Managers of Wealth

Oakglen Wealth recruits another Cheviot founding partner

Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.

Eastspring Appoints New CEO for Malaysia

Before joining Eastspring, she worked at Hong Leong Asset Management.

Praxis appoints new MD to lead its Malta private wealth and corporate division

Patrick also spent several years working in the wealth management and investment management industry.

Cartier-owner Richemont names new CEO amid luxury slowdown

As part of a shake-up at the firm, Bos will take on duties not currently performed by Lambert - who will stay on as chief operations officer (COO).

Pimco: The New Switzerland Chief Comes from London

In his current role, Gysi oversees the family office business in Europe and global wealth management for the French-speaking part of Switzerland.

Titan Private Wealth drops co-CEO role two months after hiring Investec veteran

Matthew Beddall is now a regional managing partner, leaving Mark Puleikis as the sole CEO.

Eraneos appoints new chief financial officer

He has many years of experience in the areas of finance, IT and digitalization

Richemont overhauls chief executive role as it navigates luxury downturn

Swiss company appoints Van Cleef & Arpels head as new group chief

Abrdn Top 30 star moves to RiverStone International

Tom Rosser, who features in this year’s Top 30 Under 30, leaves his role as an analyst in the Abrdn MyFolio research team.

7IM makes six platform hires as it targets doubling of AUM

Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.

Víctor Matarranz to step down as head of global wealth management at Santander, sources say

The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros

Santander Names Javier Garcia Carranza as Head of Wealth and Insurance

Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.

Citigroup executive responsible for implementing thousands of job cuts quits

Titi Cole, one of the most senior Black women in finance, departs, while outgoing PwC US head Tim Ryan joins bank

AA-rated bond PM leaves French boutique to join BNP Paribas WM

Julien Piris switches back to a mandate and selection-focused role after five years with Mansartis.

Melinda French Gates resigns from Bill & Melinda Gates Foundation

French Gates will officially step down on 7 June to begin the next chapter of her philanthropic work focusing on women and families

Avendus welcomes Apurva Sahijwani as MD & CEO of its Wealth Management business

Apurva joins Avendus with over 25 years of rich experience in private banking and wealth management.

Vanguard Announces Appointment of Salim Ramji as New CEO

Mr. Ramji succeeds Tim Buckley, who, as previously announced, will retire and step down as Chairman and CEO.

London & Capital Appoints Helen Butterfield As Executive Director

Helen specialised in addressing the wealth planning needs of European and US clients

Attivo hires ax-AFH operating chief

Mark Knowlton is now Attivo’s chief technology officer, while Charlotte Watson returns to Attivo as chief investment officer.

Evelyn Partners bolsters Bournemouth financial planning team with experienced appointment

Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.

Executive Moves