Managers of Wealth

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

RBC Global Asset Management announces leadership transition

Dan Chornous to retire following storied 45-year career

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

Withers grows US Art and Advisory team with senior counsel Frank Lord

Frank joins Withers in New York after more than five years leading his own specialized art law practice.

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

BNY Taps Brian Riley to Lead Wealth Management: Memo

Riley, who gave notice at Rockefeller last month, will start in January as global head of BNY Wealth, according to a memo from Jose Minaya, global head of BNY Investments & Wealth.

Indosuez WM recruits market leader from Bank of Singapore

The hire adds to a slew made last month, including Phonda Chan and Chua See Piu.

Bitcoin Suisse announces new client chief

Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer.

Jupiter Wealth Appoints Akshay Mathur as CEO of Singapore Unit

His prior experience includes roles at Citi Private Bank in Dubai and Bahrain, and relationship management positions at Deutsche Bank and Kotak Securities in India.

Quilter strengthens Executive Committee with two senior appointments

Jo Harris will join Quilter in January 2026 in the newly created role of chief customer officer, subject to regulatory approval.

Rothschild & Co Switzerland hires Baltic private banking boss

Kaie-Liis Asu has joined Rothschild & Co Wealth Management Switzerland from Estonia.

Sapient Capital Continues Nationwide Growth, Welcoming David Larado as a Partner

Industry Veteran Joins Independent RIA's New York Office, Recruiting Wealth Advisors Who Want to be Part of an Organization Built for Serving UHNW Clients

Felix Brill Appointed Head of International Locations of the VP Bank Group

In this role, he will be responsible for client business in Switzerland, Luxembourg, and Singapore

Partners Group appoints Nicholas Smith Wang as Partner and Co-Head of Private Equity Technology

Nicholas will be based at Partners Group's global headquarters in Baar-Zug, Switzerland, and will join the firm later this month.

Findex appoints wealth management partners

Findex has welcomed 29 new partners to its Australian partnership group, including seven wealth management additions.

Stonehage Fleming head of trading departs

Individual had been with the firm for almost 20 years; his next position is as yet unconfirmed, The TRADE understands.

Executive Moves