India

Gautam Anand will lead the Global India private banking franchise for HSBC.

FNZ appoints Andy Brodie as Group Head of FNZ UK

Andy brings significant delivery discipline and technical integrity to the business, together with strong experience working with UK regulators.

Jason Burgoyne joins Highvern and Permian as Group COO

His appointment reflects our ongoing commitment to scaling our capabilities and delivering the highest standards for our clients across the Group.

Executive Moves