03/18/2025
Trio of additions to Dorset wealth management firm
He specialises in wealth management, equity release, and retirement planning.
Executive Moves
03/18/2025
Principal Asset Management names global real estate head
He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.
03/18/2025
Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’
03/18/2025
PIMCO Announces 2025 Managing Directors
The following officers have been promoted to Managing Director with these objectives in mind
03/18/2025
Evelyn Partners names financial planning director for London team
She joins from Satis Wealth Management
03/18/2025
Flagstar Bank appoints Mark Pittsey as head of private banking and wealth management to drive strategic growth
Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management
03/18/2025
Ex-BNP Paribas WM market head joins Top 50 IAM
Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.
03/18/2025
Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman
Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.
03/18/2025
Top 50 IAM recruits wealth planning head from BIL
Novum Capital Partners has made a second hire in a week, recruiting Bénédicte Elikann as head of wealth planning.
03/18/2025
Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management
Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.
03/17/2025
FNZ Appoints Anthony Habis as Group Head of Asia Pacific
Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific
03/17/2025
Matthews Asia trims investment team amid layoffs
Morningstar has placed a number of the firm's funds under review after five portfolio managers were removed from the strategies, and have reportedly left the company.
03/17/2025
Ex-HSBC Executive Joins Wealth Planning Consortium
He brings a diverse array of services including insurance, trust, and family office advisory services.
03/17/2025
Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager
He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.
03/17/2025
Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital
Former KKR executive brings 30 years of financial markets experience to Blue Owl
03/17/2025
JP Morgan poaches Pictet PM in private banking push
JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients
03/14/2025
Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale
They will join Brooks Macdonald on 1 July 2025.
03/14/2025
Victor Hernandez joins Bolton Global Capital and launches NewEra Wealth for Hnwi
Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors.
03/14/2025
RBC Wealth Management appoints new head of private banking in Singapore
This move is part of the firm's commitment to expanding its operations and enhancing client relations in Southeast Asia.
03/14/2025
Iress appoints 2 to APAC wealth team
Callum Masson has been appointed as executive general manager for product and technology, while Martin Johnson joins as general manager for technology.