Managers of Wealth

Highvern Begins 2026 with a New Round of Promotions

Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.

Zug IAM appoints deputy CEO

Alanh-Hubert Husson has joined Horizon Capital as deputy CEO.

Aviva Investors appointments target UK wealth sector

Bring previous Vanguard experience

Revolut Seeks Senior Management for Swiss Expansion

The breadth and seniority of these positions is unprecedented for Revolut in the local market.

Church House IM appoints head of bespoke portfolio service

Increasing demand for bespoke offerings

Multi-family office CV Advisors adds Bridgewater alum

Her work included portfolio construction, macroeconomic analysis, and asset and manager selection for sovereign wealth funds and public pension plans.

Paragon's Hong Kong CEO joins Wisdom Family Office

The banking and external asset management veteran has joined $7bn multi-family office Wisdom Group Holdings.

Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor

White's addition reflects Sapient's ongoing momentum attracting senior private wealth professionals who value independence

Coutts Scotland head calls time after 30 years

Alisdair Dewar announced he was standing down in a LinkedIn post.

Skybound Wealth appoints country manager for Spain

Skybound said the appointment reflects sustained demand from expats in the region

DASH hires Morningstar wealth exec

In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth.

FAB's global private banking head exits, prompts reshuffle

A leadership change at the Abu Dhabi bank's private banking unit comes as the lender continues to realign its wealth strategy and investment platform.

The Swiss Franc Stablecoin Association appoints an advisory board

A well-known name in the banking sector is also among the board members.

Cazenove Capital appoints Lynsey Carson to drive adviser partnerships across Scotland and the North

Working closely with Simon Cooper, Head of DFM, Lynsey will play a pivotal role in expanding our support for financial advisers and their high-net-worth clients.

7IM appoints Ben Kumar to senior strategy role as advice and policy reform accelerates

In his expanded role, he will continue to contribute to portfolio strategy while leading the group’s public policy positioning, industry engagement and strategic thinking across wealth and investment.

SFE Announce New Chair of Wealth Management Group

With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.

Quilter appoints Warren Vickers as managing director of Quilter Financial Planning as Steve Fryett announces retirement

Warren Vickers, currently commercial director of Quilter Financial Planning, will succeed Steve as Managing Director and will additionally assume oversight of Quilter’s national advice business, Quilter Financial Advisers.

BNY Wealth names Brian Riley as Global Head of Wealth Business

In his new position, Riley is responsible for setting the strategic direction of BNY Wealth, driving business expansion and enhancing the client experience across the platform.

Ex-UBS executive to join Oddo BHF as deputy CEO

Simone Westerfeld is set to join in late spring, following senior roles at UBS and Basler Kantonalbank.

Sarasin & Partners hires Fidelity veteran as investment head

Fiona O'Neill joins the £17.4bn investment firm after two decades at Fidelity.

Executive Moves