Managers of Wealth

ProudMouth Co-Founder Joins AI Notetaking Platform Zocks

Matt Halloran will serve as chief evangelist at Zocks, leading education efforts around AI adoption for advisors.

Hedwig Ulmer Busenhart joins FINMA's management team

The FINMA Board of Directors has appointed Hedwig Ulmer Busenhart as Head of the Insurance Division and a member of the FINMA Executive Board.

Rothschild & Co hires Dirk Jonske and Adrian Siew as Managing Directors in North America

Senior hires bolster the firm’s GP Solutions team

Lazard Expands Financial Advisory Leadership Roles to Advance Next Phase of Long-Term Growth Strategy

These expanded senior roles will enhance client connectivity, broaden market coverage, and invest in the next generation of banking talent, further advancing the firm’s vision for its future, Lazard 2030.

HSBC Appoints Jason Henderson as Chief Executive Officer for the U.S.

Henderson to continue advancing HSBC’s client-first approach and deepening the bank’s U.S. presence as a trusted international partner

Former Morgan Stanley wealth veteran Lim retires

The ex-Morgan Stanley co-head of investment management services, who worked for the bank in Hong Kong and Australia, is set to exit the industry.

GAM Investments strengthens German distribution presence with two senior hires in Frankfurt

These strategic appointments further reinforce GAM’s commitment to expanding its presence in Germany and delivering first-class solutions and long-term support to clients in the region.

Citi PB promotes four new MDs

They are Benjamin Choo, Richard Jiang, Andrew Li, and Sherlock Lou.

Fidelity International poaches Quilter sales head in MPS push

After two decades at Quilter, Graham Folley joins Fidelity in a newly created sales role.

Banque Heritage appoints Jérémy Dutoit as Head of Advisory & Investment Solutions

This appointment is part of the Bank's long-term strategy to strengthen its investment offering while providing its clients with increasingly relevant and personalised advice.

Jon Fadri Pitsch will become a new member of the management board of the Graubünden Cantonal Bank.

Jon Fadri Pitsch has worked for GKB since 2023 and has many years of experience in the financial sector and a proven track record.

Citi Strengthens Korean Franchise With Former UBS Executive

Based in Seoul and reporting to Cecile Gambardella and David Um, Soonwook Kwon will lead the integration and execution of Citi’s sales strategy across financial institutions and corporate clients.

Victoria Gammon joins Evelyn Partners as partner

She specialises in court of protection work and providing tailored advice to individuals receiving personal injury and clinical negligence settlements.

Guernsey Finance appoints Barnaby Molloy as Chief Executive

His appointment represents a natural progression in the organisation’s leadership as it continues to build on established foundations.

Dara Lynn Freytag Joins Holland & Knight's Private Wealth Services Group in Boston

"Dara Lynn's creativity, intelligence and incredible work ethic position her to substantially expand her very successful practice.

ZKB promotes insider to lead HNW private bank team

Zürcher Kantonalbank promotes Lars Mathys after his predecessor has taken on a new role within the bank.

New IAM reveals ex-Credit Suisse manager appointments

Acta Capital has appointed ex-Credit Suisse senior managers Philippe Theytaz and Garry Jensen to board roles.

Ex-CEO of Bank of America Merrill Lynch Becomes Alpen Partners Chairman

Christian De Prati has been named as the chairman of the board of directors at Alpen Partners, Alpen Partners International, and Goldbach Capital.

NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory

Former ICONIQ Capital and Morgan Stanley Leader Joins as Firm Reaches 5-Year Mark, Surpassing $80 Billion Following Record Recruiting Year

SimCorp appoints chief product officer

Adewuya is a seasoned product leader with more than two decades of experience in product strategy and innovation.

Executive Moves