Managers of Wealth

Ex-EFG AM bond fund manager joins VC firm as CEO

Roberto Matta joins new venture capital firm Evoleen Invest as its chief executive officer, with plans to launch an inaugural fund imminently.

Ocorian Promotes 22 in Jersey

The promotions highlight Ocorian’s ongoing growth

Ocorian appoints Global Head of Partnerships to help drive growth

She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.

Financial adviser joins RBC Wealth Management in Las Vegas

Wealth expert brings $300m in assets under management to the firm.

Equiom Group Appoints New Regional Head of Asia

Her expertise spans business transformation, change management, and corporate governance, with a strong focus on delivering tailored solutions to clients worldwide.

Swiss Life Asset Managers: New Head Real Estate

His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.

Former UBS Executive Joins Lombard Odier

Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.

New hire strengthens private wealth team at independent firm Praxis

His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.

Fidelity International global bond CIO to exit

The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.

UOB Private Bank's Malaysia market head resigns

The market head was at UOB Private Bank for five years before leaving.

Trio of additions to Dorset wealth management firm

He specialises in wealth management, equity release, and retirement planning.

Principal Asset Management names global real estate head

He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.

Nikko AM appoints CIO to replace outgoing head

Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’

PIMCO Announces 2025 Managing Directors

The following officers have been promoted to Managing Director with these objectives in mind

Evelyn Partners names financial planning director for London team

She joins from Satis Wealth Management

Flagstar Bank appoints Mark Pittsey as head of private banking and wealth management to drive strategic growth

Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management

Ex-BNP Paribas WM market head joins Top 50 IAM

Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.

Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman

Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.

Top 50 IAM recruits wealth planning head from BIL

Novum Capital Partners has made a second hire in a week, recruiting Bénédicte Elikann as head of wealth planning.

Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management

Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.

Executive Moves