Managers of Wealth

Bank Avera: New Head of Legal and Compliance

He brings proven expertise in the field of compliance as well as many years of experience in the financial industry.

JM Finn hires EFG Harris Allday duo for new Cheltenham office

The hires include EFG Harris Allday 25-year veteran Mark Burnett.

SimCorp names Peter Sanderson as Chief Executive Officer

Sanderson brings extensive and diverse expertise to SimCorp, refined over a distinguished career spanning key leadership roles in the financial industry.

Cécilia Jacquérioz appointed head of Dynagest

She will succeed Aymeric Converset, who has led Dynagest since April 2023 and has decided to pursue a new professional challenge.

Truist strengthens commercial banking, wealth management teams in Florida

Truist Wealth adds 6 new advisors across the state

Artemis CIO Paras Anand exits in restructure

Paras Anand departs the business around three years after joining from Fidelity International.

Nomura makes senior hires in wealth management expansion

Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.

Wealth Firm Taps Veteran to Drive Crypto Growth in Hong Kong

She also served on the board of the Private Wealth Management Association and was named among the Top 50 Most Influential Private Banking Executives in Asia.

HSBC GPB Names Top Asia Investment Counsellor

Lo has 24 years of banking experience, having joined HSBC in 2011

Jerome Niddam named Chief Executive Officer for Societe Generale Asia Pacific

This appointment will be effective 1 September 2025 and is subject to the approval of regulatory authorities.

Standard Chartered appoints Jason Forrester as Group Chief Risk Officer

He will be based in London and will report directly to Group Chief Executive, Bill Winters and become a member of the Group’s Management Team.

J.P. Morgan Private Bank Appoints Carrie Tang as Managing Director and Wealth Advisor in Hong Kong

Based in Hong Kong, Tang will focus on delivering holistic wealth planning solutions to the firm’s clients in the region.

SEI Names New Chief People and Culture Officer

Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

VP Bank's head of client engagement leaves banking

Cristina Jaeger is focusing on Her Financial Freedom, a platform she founded to educate women about finance.

Weatherbys hires ex-Coutts banker for Manchester push

Laurence Jackson joins as a private banker six years after leaving Coutts.

Two Senior UBS Wealth Managers Exit Amid Indonesia Market Shakeup

Both bankers specialised in the Indonesian market.

RBC WM Adds Bankers From UBS, Morgan Stanley, BOS

Pan has more than 20 years of experience in asset management and investment banking.

UBS Appoints New Market Head of Wealth Management in Israel

Following the departure of a manager, the bank is establishing unified leadership.

Markus Schwab joins the management of BEKB

Prior to that, he worked for almost two decades at PostFinance, where he played a key role in the company's core banking transformation, as well as its digitalization strategy and its implementation.

Executive Moves