Managers of Wealth

HSBC AM’s Global Head of Sustainability Erin Leonard Exits

Leonard’s departure comes as HSBC undergoes a restructuring under new CEO George Elhedery.

Ex-Deutsche Bank South Asia COO joins Dubai wealth firm

Cheryl Wong has been appointed as COO at Klay Singapore.

Top 50 IAM expands Nordic coverage with latest hire

Iiro Salonen is the latest to join LeoVest's team in order to expand its offering in the Nordic regions.

BNP Paribas WM reshuffles Taiwan head role

Following the departure of its onshore head, the French private bank's Taiwan operations has undergone some changes.

Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

Carmignac to appoint two further family members as non-executive directors

Charles Carmignac and Amaury Carmignac, sons of found, chairperson and CIO Edouard Carmignac, have been nominated to join the board in June 2025 following the firm’s annual general meeting.

VG Bolsters Board and Leadership Team with Three Industry Leaders

In addition to organic growth, the firm is exploring strategic M&A.

'Time for a rest' - Hampden veterans call it a day

George Grierson and David Bell have announced their retirement from the Edinburgh-based private bank.

Clifton Asset Management appoints Jo Swain as chief risk officer

Swain joins from Succession Wealth and will take up her new role on the Clifton Group’s main board in early May 2025.

Capital Group acquires asset manager from Vontobel

Rateitschak brings extensive experience in the wealth management business

HSBC group chairman Mark Tucker to retire

Tucker will continue to serve as a strategic adviser to the group CEO and the board during the ongoing search for a permanent chair.

JP Morgan Asset Management Strengthens Active ETF Team with Vanguard Hire

The appointment comes as JPMAM continues to expand its active ETF offerings in Australia.

Ex-Woodman CIO takes charge of maritime fund manager

Ex-Woodman Asset Management investment chief Torben Degn takes on new role as CEO of fund management company European Maritime Finance.

Partners Group Appoints Expert for U.S. Insurance Market

The appointment aims to strengthen the Client Solutions business

Jupiter Fund Management Chair David Cruickshank to retire

Cruickshank will not stand for re-election at Jupiter's annual general meeting next year.

Top HSBC private banker to exit after restructure

Caroline Kitidis set to depart as the UK lender scraps her role

Aberdeen’s Alastair Black announces retirement after 35 years in financial services

Black has spent 22 of those years with Aberdeen in a variety of roles, joining as business development manager in October 2002.

Julius Baer reshuffles Singapore and Dubai NRI teams

The global restructure last month that saw the removal of the team head layer, also impacted the Swiss pure-play's non-resident Indian (NRI) team, and involved a relocation.

Farrer & Co announces partner and senior counsel promotions

These appointments bring the firm’s total number of partners to 102, reflecting its continued growth and commitment to investing in its people and client service.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Executive Moves