Managers of Wealth

Stewart to lead new 'midway' family office from Robertson Stephens

Target clients are seeking something different from traditional offerings.

ZEDRA appoints David Mungall to drive growth in Cayman Islands Funds, Corporate and Private Client Business

He has a passion for strategy, solutions, innovation and FinTech, having previously led operational strategy analysis and implementation for a large, global fund and fiduciary solutions provider.

Schroders plc appoints Oliver Gregson as CEO, Wealth Management, succeeding Mary-Anne Daly

Oliver will join the Group Executive Committee and report to Richard Oldfield, Group Chief Executive.

Lakefield Partners appoints new senior RM

Lakefield Partners further expands its team and Brazilian presence with new senior relationship manager Carolina Gomes Ferreira.

Former Credit Suisse Top Manager Joins Swiss Private Bank

Philipp Wehle will become a partner at Swiss Private Client Bank at the beginning of March 2025

Schwyz-Based Wealth Manager Secures Another Team

The independent asset manager, Alpen Partners, has recruited a new private clients services team.

7IM appoints north-west business development manager

In her new role, she will work with financial planners across the north-west to identify opportunities for 7IM to deliver tailored investment solutions.

Jatin Patel joins Barclays UK Executive team

This appointment reinforces Barclays’ commitment to deliver on the bank’s strategy and financial commitments as part of its three year plan.

Aargauische Kantonalbank: Change in Management

Evelyn Meier will take up her position at the beginning of July 2025.

Bellecapital International announces new head of compliance

Ex-Vontobel employee, Raquel Fonseca Brito, has joined Bellecapital International as head of compliance.

Barclays appoints two new senior hires into its Financial Sponsors Group

Isobel van Daesdonk and Scott Willard join Barclays as Managing Directors within the Americas Financial Sponsors Group

BEA's Jaye Chiu: building Singapore and banking on EAMs

The Hong Kong-based private bank is setting its sights on growing its international market share, while deepening its connectivity to onshore China.

Skybound Wealth names Spencer Hidge as head of regional performance

He has over 15 years of experience in commercial strategy and business development

7IM appoints BDM for northwest to support advisers in the region

Snow was previously business development manager for M&G Wealth, based in the north, and prior to that she held the same position for Ascentric.

Santander PB builds NRI desk with more UBP hires

The bank's recent hiring strategy has focused on UBP's non-resident Indian (NRI) and international talent in the Middle East region.

Ex-Coutts boss Morley joins UK challenger bank

Michael Morley, who also previously led Deutsche Bank’s UK arm, will join the board of digital-first bank Monument.

Joseph Gunnar Appoints Anna Stone as Chief Marketing Officer as It Continues Expanding Its Investment Banking & Wealth Management Divisions

She will lead the firm's marketing strategy, brand positioning, and corporate access client engagement initiatives.

Executive Moves