Managers of Wealth

Doha Bank expands wealth management capabilities with senior hire

The bank is expanding its investment product suite and boosting its wealth platform to cater to the needs of its growing client base.

Crestbridge Family Office Services appoints Client Director

He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.

FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member

Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making investing more accessible to more people worldwide.

Cresset Appoints Albert Leshinsky as Head of Corporate Development

“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.

Senior NRI banker at Bank of Singapore exits

The managing director spent over a decade at the Singaporean private bank.

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.

Edmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team

New team to accelerate institutional growth across Infrastructure, Real Estate and Private Equity strategies

Indosuez WM strengthens China bench

The new hires are Eddie Chng, market leader, and relationship managers Aveline Tan and Anna Liu.

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

RBC Global Asset Management announces leadership transition

Dan Chornous to retire following storied 45-year career

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

Withers grows US Art and Advisory team with senior counsel Frank Lord

Frank joins Withers in New York after more than five years leading his own specialized art law practice.

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

BNY Taps Brian Riley to Lead Wealth Management: Memo

Riley, who gave notice at Rockefeller last month, will start in January as global head of BNY Wealth, according to a memo from Jose Minaya, global head of BNY Investments & Wealth.

Indosuez WM recruits market leader from Bank of Singapore

The hire adds to a slew made last month, including Phonda Chan and Chua See Piu.

Executive Moves