Managers of Wealth

Citigroup joins US lenders in exiting Net-Zero Banking Alliance

Financial firms, historically criticized for their connections to the fossil fuel industry, have made efforts to incorporate net-zero standards more prominently into their operations.

Haitong International Securities recruits ex-Guotai Junan exec for wealth lead

Jaclyn Kaur has been recruited as Haitong International Securities' head of private wealth management.

HL eyes ex-SkyBet CEO as new chair – reports

The consortium acquiring Hargreaves wants Richard Flint to replace Alison Platt as chair, according to Sky.

Sarah Soar to depart Hawksmoor parent company

Michael Bishop to become managing director of investment management

Former teacher amongst promotions announced by Saffery Trust

The news marks the sixth promotion for Simon since joining Saffery Trust in an entry-level position 10 years ago.

Craig Schneider Joins Oppenheimer as Regional Director of Michigan

Appointment Builds on Firm’s Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas

The Banker No One Saw Coming

A co-leadership between interim CEO Nic Dreckmann and CFO Evie Kostakis was also prematurely deemed a done deal.

Klay Welcomes Ravinder Singh as Managing Director - Wealth Management

Ravinder Singh will oversee expansion of Klay's wealth management operations, focusing on large domestic clients, family offices and NRI clients offering tailored solutions for their investment needs in India and for their global investments.

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.

Bison Adds High-Profile Palm Beach Key Private Bank Team

Bison is once again expanding in Florida with the addition of a new team

KKR nabs Blackstone's wealth exec for Japan lead

Yoshi Takemoto has joined KKR to lead the global wealth solutions platform in Japan.

Amundi appoints UK CEO

Eric Bramoullé to take over from Philippe d’Orgeval in role at French asset manager.

Private Banking Veteran to Join BOS' Board

Tee Fong Seng will become a member of the board of directors at Bank of Singapore

Brown Shipley strengthens Leeds office with appointment of new Wealth Planner

She specifically supported on estate and succession planning as well as pension and retirement planning.

Federal Council appoints new member of FINMA Board of Directors

The Board of Directors is responsible for FINMA's strategic leadership and for business management tasks.

Two wealth managers exit James Hambro & Partners’ Leeds office

Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year.

Brooks appoints business head in double Rathbones hire

Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones.

Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP

The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners.

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Abrdn names tech chief for investments unit in latest appointment under Jason Windsor

Alain Courbebaisse will take on role in the new year

Executive Moves