Managers of Wealth

Promotion for JPM Private Bank’s ‘40 Under 40’ selection head

‘My career so far has been such an incredibly rewarding journey and something I am immensely grateful for.’

Charles Stanley hires LGIM sales boss to lead IFA push

Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.

Quilter hires Zara Bray as distribution director for its mortgage network

She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.

LGT Wealth Management makes eight Abrdn alumni partners

The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.

DBS announces senior-level appointments, grooming talent from within

Appoints new Group COO and Group Head of Audit from 1 April 2025

JP Morgan AM nabs Netwealth exec

Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.

RBC Brewin Dolphin wealth MD Charlie Ferry exits

Ferry has left after around 16 years with the business

Ninety-Six Partners announces the launch of its Asset Servicing & Consulting unit and the arrival of Jérôme Moser

These appointments will take effect from March 1st 2025.

New Advisor at VT Wealth Management

The Swiss asset manager VT Wealth Management has recruited an experienced finance professional with a network in wealth management as its new client advisor.

J.P. Morgan AM Adds HNW Client Advisor in Australia

In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions.

Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth

Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners

Alexforbes Offshore adds two senior financial planners to wealth team

They are both based in the Jersey office

Rothschild & Co hires Simon Marrison as Managing Director and Head of Financial Sponsors, Australia

He joins Rothschild & Co from Citi, where he was Managing Director and led Citi’s financial sponsors business in Australia and New Zealand.

Citi PB Hires Ex-UBS Family Office Specialist

Based in Singapore, he reports to Bernie Wai, Citi's Asia head of family office group.

Coller Capital officially names new head of private wealth secondaries

Based in Hong Kong, Pak-Seng Lai will lead the firm’s private wealth secondaries business in Asia Pacific.

Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession

Jane Swan promoted; Roraj Pradhananga serves as chief investment officer

Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth

Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.

Knight Frank appoints associate for asset management team

Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.

BNP Paribas: Laurent David is leaving his position within the BNP Paribas group

He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.

LV= appoints new wealth proposition director

Most recently, she was head of platform proposition strategy at M&G Wealth.

Executive Moves