Managers of Wealth

MKC Wealth recruits Financial Planning director from Quilter

She began her career as an IFA at Buckles Investment Services, before joining Sanlam Wealth Planning, where she was promoted to regional sales manager.

Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line

WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions

Matt is currently an Independent Consultant, providing strategic advisory services to Executive Management Teams in the wealth management Sector.

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Will lead new ETF Insights program

Thomas Greuter becomes CIO of Migros Bank

His main task is to coordinate the IT forces for the further digital transformation of Migros Bank.

Appointment of Christophe Tummers as Group Chief Data Officer

Data is at the heart of the transformation of financial services and a key element of Societe Generale’s strategy.

Progeny names new head of Belgium office

The office was initially established by The Fry Group, which was acquired by Progeny in 2023.

IQ-EQ appoints Chief Commercial Officer for France and Switzerland

He has also held other senior roles including Head of Fund Managers for Victoires Haussmann and Head of Real Estate Financing with Investimo.

Property boutique hires new CEO from Swiss Life AM

Marie Seiler, former head of real estate products for third-party clients at Swiss Life AM, is set to start her new post as head of Pensimo Management on 1 July.

Standard Chartered announces changes to its Group Management Team

This will ensure the right leadership team is in place to reduce complexity and further sharpen the focus on driving strong, sustainably higher returns through each business line.

GSAM Appoints Korea Head of Insti Coverage

As part of the client solutions group, he will focus on public and private fund distribution.

Pierre Osterrath Appointed Chief Country Officer for Societe Generale Canada

Pierre Osterrath will replace Francis Repka, who is retiring from Societe Generale after a nearly 40-year career in banking.

Blacktower FM Group names Oakglen Wealth as new manager of Nexus Libero Global Portfolios

The Portfolios will be managed by Jeff Brummette, Chief Investment Officer, and Nick Davis, Investment Director.

Former Credit Suisse exec becomes chief of Opel family office

She also spent eight years at Credit Suisse

UBS names new head of UK wealth management

Victoria Hagmann takes the role as the Swiss bank aims to increase its share of the wealth market in the UK, targeting $5tn of wealth assets globally by 2028.

Senior portfolio manager Peter Sleep leaves 7IM

Departs after 17 years

Helveteq recruits former digital WM boss to head distribution

Ivan Sosio has also worked in recruitment and equity sales.

Trio exit Brooks Macdonald private client and wealth management teams

Sanderson, Whitby and Grossobel

Iress hires former adviser to drive UK Wealth growth and roadmap

Mr Parker’s appointment is part of Iress’ strategic plan to realign its software with changing customer needs

Klaus Wiemann will be the new head of private customers in the Zurich region at Migros Bank

Previously, he built up the Private Banking Switzerland business at Société Générale as Head Swiss Onshore.

Executive Moves