Managers of Wealth

Wall Street pioneer Krawcheck to step down from Ellevest for health

Female focused wealth manager will be led by co-CEOs.

Saltus appoints Andy Cawker as chairman of asset management

His expertise and commitment to governance position him well to chair Saltus Asset Management

ING appoints Sali Salieski as global head of Private Individuals

Sali currently is head of Retail and Private Banking at ING Belgium.

HSBC U.S. Head of International Wealth, Premier and Global Private Banking Racquel Oden Expands Team with New Head of U.S. Ultra High Net Worth

Previously, he was a wealth advisor at A.W. Jones and started his career at JP Morgan Private Bank.

AMP nabs Mercer wealth manager

In his new role, Allmey will oversee a continued focus on the growth of the AMP Super Fund.

Invicta makes a senior appointment in Guernsey

Prior to this Nel advised on formation of offshore structuring including tax and exchange control aspects as part of a Cape Town based law firm.

Edmond de Rothschild Asset Management appoints Vianney Hocquet as Hybrid Corporate Debt Portfolio Manager

He began his career at BNP Paribas in Paris as a proprietary bond trader in 2010.

Ex-Deutsche Apac COO joins Singapore wealth firm as CEO

Progeny, which is headquartered in the UK, has recruited veteran banker to lead its business in the Lion City.

Periscope Wealth Partners Announces Strategic Expansion with New Team Members, and Enhanced Brand Presence

The addition of these professionals will ensure a seamless experience for clients while broadening the firm's areas of focus.

Berenberg strengthens sales in Switzerland

Before joining Berenberg, he worked for Natixis and Picard Angst, among others.

Sonja Stirnimann waives re-election to the Board of Directors

She has been a member of the Board since 2019 and is Chair of the Audit Committee.

SwissComply expands partnership in wave of appointments

A total of six promotions has now been announced at SwissComply.

New CEO as Ravenscroft sells off wealth management business

"I am 100% confident that we have found the right partner in Titan Wealth to take forward the wealth management part of Ravenscroft, realise its potential and continue meeting our clients’ investment needs.

Unicorn Asset Management appoints Mark Westcott and Cleo Papathanasopoulou

Strategic hires to support growth and enhance client service capabilities

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses.

DBS announces senior-level appointments, grooming talent from within

Appoints new Group Head of Institutional Banking and Singapore Country Head from 1 Jan 2025

Zurich IAM recruits portfolio management head

Manuel Bolliger joins from Tramondo Investment Partners as Genesis Investment Partners continues to expand its team.

Amy Richards joins Canaccord Wealth’s international business as a Non-Executive Director

Her insight will be invaluable to the business as we progress in our ambition to be the best integrated wealth manager by performance and service.

Another Global Leader at UBS Moves to Asia

This is in addition to his current role as COO of the bank’s wealth management unit globally.

HSBC Nets Ex-Lombard Odier Executive for Singapore

In the role, Lim will focus on growing client relationships in the ultra-high net worth (UHNW) and family office segments.

Executive Moves