Managers of Wealth

Ex-Citi Vet Returns to Lead Corporate Banking for Taiwan

She returns to Citi where she previously spent 20 years covering large corporate clients across industries in Taiwan.

Callanish Capital gears up for advice expansion with F1 signing

CEO Haig Bathgate announces a string of news at the multi-family office.

Stanley Chan exits Indosuez WM

Chan is on gardening leave until mid-January.

Ex-Top 50 senior PM moves to Italian private bank

Daniele Seca has left Novum Partners and joined Fideuram - Intesa Sanpaolo Private Banking as a private banker.

Söderberg hires ex-Wealthtime executive as CCO

Prior to that, he was sales director at the group, overseeing the design and implementation of segmentation and distribution models.

J.P. Morgan Private Bank Nabs Ex-Goldman MD in Singapore

In the role, he will lead the growth of the bank's investment and advisory platforms in the region.

MAI promotes wealth head Albie MacDonald as president

MacDonald previously served as soon-to-be-$60bn MAI's senior managing director of wealth management and president of the firm’s advisor referral program.

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”

Canaccord Wealth launches new wealth planning service in Isle of Man

The company has made three new appointments to coincide with the move

RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors

Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

RBC Brewin Dolphin makes raft of wealth hires

RBC Wealth has bolstered its UK franchise's London and Edinburgh arms with four hires, while also adding a relationship manager in Jersey.

High-net-worth personal tax advisor joins Saffery

In her new role she will advise high net worth individuals based across Yorkshire and the North of England on all aspects of their personal tax, with a particular focus on trusts, landed estates and family wealth structuring.

BIL Suisse hires flurry of private bankers

The hires include Manuel Philipp, who takes charge of the entrepreneurs and executives desk in Zurich.

Zurich-based Clearstream Fund Centre strengthens the management team

Her role is to develop strategic relationships with global asset managers and general partners, supporting Clearstream's mission to provide world-class fund distribution services in global wealth management.

Macquarie Bank to deepen the integration of data and AI into customer experience design

In his expanded role, Ashwin will oversee how learnings from data and AI can be further integrated into the design and delivery of Macquarie’s leading digital banking experiences.

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices

Bruno Meyer becomes new CEO of radicant bank ag

He will assume his position on October 27, 2025, succeeding Anton Stadelmann, who, as previously reported, is leaving the company at his own request.

ZILO™ appoints Andrew Cole as chief operating officer to support global expansion drive

As COO, Cole will support ZILO’s global expansion drive and implement processes and systems to prepare the company for the next stage of its development.

Executive Moves