Managers of Wealth

Nikko AM appoints CIO to replace outgoing head

Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’

PIMCO Announces 2025 Managing Directors

The following officers have been promoted to Managing Director with these objectives in mind

Evelyn Partners names financial planning director for London team

She joins from Satis Wealth Management

Flagstar Bank appoints Mark Pittsey as head of private banking and wealth management to drive strategic growth

Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management

Ex-BNP Paribas WM market head joins Top 50 IAM

Martina Stumbauer joins growing IAM LeoVest Partners as a senior relationship manager, after being global head of CEE-CIS markets at BNP Paribas.

Former M&G CIO Jack Daniels joins Bowmore Wealth Group as chairman

Most recently, he was a board member and CFO of technology consultancy Daemon, where he played a key role in the firm’s growth and strategic direction.

Top 50 IAM recruits wealth planning head from BIL

Novum Capital Partners has made a second hire in a week, recruiting Bénédicte Elikann as head of wealth planning.

Josh Jenkins Announces Major Business Expansions, Strategic Partnerships, and Future Vision in Wealth Management

Jenkins, a distinguished financial advisor, is making bold moves to redefine wealth management.

FNZ Appoints Anthony Habis as Group Head of Asia Pacific

Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific

Matthews Asia trims investment team amid layoffs

Morningstar has placed a number of the firm's funds under review after five portfolio managers were removed from the strategies, and have reportedly left the company.

Ex-HSBC Executive Joins Wealth Planning Consortium

He brings a diverse array of services including insurance, trust, and family office advisory services.

Quilter Cheviot Europe appoints Morgan Whelan as relationship and investment manager

He brings extensive experience in wealth management, financial planning, and client relations, which will be instrumental in supporting the growth of QCE’s footprint presence in Ireland.

Blue Owl Capital Hires Blake Shorthouse as Global Head of Family Capital

Former KKR executive brings 30 years of financial markets experience to Blue Owl

JP Morgan poaches Pictet PM in private banking push

JP Morgan’s EMEA fixed income credit strategy services ultra-high-net-worth clients

Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale

They will join Brooks Macdonald on 1 July 2025.

Executive Moves