Managers of Wealth

Schofield Sweeney welcomes private wealth expert

She also has particular expertise in succession planning for family businesses, as well as complex trust structures and cross-border matters.

Firm news: private client and wealth management appointments

Recognised as a Key Lawyer in The Legal 500 and an accredited Lifetime Lawyer, she has built a specialist team advising clients on contested wills, inheritance and trust disputes.

State Street IM appoints BlackRock’s MacLeod to digital wealth platform

Following an eight year career at BlackRock’s digital distribution team

UBS Hires Financial Advisor Team of Four in Tampa, FL

Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners.

Geneva private debt boutique recruits senior investment director

Roy Charles Bates joins IPF Partners from fellow Geneva-based alternative investment group Iteram Capital.

TEAM appoints wealth manager to serve Singapore’s domestic market

Firm opens up global investment capability to Singaporean clients

Lina Lim to leave HSBC Private Bank

Allen Chiu, head of discretionary and funds specialists, Hong Kong, will cover Lim’s role on an interim basis.

Erik Bergman appointed Head of Nordics at Natixis Corporate & Investment Banking

Erik reports to Alain Gallois, Global Head of Advisory & Coverage and Head of Europe.

BIL Announces the Appointments of Melanie Babb as CFO and Michaël Bonnier as CCO

These appointments reflect the Bank’s commitment to strengthening its leadership team and supporting its long-term strategic ambitions.

NatWest appoints Ashleigh Dorrington-Harvey as Head of Manufacturing and Construction

Throughout her career, she has built a strong track record of developing trusted stakeholder relationships and helping shape strategic growth across key industries.

Fieldpoint Private Welcomes New Banking Team

New Managing Directors bring decades of experience in corporate trust, escrow, loan agency, captive insurance and project finance

Yannick Archambault appointment bolsters Citi’s leadership in Canada

Former Nicola Wealth president brings three decades of private banking leadership to Citi's Canadian arm

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

Prior to joining Peapack Private, Leonard served as Vice President and Commercial Banking Relationship Manager at Metropolitan Commercial Bank in New York City, where he managed and expanded relationships with middle-market companies, private equity spons

Executive Moves

Schofield Sweeney welcomes private wealth expert

Firm news: private client and wealth management appointments

State Street IM appoints BlackRock’s MacLeod to digital wealth platform

UBS Hires Financial Advisor Team of Four in Tampa, FL

Geneva private debt boutique recruits senior investment director

TEAM appoints wealth manager to serve Singapore’s domestic market

Lina Lim to leave HSBC Private Bank

Erik Bergman appointed Head of Nordics at Natixis Corporate & Investment Banking

BIL Announces the Appointments of Melanie Babb as CFO and Michaël Bonnier as CCO

NatWest appoints Ashleigh Dorrington-Harvey as Head of Manufacturing and Construction

Fieldpoint Private Welcomes New Banking Team

Yannick Archambault appointment bolsters Citi’s leadership in Canada

Peapack Private Appoints Leonard Carraturo as Senior Managing Director, Commercial Private Banker

Baillie Gifford Names Singapore Client Head

Shemara Wikramanayake to retire in November 2026, Greg Ward to become Managing Director and CEO of Macquarie Group

Benchmark appoints former Schroders Personal Wealth director to Oculus

Barclays Private Bank Names Nikhil Jha to Lead NRI Franchise in Singapore

Fidelis Capital names Herb Achey as partner

Titan Wealth grows financial planning team

Standard Chartered Hires Nicholas Loh for Affluent Portfolio Growth Role in Wealth Management