Managers of Wealth

EFG shuts office as two more join JM Finn Cheltenham

Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.

Cazenove’s Scotland head promoted to head of UK regions

Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.

Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO

Simon feels that it is the right time to step back from a full-time executive role and consider other ways in which to contribute to the industry, as well as spending more time with his family and two grandchildren.

Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver

New hires bring decades of experience in private banking, investment strategy, and client advisory

Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor

She will work closely with the Birmingham team and colleagues across Brown Shipley

Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board

He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level.

KKR expands ME wealth push with new senior hire in Dubai

The firm is building a diversified regional team spanning investment, capital raising and client coverage.

EFG International: Former Journalist Becomes Media Chief

In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.

New Client Services Director for IQ-EQ

Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.

Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit

Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm

WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman

After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.

NFP Appoints Jessica Espinoza, Retirement Advisory National Practice Leader, and Stephen Jans, Wealth Management National Practice Leader

New practice leaders ensure commitment to delivering integrated solutions for middle market clients that reflect the full spectrum of their financial needs

Executive Moves

EFG shuts office as two more join JM Finn Cheltenham

Cazenove’s Scotland head promoted to head of UK regions

Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO

Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver

Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor

Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board

KKR expands ME wealth push with new senior hire in Dubai

EFG International: Former Journalist Becomes Media Chief

New Client Services Director for IQ-EQ

Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit

WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman

NFP Appoints Jessica Espinoza, Retirement Advisory National Practice Leader, and Stephen Jans, Wealth Management National Practice Leader

EFG International announces changes to Board of Directors and leadership team of EFG Bank (Luxembourg) S.A.

Zurich independent asset manager onboards UBS relationship manager

Marco Primavesi will leave the BLKB board of directors at the end of 2025

HSBC names head of IWPB in Taiwan

LGT loses its portfolio management head

Deutsche Bank PB Expands Thailand Coverage

Quilter appoints Sam Christopher as proposition director

BCN appoints senior portfolio manager as CIO