A roundup of senior moves in the world's wealth management sector during April.

International (covering UK, rest of Europe, Middle East, select international jurisdictions)

Rothschild & Co’s wealth management business appointed José Luis Muñoz as a client advisor in Madrid. He joined after 25 years with Bankinter, where he held various management positions, most recently as private banking director.

Bentley Reid, a London-headquartered employee-owned wealth manager, made two appointments in London: Ava Glenn joined as a wealth management executive and Henry Taylor came on board as an investment operations analyst.

UK wealth manager TrinityBridge, formerly Close Brothers Asset Management, appointed Andrew Knight as client relationship director for Scotland. Knight was previously financial planning director for TrinityBridge, where he had worked for 25 years.

First Sentier Investors, a global investment manager, appointed Jamie Downing as the new head of distribution in EMEA. Downing oversees wholesale and institutional distribution in the EMEA region, complementing the existing team, with a focus on the UK, Nordics and Middle East markets. Previously, he was the global head of client consulting at bfinance.

Alan McIntosh rejoined Quilter Cheviot as chief investment officer for Quilter Cheviot Europe. McIntosh is based in Dublin and reports to Quilter Cheviot Europe’s chief executive, Andrew Fahy. Most recently, McIntosh was chief investment strategist at the parent company, Quilter Cheviot, where he served for 18 years. He planned to retire but came back after the unexpected death in early 2025 of Quilter Cheviot Europe’s chief investment officer, Donnacha Fox.

Quantum Advisors, a specialist Indian Equity Value manager boutique, appointed Gordon Hogarth as head of international business. He took up his role at Q India (UK), the London-based affiliate of Quantum Advisors Private Limited.

Brown Shipley, a Quintet Private Bank, appointed Elizabeth Pindar as a client advisor based in Leeds. She reports to Amir Bayram, Leeds-based client advisor. She previously served as an investment manager at LGT Wealth Management.

UK-based wealth manager Evelyn Partners appointed Alex Gersh as its new chief financial officer. Gersh replaced Andrew Baddeley, who had served as group CFO since 2018 and became chief financial officer of S&W, Evelyn Partners’ former professional services business.

Equiom Group appointed Mark Lindsay as head of employee retirement and reward services, and Natalie McGinness as director within the employee retirement and reward services team.

Mourant, an international professional services firm, appointed Philip Allen, chief marketing officer, and Steve Cornick, global head of marketing. Allen, who has more than 20 years of international marketing and business development experience, has spent over eight years working at international and offshore professional services firm Ogier. Cornick was previously at Brand Spark, the consultancy he founded.

EFG (Middle East) Limited in Dubai, a subsidiary of EFG International, appointed a new executive chair, Soha Nashaat. This is a new role for the firm. Based in Dubai, Nashaat reports to Patrick Ramsey, head of the Continental Europe & Middle East Region at EFG; she works with Ali Sandila, CEO of EFG Dubai. 

The Emirates Family Office Association appointed His Excellency Dr Ahmed Al Banna as board chairman. EFOA’s founder, Adam Ladjadj, became vice chairman and continues a hands-on role at the organisation. His Excellency Dr Al Banna is CEO and major shareholder in Dubarch Architectural Engineering Interior Design Consultancy and was a deputy director general of the Dubai Chamber of Commerce & Industry, among other positions.

InvestCloud, a wealthtech firm, appointed former Envestnet COO Josh Mayer as chief operating officer in its APL managed accounts platform team. He reports to APL president Cheryl Nash.

Raymond James Wealth Management (RJWM) and Charles Stanley & Co (CSC) appointed Kim Jenson as interim CEO, after CEO Paul Abberley stepped down to pursue opportunities outside of the firm. Jenson assumed immediate responsibility for overseeing the Raymond James UK wealth management business while an external search for a permanent CEO was held. Peter Moores remained CEO of Raymond James Investment Services (RJIS). Jenson joined from Raymond James Financial in the US where she was chief operating officer for Raymond James' US Private Client Group.

Geneva-headquartered Lombard Odier Investment Managers appointed Philippe Descheemaeker as head of private assets distribution. Descheemaeker has more than 20 years of experience in asset management, leading international teams, executing distribution strategies and achieving fundraising milestones. He is based in Geneva and reports to Bettina Ducat, co-head of LOIM. 

AXA Investment Managers (AXA IM) appointed Gordon Happell as portfolio manager in its global equity team. Based in London, he reports to Dominic Byrne, head of global equities for AXA IM Core. Happell has more than 18 years of investment management experience.

UK accountancy and business advisory firm Johnston Carmichael appointed Bryan Shepka as the new head of its financial services sector team. He took over from Ewen Fleming, who led the firm’s growth in the financial services sector over the last six years.

Cheltenham-headquartered Attivo, a private equity-backed consolidator, appointed Andrew Clennell as chief financial officer. Clennell joined from the London Stock Exchange Group.

Thomas Christiansen returned to Union Bancaire Privée as head of emerging market fixed income. Based in the London office, he rejoined UBP as a senior managing director, bringing experience in sovereign debt and emerging market investments. 

C Hoare & Co appointed Richard Keers as a non-executive director. Keers has more than 35 years of experience in financial services. From 2013 until 2024, he served as the group CFO and COO at Schroders. 

