Managers of Wealth

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

Global:Prudential appoints new CEO of Wealth

Her appointment was effective 1 June 2026.

Citi Expands Asia-Pacific DCM Team

The appointments form part of Citi’s broader strategy to enhance its leveraged and syndicated financing platform and support growing client demand across Asia-Pacific.

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management

Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services

Vontobel Co-CEO to Lead Swiss Wealth Management Banks Association

The appointments will take effect on September 18, 2026.

Citi appoints Rajeev Garg as new Head of Wealth for the UAE

Garg will lead the strategic advancement and performance of Citi’s Wealth vertical (Citigold, Citigold Private Client and Credit Cards) in the UAE

Crestbridge Fiduciary appoints Katherine Gamlin as Director

Katherine has considerable expertise in overseeing complex structures for ultra-high net worth families and private clients.

McKinsey Switzerland promotes three women and achieves a first

The new executives represent different sectors that are of central importance to the Swiss economy.

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.

M&G Life strengthens adviser and client support with Miriam Breen appointment

She will focus on deepening engagement with advisers and supporting the continued expansion of PruFund, helping to articulate the strength and scale of M&G’s investment capabilities as distribution grows.

Mirko Mandola appointed Head of Bonhôte-Immobilier SICAV

In this forward-looking context, Mirko Mandola assumed responsibility for the fund on June 1, 2026, succeeding Stéphane Picci, who chose to take early retirement.

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

New Leadership Role to Scale Capabilities and Support Client Transformation

Genesis Wealth adds $725 million advisor as breakaway momentum continues

His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.

Raymond James retires Charles Stanley brand in UK

The decision follows the integration work completed since it bought Charles Stanley in January 2022.

RBC WM strengthens private banking capabilities in HK

Among the four new hires is Amanda Yeung as managing director and team head.

Shadforth expands private wealth business with eight appointments

Insignia-owned Shadforth Financial Group has promoted eight senior associates to its private wealth advice team, bringing the total number of private wealth advisers to 103.

Suntera appoints new Global Head of Private Wealth

He will also join the Executive Committee (ExCo) and will be based in the UK.

Banner Jones strengthens Private Client division with new director

Alongside advising on complex estate administrations, she leads the firm's enquiry team and plays a key role in mentoring and developing junior lawyers.

KPMG Switzerland appoints banking expert as CEO

KPMG Switzerland is undergoing a change at the top: Pascal Sprenger will take over the reins in the autumn from Stefan Pfister, who has led the consulting firm for twelve years.

Executive Moves