WRISE Group Appoints Regional Chief Investment Officer
This strategic appointment underscores WRISE Group’s commitment to delivering world-class wealth management
Executive Moves
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IDB Bank announces Christian Rocchio as Head of New York Private Banking & Wealth Management.
Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem
SEI Appoints Leila Samara to Defined Contribution Team
Appointment Bolsters Talent Bench and Supports UK Offering
New Advisor at VT Wealth Management
The Swiss asset manager VT Wealth Management has recruited an experienced finance professional with a network in wealth management as its new client advisor.
Ninety-Six Partners announces the launch of its Asset Servicing & Consulting unit and the arrival of Jérôme Moser
These appointments will take effect from March 1st 2025.
RBC Brewin Dolphin wealth MD Charlie Ferry exits
Ferry has left after around 16 years with the business
JP Morgan AM nabs Netwealth exec
Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.
DBS announces senior-level appointments, grooming talent from within
Appoints new Group COO and Group Head of Audit from 1 April 2025
LGT Wealth Management makes eight Abrdn alumni partners
The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.
Quilter hires Zara Bray as distribution director for its mortgage network
She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.
Charles Stanley hires LGIM sales boss to lead IFA push
Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.
Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth
Steve’s career within the family office, trust and asset structuring sectors spans over 25 years.