Managers of Wealth

AFH Wealth investment research head exits after 16 months

Former Citywire Wealth Manager Top Under 30 star Benjamin Benson is exploring other opportunities after leaving his role at AFH.

Abrdn launches succession plan as chief exec steps down

The company added that it will consider external candidates for the top job.

Former Zurich Head of Lombard Odier Now at Swiss Family Office

As part of the management change last autumn at Lombard Odier, Andreas Arni handed over the regional management of the bank to Sabine Heller and left the firm

Changes in the Board of Directors of Migros Bank AG

In his role as the new Chairman of the Board of Directors, he ensures strategic continuity at Migros Bank AG.

Three directors join the Investment Association Board

The changes to the Board of Directors will take effect immediately.

Northern Trust Names Ryan McCauley Senior Managing Director of the Foundation & Institutional Advisors Practice in the West

Prior to his current position, McCauley served as Regional Director for Foundation & Institutional Advisors in Arizona, Colorado and Texas

FCM Trust announces team expansion and promotions

In addition to welcoming new faces, FCM have announced the promotions of Natalie Workman to Client Services Director and Jack Hunter to Administrator.

JP Morgan Private Bank strengthens Asia team

J.P. Morgan Private Bank has hired a VP in Singapore and executive director in Hong Kong.

UBS appoints star banker from Switzerland to key position

The big bank is now bringing one of its most high-profile bankers from Switzerland for this task

LPL Financial Welcomes Auctus Legacy Private Wealth Management

The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

America's Most Powerful Banker Prepares His Departure

He is the chairman of the largest US bank and is considered the most influential banker in the States: Jamie Dimon, CEO of J.P. Morgan.

Orion Welcomes Industry Veteran Ron Pruitt to Executive Team

Orion today announced Ron Pruitt as new President of Orion Wealth Management

AllianceBernstein hires fixed income portfolio manager from BlackRock

Souheir Asba will oversee the firm’s investment-grade credit strategies

DriveWealth hires former Morgan Stanley execs

Kyla and Lauren each bring specialized expertise in their respective fields, strengthening DriveWealth’s ability to serve our partners globally and expand our platform at scale to meet their needs.

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

Evelyn Partners appoints Brian Weber as Head of Business Development for its Dublin based European business

It has a full regulatory licence to operate across the European Union.

Governance changes at BIL: Marcel Leyers appointed Chair of the Board and Jeffrey Dentzer CEO

Marcel Leyers, CEO of BIL since May 2019, retired from executive management and is appointed Chair of the Board of Directors.

Tracey Davidson appointed new CEO of Hampden & Co

She will replace Graeme Hartop who is retiring after 11 years in the role.

Sequent Group expands with new U.S. division, spearheaded by high profile wealth strategist

Industry veteran Karen Creel recruited as managing director, head of wealth structuring

UBS Global Wealth Management's Head of Advisory and Sales Team Resigns

Sarah Lim has stepped down from her position in Singapore after two years leading the team and more than three years with the bank

Executive Moves