01/29/2026
LGT Wealth makes tech chief a partner
LGT’s chief operating officer William Habberfield said the promotion recognises the ‘critical role technology plays’ in the wealth firm’s long-term strategy.
01/29/2026
LGT’s chief operating officer William Habberfield said the promotion recognises the ‘critical role technology plays’ in the wealth firm’s long-term strategy.
01/28/2026
Marangon, who had been chief country officer for Brazil, will relocate to New York, while Rizvi will move to London.
01/28/2026
The Amundi Investment Institute feeds analysis on economic and market developments, including their implications for investors, to the rest of the group.
01/28/2026
The hire marks a key step for Alta Vera, an independent wealth management firm founded in 2025 by two former executives from J.P. Morgan and Merrill Lynch
01/28/2026
He replaces Samantha Ricciardi, who recently announced her departure from the firm
01/28/2026
The hire marks a return for the private banking veteran, who spent over a decade at Emirates NBD based in London.
01/28/2026
Cèdric de Serigny succeeds Antoine David as UWealth's chief operating officer.
01/28/2026
Rothschild & Co is further expanding its client services in Latin America, relying on experienced executives from its international private banking division.
01/28/2026
These changes will help support BNY's ambitions in the Wealth Solutions business by combining the power of BNY Pershing, including the Wove platform, and BNY Archer Managed Account Solutions.
01/28/2026
She has more than 20 years of international leadership experience in the wealth management, private and retail banking sectors, with deep expertise in supporting global high-net-worth clients.
01/27/2026
“The opportunity to continue to grow our franchise across AWM is a core strategic objective for the firm, and this group of leaders will help us advance our goals as we continue to build a global, scaled AWM platform.”
01/27/2026
He joins Wisdom from Paragon Capital Management, where he established and led its Hong Kong office as Local CEO, overseeing strategic growth and client advisory initiatives in the region.
01/27/2026
Liz Williamson brings almost 25 years of experience in business and corporate banking from senior roles at RBS, NatWest and Handelsbanken.
01/26/2026
In her role, she will lead and manage a team overseeing portfolios that serve ultra-high-net-worth Asian families with a focus on relationship management, strategic advisory, and the delivery of comprehensive wealth solutions.
01/26/2026
Although she once planned a different career, Ms Watson’s journey into finance began after realising her original ambitions weren’t the right fit.
01/26/2026
His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.
01/26/2026
Alexander Piira has worked for German group Loys for over 15 years.
01/26/2026
This step comes at an ideal time, ensuring a seamless transition and a stable continuation of the established course.
01/26/2026
Mark Brownridge has left Blackfinch Group to become a team leader in the bank’s wealth management business.
01/23/2026
The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.