Managers of Wealth

Zurich Wealth Manager Recruits Former UBS Executive

Fluri brings over 25 years of experience in the financial industry, specializing in Ultra High Net Worth (UHNW), family office, and institutional clients.

Julius Baer Scores a Talent Coup

He started his new role as Head of the Core Banking Program at the Zurich-based institution on Monday.

Ninety One hires Standard Chartered veteran as alt credit chief

Alper Kilic will lead a 40-strong team covering private credit and infrastructure capabilities.

Michael Bishop joins Hawksmoor as Managing Director

He then moved to WH Ireland plc, an AIM-listed business offering broking and wealth management services, where he was Head of Wealth Management.

JTC Appoints Independent Non-Executive Director

Dawn Marriott brings a blend of expertise in business growth, operations, and governance.

Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.

Steven Woolley steps away from Ninety One portfolio management

Woolley to continue on with firm as head of research for value team

DBS Appoints CEO of India Banking Unit

He will also join DBS’ group management committee.

Citigroup joins US lenders in exiting Net-Zero Banking Alliance

Financial firms, historically criticized for their connections to the fossil fuel industry, have made efforts to incorporate net-zero standards more prominently into their operations.

Haitong International Securities recruits ex-Guotai Junan exec for wealth lead

Jaclyn Kaur has been recruited as Haitong International Securities' head of private wealth management.

HL eyes ex-SkyBet CEO as new chair – reports

The consortium acquiring Hargreaves wants Richard Flint to replace Alison Platt as chair, according to Sky.

Sarah Soar to depart Hawksmoor parent company

Michael Bishop to become managing director of investment management

Former teacher amongst promotions announced by Saffery Trust

The news marks the sixth promotion for Simon since joining Saffery Trust in an entry-level position 10 years ago.

Craig Schneider Joins Oppenheimer as Regional Director of Michigan

Appointment Builds on Firm’s Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas

The Banker No One Saw Coming

A co-leadership between interim CEO Nic Dreckmann and CFO Evie Kostakis was also prematurely deemed a done deal.

Klay Welcomes Ravinder Singh as Managing Director - Wealth Management

Ravinder Singh will oversee expansion of Klay's wealth management operations, focusing on large domestic clients, family offices and NRI clients offering tailored solutions for their investment needs in India and for their global investments.

Farther Welcomes Financial Advisor Mark Manetti, Managing $200 Million in Assets

Manetti brings over $200 million in client assets and more than 20 years of experience in financial planning to Farther’s expert advisory team.

Bison Adds High-Profile Palm Beach Key Private Bank Team

Bison is once again expanding in Florida with the addition of a new team

KKR nabs Blackstone's wealth exec for Japan lead

Yoshi Takemoto has joined KKR to lead the global wealth solutions platform in Japan.

Amundi appoints UK CEO

Eric Bramoullé to take over from Philippe d’Orgeval in role at French asset manager.

Executive Moves