Managers of Wealth

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

VP Bank appoints new Chief Financial Officer

Roland Kläy is a certified public accountant and holds several advanced degrees

Zwei Wealth recruits ex-hotelier as partner in Romandy

Boyer’s appointment comes after that of Thierry Cherf as the firm’s new Geneva location head.

HSBC's Hong Kong Unit Adds Public Sector Vet to Board

He will also join as a member of the bank’s remuneration committee and risk committee.

Hightower Names Scott Hadley as New Chief Advisory Officer

The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

Evelyn hires ex-Newcastle Falcons rugby star Alex Tait

Tait joins Evelyn’s Newcastle financial planning team two years after retiring from professional rugby.

TradeXBank AG appoints new General Counsel

He will join the Executive Board, subject to regulatory approval, and report to CEO Camille Sednaoui.

Omnis hires Riverstone Top 30 wealth manager

Tom Rosser join Omnis Investments as senior investment analyst after just over a year with Riverstone.

Ex-Fidelity CEO Anne Richards named Coutts chair

Dame Anne Richards, who led Fidelity for six years, replaces Lord Remnant later this year.

UBS Reshuffles Global Banking Unit in Japan

He rejoins the Swiss lender after previously working there for 18 years.

UK’s National Wealth Fund appoints new chief

IFoA, Barnett Waddingham, National Wealth Fund, Aon

UBS Pulls Florida Market Manager From Bank of America Private Bank

Heiss, a 37-year industry veteran with brokerage roots, will report to UBS’s Florida market head Lane Strumlauf, who moved into the role in July 2024.

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

Edmond de Rothschild names new Middle East CEO

The new CEO replaced the interim CEO, Laith Al Kurdi, who will be staying with the business as a Dubai-based private banker.

7IM Private Client expands financial planning team with two Associate Director in Scotland

At 7IM, he will manage a portfolio of high-net-worth clients—including individuals, families, and businesses—delivering tailored financial and wealth management advice to help them achieve their long-term goals.

Apollo boosts Korea coverage with GSAM, iCapital hires

The $785bn asset manager has bolstered its coverage for institutional and wealth clients in South Korea.

Promotions at Obwaldner Kantonalbank

The management and all employees warmly congratulate the promoted employees

Zurich AM consultancy recruits ex-Amundi sales stalwart

The Good Guys Company has recruited Jussi Louekoski to support clients with private markets fundraising.

HSBC Appoints Private Banking COO for Asia

Previously, he also held other private banking roles at HSBC in Europe and Asia.

Executive Moves