Managers of Wealth

Oberon hires former Cazenove Capital marketing boss

Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.

Evelyn Partners strengthens wealth management teams in the North with three new hires

Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition

RBC WM Names Singapore Head of Private Banking

He will also maintain his existing responsibilities as the regional chief operating officer (COO).

Ex-Julius Baer fund offering head takes analyst role at foundation

Patrick Roefs spent 16 years at Julius Baer before leaving last month.

SNB hunts for new statistics head

Guido Boller is leaving the Swiss National Bank after running the statistics department for almost 18 years.

Hawksford bolsters Jersey private client team with managing director promotion

She has previously won ‘Trustee of the year – Director’ category in Citywealth’s Future Leaders Awards and featured regularly in the eprivateclient Top 35 under 35 lists.

Family office appoints inaugural chief executive

Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023.

SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer

CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm

Cazenove Capital appoints new Portfolio Director for charities team

With almost 20 years of investment experience, Hugo brings valuable expertise to this role.

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.

Executive Moves