Managers of Wealth

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.

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices.

Centricity WealthTech appoints Kartik Kini as strategy, execution head for Invictus

The appointment is aimed at strengthening the firm's focus on high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) under its Invictus platform, the tech-enabled wealth management startup said in a statement.

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

Kaiser Partner Privatbank AG strengthens its Board of Directors with Thomas Süssli

His core areas of expertise include geopolitics, security and cybersecurity, as well as digital transformation.

She left Citigroup after 18 years as one of its top women. Why Ida Liu chose HSBC as her next move

She was one of Citi’s seniormost women before her departure.

Lombard Odier further strengthens Asia leadership team with appointment of Edwin Tan

He joins from DBS, where he most recently served as Market Head covering Thailand, the Philippines and Vietnam.

Arcpoint lands mandates from trio of Sydney wealth firms

The outsourced chief investment officer firm has landed a mandate from three Sydney-based private wealth firms.

Claude Penneveyre will become team leader of wealth management.

In this position, he will report to Alexandre Stumm, Head of Sales and member of the bank's management board.

Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board

The move is designed to deepen the firm's institutional credentials and accelerate its global growth ambitions.

US Bank taps former NFL player Steven Israel to expand athlete-focused wealth push

Ex-player’s financial services career was most recently with JPMorgan Private Bank.

RBC Brewin Dolphin Aberdeen recruiting a Wealth Administrator for Financial Planning Team

As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

Pictet WM recruits from UBS for Asia CIO

Switzerland's Pictet Wealth Management hires ex-UBS two decade veteran regional chief investment officer.

Executive Moves