Managers of Wealth

Howard Cheng Joins Carrick Lane as Partner and Head of Risk

Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.

Insigneo Adds Leandro Infantino in New York as Managing Director

The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network

New leaders of Schroders client groups promoted in Asia

Jason Yu and Katherine Cox head up Schroders’ client groups in Hong Kong and South Asia.

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.

Ex-RBC Brewin Dolphin MD joins old colleagues at new boutique

Charles Ferry is the latest Brewin alumnus to join Simon Blowey's new firm Cauvery Wealth.

Chris Prudhomme, J.P. Morgan Private Bank

He joins from New York Life.

Barclays announces senior leadership appointments across Private Bank and Wealth Management UK and Crown Dependencies

He has advised leading banks, insurers, and wealth managers on digital transformation, growth strategy, and operating model redesign, with a focus on tech-enabled innovation and scalable digital platforms.

Top 50 IAM hires ex-Syz senior relationship manager

Lakefield Partners continues it expansion with its third relationship manager this year, Reto Nussbaumer.

Crestbridge Family Office Services appoints Managing Director

Prior to joining Crestbridge FOS, Steve was Managing Director of the Jersey office of a private equity-owned global financial services business

Former Citi PB region head for ME, Africa joins JP Morgan

After more than three decades in senior leadership roles, a Citi veteran has joined JP Morgan Private Bank to oversee its operations from Dubai.

LGT Wealth India hires seven senior executives to strengthen its private client Franchise

Anirudh Chowdhry, Managing Director, LGT Wealth India brings a deep understanding of the evolving needs of Global Indian families

Northern Trust Names New Ohio Market President

During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.

Brooks Macdonald founder Gumpel joins Downing

Gumpel has been appointed head of multi-asset liquid alternatives at Downing with his Aubrey colleague Renato Guerrieri also joining as quant boss.

Coller hires Franklin Templeton alts specialist to lead Northern Europe wealth sales

Appointment comes after the firm hired heads of southern Europe and DACH.

Tideway Wealth adds chartered financial planner amid ‘strategic expansion’

Harry Donoghue joins from independent advice firm The Private Office

BNP Paribas Wealth Management Names Kah Yi Chung Head of Private and Alternative Investments for Asia

In her new role, Chung is tasked with leading and accelerating the firm’s growth strategy in private and alternative investments across the region.

Christopher Hogbin Joins Lazard Asset Management as Chief Executive Officer

Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.

Rathbones senior fund picker exits Greenbank arm

Saleem Shivji has left the firm after five years.

Former StanChart global wealth head joins Bain & Company

The private banking veteran will take on an external advisor role at the consultancy, providing advice on financial services.

Jean-Luc Thérond appointed Chief Executive Officer of CAWL

At a meeting chaired by Laurent Bennet, CAWL’s Board of Directors appointed Jean-Luc Thérond as Chief Executive Officer, effective 1 September 2025.

Executive Moves