Managers of Wealth

Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

Park Avenue Securities and National Financial Network welcome Brian Falconer and colleagues from Wealth Management Resource Group

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.

Lucerne real estate asset manager announces deputy CEO

Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.

JP Morgan recruits latest private banking duo in Switzerland

Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.

Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities

They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.

Brown Shipley appoints Paul Williams as Head of Compliance

Williams reports to Robert Kitchen, Brown Shipley Chief Executive, and Simon Spilsbury, Quintet Group Head of Compliance.

Citizens Continues Private Wealth Expansion with Addition of Advisor Team in Southern California

Reddaway and his team specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.

Gresham Partners Recognizes Excellence with Three Promotions

Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide.

Ocorian appoints new Head of Guernsey Private Client

Andy has over 25 years of experience in financial services

Nomura IWM's Greater China banker departs

The banker, who covers China ultra-high net worth market, has left the bank after one and a half years.

Vontobel chief economist departs

Reto Cueni had been Vontobel’s chief economist since 2020.

JP Morgan Asset Management expands in Switzerland

He most recently served as Sales Director Switzerland at Nordea Asset Management.

SEB appoints new Country Manager UK and new Head of Private Wealth Management & Family Office

The changes are effective as of August 25, 2025.

Franklin Templeton hires former StanChart ME director

The asset manager has hired a well-known name in the investment landscape in the Middle East to bolster its client solutions.

Redmayne Bentley adds to financial planning team

She joins from The Private Office and will focus on providing tailored financial planning in Leeds and Harrogate.

Timothy Stansbury Joins Orion Wealth Management LLC

Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.

Rathbones GROUP builds leadership to meet the rising need for wealth services

The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.

Deutsche Bank PB Names Former Credit Suisse Exec as EMEA COO

In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.

Lazard Asset Management names head of Switzerland

He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.

SJP adds six new managers to struggling global small-cap fund

The £1.9bn fund is adopting a multi-manager approach after years of underperformance.

Executive Moves