Managers of Wealth

Brown Shipley appoints Kate Richardson as London-based Client Advisor

She brings extensive experience in managing high-net-worth clients and has a successful track record of client acquisition, long-term relationship management and strong intermediary networks.

Kestra Financial Promotes John Amore to President of Leading Wealth Management Platform

Current president Stephen Langlois set to retire at year-end

Julian Wren joins as new Banking Director

At Hampden & Co, he will provide commercial and personal clients with a bespoke service including day-to-day banking, deposits and a range of tailored borrowing.

Yap resurfaces at Hong Leong Bank

Jeffrey Yap was most recently head of investments and wealth solutions for southeast Asia at HSBC Global Private Banking and Wealth.

T. Rowe Price Adds Senior Distribution Duo

T. Rowe Price has appointed Juliette Lim as head of insurance solutions, Asia ex-Japan

Peregrine & Black snaps up Oberon investment manager

Ian Marsden, formerly of Redmayne Bentley, has joined the wealth group to manage bespoke portfolios.

UBP hires emerging market fixed income head

Incoming senior managing director Thomas Christiansen will start his second stint at the group in March.

Goldman Sachs AM names Swiss third-party wealth head

Patrik Zumstein is named as Goldman Sachs’ new head of Swiss third-party wealth business.

Schroders Capital names Head of UK Real Estate Investment

In his new role, Peter will work closely with Nick and Rebecca Gates, Head of UK Real Estate Asset Management.

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

Natixis Investment Managers appoints Christina Weiss as Head of Liquidity Solutions

She will report to Patrick Sobotta, Executive Managing Director Central and Eastern Europe.

TISE announces promotions, expands London role

TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.

FOAHK Names Leadership Team for Third Term

Family Office Association Hong Kong (FOAHK) has announced the new leadership team for its third term

UBP appoints Philippines market head

Jamian Lai joins from Headline Asia, where he was most recently venture partner and head of investor relations.

HIGHVERN Announces Group Wide Promotions

With these promotions, HIGHVERN continues to demonstrate its dedication to nurturing talent and delivering industry-leading service to its clients.

Mirabaud head of equities departs for Aussie pension fund

Anu Narula has left the firm to join AustralianSuper’s London office amid a host of changes across Mirabaud Asset Management.

Zwei Wealth announces new Geneva location head

Thierry Cherf joins the firm after holding senior distribution roles at several well-known Swiss players.

ABN AMRO Bank intends to propose Marguerite Bérard as new CEO

The bank has identified a suitable candidate to lead ABN AMRO into its next phase of growth and success.

Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock

Jake joins Centurion Wealth Management, expanding the firm's advisory team.

Fiera Capital Promotes Paul de la Roche to Head of Private Wealth Canada

He will also retain his role as Senior Investment Counsellor.

Executive Moves