Managers of Wealth

Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Previously, he held a similar role as an executive at First Republic Private Wealth Management.

Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor

Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.

Pictet Wealth Management appoints Giuseppe Patara as Head of Multi-Asset Europe

Before joining Pictet in 2022, Patara built a solid career during 16 years at Credit Suisse.

US wealthtech Envestnet hires new CEO

Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group

abrdn: New Business Development Director Joins From CS

In her new role, Bouhmida will concentrate on the large client segment.

Walkers welcomes senior counsel to Jersey office

She specialises in non-contentious trust, foundation and family office matters for high-net-worth and ultra-high-net-worth clients.

New Head of Private Banking for Investec in the Channel Islands

She is based in Guernsey and leads the business across the Crown Dependencies.

Praxis announces new senior finance appointments

Both Chartered Accountants with extensive financial leadership experience, they are well-placed to guide Praxis through the next phase of its growth.

Carrick Wealth appoints a new wealth manager

Brent Marlton, franchise principal and financial planner at Momentum Consult, left to take up the new role this month after a five-year tenure.

EdRAM fund manager exits to run family printing business

Agnès Krafft has also launched a podcast, featuring Swiss interviewees she finds inspiring.

Brown Advisory names heads of UK private clients and international business

This follows Quintin Ings-Chambers’ appointment as head of International Business

LGT Wealth Management adds 11 new partners

Headcount also increased by 134 to reach 650, alongside the addition of new offices in Birmingham and Leeds, to complement planned growth in existing locations in London, Edinburgh, Bristol and Jersey.

KBI Global Investors Appoints Geoff Blake As Chief Executive Officer

Blake was appointed to the KBIGI North America board in April 2008 and the Irish parent company board in 2015.

Iress expands wealth team with multiple new roles

Iress also appointed Tom Cochran, formerly a national account manager at Morningstar, as head of partnerships.

AllianceBernstein hires UK retail distribution head from Goldman Sachs

Adam Peters was previously head of UK wealth distribution at GSAM

Ninety One appoints Justin Jewell

Jewell to join Developed Markets Specialist Credit team.

Indosuez WM's Asia investment head exits

The well-known fund selector is leaving the bank after an eight-year stint.

Ex-Julius Baer CIO becomes chair of Top 50 IAM

Longstanding Wydler Asset Management employee Frank Ramsperger succeeds founder Edwin Wydler, who is stepping down as chairman of the board of directors.

Envestnet Announces Chris Todd as Chief Executive Officer

Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors

Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios

Executive Moves