Managers of Wealth

Who advances into the management at the Basler Kantonalbank and Cler

These are the lucky new appointees.

Rathbones adds investment consultant to sales team

"We are very pleased to welcome Jenny to our investment sales desk. With a strong grounding in economics and experience in a fast-growing business, she is ideally suited to our team as we look to build on our strong relationships with advisers."

Natixis hires Head of Global Market Strategy

He will also work in close collaboration with our US team

Private banking team decamps for Morgan Stanley Private Wealth

Finalizes a slew of organizational changes in the Private Bank that have created some upheaval among advisors.

Wealth Wizards strengthens Executive team

Their experience in digital advice will bring additional insight to the team and we can’t wait to see how much they will impact the business in the coming months and beyond.

Penny Lovell steps down as Sanlam Private Wealth CEO

Prior to that, she was managing director at Rothschild Wealth Management.

Saffery Champness appoints senior compliance manager in Guernsey

Debbie’s appointment further supports the continued growth of the firm and follows the recent promotion of eight team members in the Guernsey office.

UBS Wealth Unit Strengthens Private Market Sales

She over 15 years of private equity fund experience

LGL appoints a new C-Suite with key Executive promotions.

The internal appointments are part of a series of changes developed to ensure the group continues their planned trajectory and are well-positioned for further development.

JSS PM joins Bellevue to launch healthcare fund

Bellevue already has a range of healthcare funds with different specialisms.

Matt Cockayne joins Nucoro as chief revenue officer

Matt ticks all those boxes and more.

Clinton Foundation's Maura Pally to Join Blackstone Charitable Foundation as Executive Director

Ms. Pally joins from the Clinton Foundation, where she was most recently Executive Vice President.

Wealth advisor updates board nominees

Our board nominees are proven leaders who bring a depth of expertise and knowledge that complements our existing world-class team.

Citi Taps Unconventional Sectors to Fill Hong Kong Talent Gap

In 2022, Citi plans to hire another 600 to 700 employees in Hong Kong with a continued focus not only on local talent but also international talent to replace the nearly 700 staff that left last year.

Sanlam hires new UK leadership line-up

The new executive line-up comes a few months after funds run by private equity house Oaktree snapped up Sanlam UK in a £140m deal.

Mercer Appoints US West Market CEO

Mustafa is a dynamic leader with extensive consulting and leadership experience

Morgan Stanley Veteran Joins Fleming’s Rockefeller

Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.

Team with More Than $670 Million Joins Ameriprise

Penn Wealth Planning says Ameriprise’s financial planning expertise and commitment from leadership will help them deliver first-class service to clients

IQ-EQ appoints new Head of Legal, UK, Ireland & Crown Dependencies

She has worked in the UK, Ireland and Jersey, and internationally in Luxembourg, Netherlands, India and Australia.

Bantleon appoints relationship management head

Jörg Schubert is now responsible for the group’s direct equity investments on the supervisory board.

Executive Moves