Managers of Wealth

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.

Evelyn hires Aberdeen planning director in North push

Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.

Geneva Boutique Recruits Two CS/UBS Managers

They are expected to support the company’s expansion plans.

Brown Shipley names Kitchen as permanent CEO

He has been heading the business on an interim basis since Calum Brewster’s departure last year.

PIMCO names wealth management lead

Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six years.

LPL Welcomes Shorepoint Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.

Senior UBS private bankers join wealth firm in Geneva

Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.

LGT Wealth Management appoints Investment Manager for Jersey team

Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.

Ares builds up wealth team with Fidante poach

The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.

Sovereign Channel Islands appoints new MD

He joined Sovereign in 2019 as in-house legal counsel and joined the Sovereign Pension’s board in 2022.

Oddo BHF goes on the offensive in Switzerland

“The strong commitment to the Swiss capital market opens up further perspectives for Commerzbank’s corporate customers in Switzerland,” says Gernot Kleckner , Head of Capital Markets in the Corporate Customers segment at Commerzbank.

Nomura hires Ong Kin Yok as Malaysia, Singapore MD, team head for international wealth mgmt biz — Reuters

Prior to HSBC, Ong was with UBS, where he held various positions, including senior client partner of the global family office for the ultra-high-net-worth clients

Laïla Rochat becomes partner at Schellenberg Wittmer

With her pragmatic and strategic approach, she delivers tailor-made and innovative solutions in tax matters.

Executive Moves