Managers of Wealth

Sequent Group expands with new U.S. division, spearheaded by high profile wealth strategist

Industry veteran Karen Creel recruited as managing director, head of wealth structuring

UBS Global Wealth Management's Head of Advisory and Sales Team Resigns

Sarah Lim has stepped down from her position in Singapore after two years leading the team and more than three years with the bank

LGT names German-speaking Switzerland EAM head

Marc Schlund joined LGT Private Banking from Octogone Gestion this May.

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.

Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office

Craig has 25 years’ wealth management experience.

Praxis appoints Group Head to lead corporate services expansion

Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.

UBS Asset Management Names Japan President

Previously, he also worked at Morgan Stanley, Mizuho Securities, and SMBC Nikko Securities.

GSB adds senior debt adviser to Dubai office

Prior to that, he was a finance broker at Raymond Jones & Company.

Oakglen Wealth recruits another Cheviot founding partner

Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.

Eastspring Appoints New CEO for Malaysia

Before joining Eastspring, she worked at Hong Leong Asset Management.

Praxis appoints new MD to lead its Malta private wealth and corporate division

Patrick also spent several years working in the wealth management and investment management industry.

Cartier-owner Richemont names new CEO amid luxury slowdown

As part of a shake-up at the firm, Bos will take on duties not currently performed by Lambert - who will stay on as chief operations officer (COO).

Pimco: The New Switzerland Chief Comes from London

In his current role, Gysi oversees the family office business in Europe and global wealth management for the French-speaking part of Switzerland.

Titan Private Wealth drops co-CEO role two months after hiring Investec veteran

Matthew Beddall is now a regional managing partner, leaving Mark Puleikis as the sole CEO.

Eraneos appoints new chief financial officer

He has many years of experience in the areas of finance, IT and digitalization

Richemont overhauls chief executive role as it navigates luxury downturn

Swiss company appoints Van Cleef & Arpels head as new group chief

Abrdn Top 30 star moves to RiverStone International

Tom Rosser, who features in this year’s Top 30 Under 30, leaves his role as an analyst in the Abrdn MyFolio research team.

7IM makes six platform hires as it targets doubling of AUM

Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.

Víctor Matarranz to step down as head of global wealth management at Santander, sources say

The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros

Santander Names Javier Garcia Carranza as Head of Wealth and Insurance

Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.

Executive Moves