Managers of Wealth

Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital

Former KKR executive brings 30 years of financial markets experience to Blue Owl

JP Morgan poaches Pictet PM in private banking push

JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients

Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale

They will join Brooks Macdonald on 1 July 2025.

Victor Hernandez joins Bolton Global Capital and launches NewEra Wealth for Hnwi

Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors.

RBC Wealth Management appoints new head of private banking in Singapore

This move is part of the firm's commitment to expanding its operations and enhancing client relations in Southeast Asia.

Iress appoints 2 to APAC wealth team

Callum Masson has been appointed as executive general manager for product and technology, while Martin Johnson joins as general manager for technology.

7IM investment veteran leaves after 15 years

Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.

Oberon hires former Cazenove Capital marketing boss

Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.

Evelyn Partners strengthens wealth management teams in the North with three new hires

Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition

RBC WM Names Singapore Head of Private Banking

He will also maintain his existing responsibilities as the regional chief operating officer (COO).

Ex-Julius Baer fund offering head takes analyst role at foundation

Patrick Roefs spent 16 years at Julius Baer before leaving last month.

SNB hunts for new statistics head

Guido Boller is leaving the Swiss National Bank after running the statistics department for almost 18 years.

Hawksford bolsters Jersey private client team with managing director promotion

She has previously won ‘Trustee of the year – Director’ category in Citywealth’s Future Leaders Awards and featured regularly in the eprivateclient Top 35 under 35 lists.

Family office appoints inaugural chief executive

Current UBank chief executive Philippa Watson has been appointed by Forrest to lead her family office and philanthropic venture, founded in 2023.

SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer

CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm

Cazenove Capital appoints new Portfolio Director for charities team

With almost 20 years of investment experience, Hugo brings valuable expertise to this role.

Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

Park Avenue Securities and National Financial Network welcome Brian Falconer and colleagues from Wealth Management Resource Group

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.

Lucerne real estate asset manager announces deputy CEO

Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.

JP Morgan recruits latest private banking duo in Switzerland

Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.

Executive Moves