Managers of Wealth

Anton Stadelmann becomes CEO of radicant

Previously, he worked, among other things, as co-founder and chairman of the European Mobile Payment Systems Association and in various positions at UBS outside of Switzerland.

Investec W&I CIO and Top 100 star Parrinder-Johnson to exit

Stacey Parrinder-Johnson is one of several exits from Investec Wealth & Investment following its merger with Rathbones earlier this year.

Michaela Ernst is leaving Glarner Kantonalbank as of May 31, 2024

Michaela Ernst has been working for Glarner Kantonalbank since 2020 and is responsible for the bitubi area as a member of the management team.

HSBC hired itself a new chief information office from Citi

Riley spent 13 years at Citi, most of them working in technology in Institutional Clients Group (the investment bank).

Morgan Stanley Promotes Jed Finn to Head of Wealth Management

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Verona Kenny leaves 7IM in senior management restructure

Chris Justham and Russell Lancaster

Anna Davies appointed Wealth Proposition Director at The Openwork Partnership

In her new role, Anna will work closely with Omnis Investments, the network’s asset management partner.

UBS sends veterans to the Channel island of Jersey

The new Jersey boss can already look back on a quarter of a century at the big bank and took his first steps at UBS in wealth planning.

RBC Brewin Dolphin hires director for UHNW arm

Richard Betts has been hired from J Safra Sarasin to join Brewin’s 1762 division, based near Mayfair.

Citi announces the appointment of Carmen Haddad as Vice Chair, Middle East Wealth and Banking

Carmen is one of Citi’s most senior bankers in the Middle East with over 3 decades of banking experience

AA-rated global macro PM and team exit GAM for alts shop

London-based alts specialist welcomes three-strong unit, who will retain control of existing fund on a delegated basis.

Ex-Deutsche Banker Resurfaces at Multi-Family Office

In the role, he will focus on bolstering the firm’s ultra-high net worth individual (UHNWI) and family office franchise across Southeast Asia, Middle East and the UK.

Mercer Names Head of Investment Sales for Asia

He will also further develop alternative investment activity in the region.

Succession Wealth appoints head of M&A

He joins from PwC’s financial services advisory team, where he led the team’s wealth management advisory offering, working with clients on both the buy and sell side.

Fahad Kamal appointed CIO at UK private bank Coutts-LinkedIn

The addition of Kamal comes alongside a number of staff changes at Coutts, including the addition of new chief financial officer Siobhan Boylan in September, the firm's website says.

Evelyn Partners bolsters Leeds office with experienced investment manager appointment

He specialises in managing portfolios for charities and private clients and could be considered as one of the longest serving specialist charity managers in the region.

Stonehage Fleming Appoints Head Of Family Office Guernsey

Prior to this Gillian was Director and Head of Fiduciary Services at Duncan Lawrie Private Banking, and Director at Abacus Trust Company.

Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner

Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.

7IM’s Verona Kenny leaves after 10 years, as FNZ’s MD joins

Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.

State Street Global Advisors names new head of Emea

In her new role, Prendergast will report to President and CEO Yie-Hsin Hung and will continue to lead State Street Global Advisors Europe, Ltd.

Executive Moves