Managers of Wealth

CA Indosuez Switzerland strengthens team for institutional clients

Credit Agricole subsidiary CA Indosuez (Switzerland) is strengthening its services for financial institutions, insurance companies, and asset managers with two new senior bankers.

Steven Goodell Joins Endeavor Private Wealth

Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in

Stuart Dodson to join as CEO of True Potential Wealth Management

Dodson brings more than 25 years’ experience in regulated financial services to True Potential Wealth Management.

JPMorgan’s UK private banking boss aims to double business in five years

Maricé Brown tells FN the Wall Street giant’s hiring plans are ‘aggressive but doable’

TriLake Partners appoints new CIO

The Singapore-based external asset manager has replaced its chief investment officer.

EFG Wealth Solutions taps HSBC for Singapore CEO

The trust and fund structuring team at EFG has expanded in Singapore with a new CEO.

Integritas Wealth Partners Expands Team with Two New Appointments

"The expansion reflects the firm’s continued growth and its commitment to delivering a highly personalised financial planning service for clients across Jersey and beyond."

PlainsCapital Bank Welcomes Kirt DeHaan as Senior Vice President, Wealth Management Market Manager for Dallas Region

He will be based at the Hilltop Plaza location in Dallas.

Schroders appoints Tom Wilson as Co-Manager of Prime UK Equity Fund

He was most recently a Fund Manager at Newton Investment Management, having previously held similar roles at Insight Investment and F&C Investments.

True Potential appoints Stuart Dodson as CEO of True Potential Wealth Management

Stuart brings to True Potential over 25 years’ experience in regulated financial services.

Birgit Ludwig will become COO of Swiss Life Asset Managers

In her new role, Birgit Ludwig reports directly to Per Erikson, Group CIO of Swiss Life.

Federal Council elects new member to FINMA Board of Directors

She will take up her mandate on January 1, 2026, for the remainder of the FINMA Board's ordinary term of office, which runs until the end of 2027.

Doha Bank expands wealth management capabilities with senior hire

The bank is expanding its investment product suite and boosting its wealth platform to cater to the needs of its growing client base.

Crestbridge Family Office Services appoints Client Director

He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.

FNZ appoints Dame Alison Rose as Chair of FNZ UK and FNZ Group Board member

Alison Rose will work closely with FNZ’s Boards to accelerate the company’s strategy and support its commitment to making investing more accessible to more people worldwide.

Cresset Appoints Albert Leshinsky as Head of Corporate Development

“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.

Senior NRI banker at Bank of Singapore exits

The managing director spent over a decade at the Singaporean private bank.

JPMorgan plans to hire 200 wealth advisers for its private bank next year

Lenders are jockeying for talent to capture wealthy clients

AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.

Edmond de Rothschild Asset Management strengthens private markets distribution with new dedicated team

New team to accelerate institutional growth across Infrastructure, Real Estate and Private Equity strategies

Executive Moves