Managers of Wealth

Q Wealth unveils Sara Hilliard as new COO

C-suite hire announced, along with three new additions to senior management team

State Street Appoints Renee LaRoche-Morris To Newly Created Leadership Role

Prior to her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.

HSBC relocates top leadership from London to Hong Kong

Divisions accounting for almost all of lender’s global revenue will be run out of the territory

CI Financial Announces New Chief Financial Officer

Amit Muni’s extensive experience includes 13 years as a public company CFO

Northern Trust Wealth Management Announces Central Region Leadership Changes

They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.

NorthEnd Private Wealth Launches With Support of LPL Financial

The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.

Suntera Global announces senior management changes as expansion continues

Global professional services provider announces senior management changes to support its ongoing expansion and to position it strongly for future growth opportunities.

Burns joins CapWealth as a Financial Advisor

is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.

CREALOGIX appoints Jordi Perez as Managing Director DACH and CEE

With his profile, he possesses the exact knowledge and skills that CREALOGIX needs in this important phase of its corporate development.

M&G Wealth appoints acquisitions director

“Tim has a well-regarded network of advisory and recruitment contacts at both firm and individual level throughout the UK.”

Hawksford appoints Group Chief Commercial Officer

He will be active in all of Hawksford’s key markets working closely with clients, intermediary partners and stakeholders.

GAM Realigns Systematic Capabilities as Part of Ongoing Strategy

This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.

GAM Appoints Rob Page as Head of Marketing and Client Experience

In this role, Rob will be responsible for leading the marketing team and the client experience strategy for GAM.

CS (Switzerland) proposes new board member as Rohner steps down

Urs Rohner will not stand for re-election and will step down from the board of directors of Credit Suisse Group and Credit Suisse Switzerland.

Stellar Asset Management adds four to Business Development Team

Stellar Asset Management, an inheritance tax mitigation and estate planning specialist, has expanded its Business Development (BD) team with four new hires.

CIO and head of advisory exit merchant bank to join PKB

The two wealth managers have left MBaer Merchant Bank

BNP Paribas brings dealmakers back to Switzerland

BNP Paribas lists the takeover of Syngenta by ChemChina, the sale of Bank Sarasin to Bank Jacob Safra (Switzerland), the defense and subsequent sale of Converium to SCOR and the sale of Swiss to Lufthansa.

Schroders’ Global Head of Human Resources joins Government taskforce to boost diversity in the workforce #WhoGetsAhead

Schroders is today proud to announce that its Global Head of Human Resources, Emma Holden, has been appointed to the Advisory Board of a taskforce to boost socio-economic diversity at senior levels in UK financial and professional services.

Vontobel Replaces Top U.S. Private Banker

She will be joining Vontobel from Deloitte Private Switzerland, where Jacqueline Hess is currently Managing Partner and where she leads multidisciplinary teams of experts advising private and family businesses, entrepreneurs, family offices and high net w

Barings Strengthens Institutional Distribution

Wu will be tasked with developing and managing client relationships and raising capital across various investor segments in the two markets including corporate and public funds or institutions, insurance companies and family offices.

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