The UK government reappointed Nikhil Rathi as CEO of the Financial Conduct Authority, the country’s financial regulator, for a second term. Rathi joined the FCA in October 2020, at a time when financial markets had to operate in the middle of the pandemic.

Rothschild & Co’s UK wealth management business appointed Edward Binks in Leeds. He works with Alison Probert, who in 2022 set up and heads the firm’s Leeds wealth management office. Binks joined from James Hambros, where he had worked since 2021 advising private clients.

Quilter Cheviot appointed Peter Gorogh as its new head of proposition. He reports to Michelle Andrews, managing director – distribution, proposition and marketing. Previously, Gorogh spent nearly a decade at HSBC Private Bank.

MASECO Private Wealth, a UK-based firm which specialises in serving the needs of people with US links, named seven new partners: Damian Barry, Patrick Bowen, Marc Cane, Ollie Cutting, Stephen Johnson, Kyle McClellan and Cormac Naughten.

Titanbay, a private markets platform, appointed Sheryl Needham as global head of distribution. Needham has more than 20 years of experience of investment management, client strategy and distribution leadership.

SimCorp appointed Ronan Donnelly as chief operations officer. Donnelly, who has been at the firm since 2020, reports to CEO Georg Hetrodt. Most recently, he served as senior vice president of a software-as-a-service operations. Prior to SimCorp, Donnelly served in buy-side focused, senior leadership roles at SunGard, FIS and Finastra.

Edmond de Rothschild appointed Eric de Tessières as group chief sustainability officer. He reports to deputy CEO Cynthia Tobiano. Tessières has nearly 20 years of experience in the banking industry and sustainable investing, most recently as chief operating officer of the Sustainability Center and head of solidarity Investments at BNP Paribas Asset Management.

Nomura Asset Management appointed Douglas Stewart as head of distribution EMEA, based in London. Stewart reports to Kenichi Suzuki, senior managing director, head of global business unit. Most recently, Stewart served as managing director in the global strategy group at Silicon Valley Bank.

Law firm Farrer & Co appointed Alex Ruffel as a partner in its private client team. Ruffel a specialist in complex cross-border tax, structuring and succession planning, was previously with Irwin Mitchell, where she also served as a partner.

Equiom Guernsey made two senior hires: Alison Parry and Emily Trebet. Parry is executive director, client service; she has more than more than 30 years of international experience across the UK, US, Europe, and Asia. Trebert, associate director, client services, is an expert in multi-jurisdictional wealth structuring, asset protection, and succession planning.

Aviva Investors, a global asset management business, made two senior hires for its UK wealth team: Hayley Randall joined as head of UK advisory distribution, and James Clark was named strategic partners director in the UK IFA team.

Coller Capital, a private market secondaries manager, hired Jonathan Aiach as head of Southern Europe private wealth distribution within its Private Wealth Secondaries Solutions (PWSS) team. Aiach reports to Boris Maeder, head of international private wealth distribution. Aiach has more than 15 years of private markets experience to Coller Capital.

Fasanara Capital appointed Paolo Viale as head of business development – Quant. Viale has more than a decade of experience in quantitative investing and alternative investment solutions.

Canaccord Wealth appointed Matthew Wintour as its new head of international distribution. He joined as part of Canaccord Wealth’s acquisition of Brooks Macdonald International (BMI), where he had worked for 10 years.

iPipeline, which provides digital solutions for the life insurance and wealth management industries, appointed Rachel Edwards as managing director, UK. She reports to CEO Pat O’Donnell. Edwards worked at Verisk as global managing director for life, health and travel. (Verisk is a multinational data analytics and risk assessment firm.)

City of London law firm Wedlake Bell appointed corporate partner Hollie Gallagher in the corporate team and promoted four senior associates to partner. The newly-promoted partners: Charley Lowe, (residential property), Edward Moss (commercial property), Matthew Pexton (construction) and Natasha Kurth (family).

Quilter, an advisor platform, appointed Cat McInally as a tax and trust expert. McInally, who has more than 20 years of experience in financial services, was previously at M&G Wealth, where she served as an investment specialist. 

Ocorian, a specialist global provider of alternative fund services, corporate, fiduciary, capital markets and regulatory services, appointed Markus Jolic as head of sales excellence. Based in Switzerland, he reports to Frank Hattann, chief commercial officer.

Stonehage Fleming appointed Bev Stewart as its new head of family office, Jersey. She spent more than 20 years in investment banking and private wealth. Stewart succeeded Richard Stride, who is now a trustee and advisor to several of Stonehage Fleming’s high net worth international families.

Azura Partners named a former member of the Monaco government, Frédéric Genta, as chairman and regional head of Europe. As a partner of the firm, Genta oversees European operations.

North America
Baird added Mark L Brenna as a director and financial advisor to its wealth management office in Minnetonka, Minnesota. Brenna had worked at RBC Capital, where he managed $336 million in assets. 

Kestra Private Wealth Services, the RIA and subsidiary of Kestra Financial, appointed John Griffin to join its community of independent financial professionals, in partnership with Cordele, Georgia-based Inspired Wealth Planning, which joined the Kestra PWS platform in 2023.

Goldman Sachs appointed long-time private wealth management executive Nicole Pullen Ross as region head of Northeast PWM, combining the New York and Mid-Atlantic businesses. In her expanded role, she oversees the New York, Philadelphia and Washington, DC PWM offices. Joining the firm in 1999 and named as a partner five years ago, Pullen Ross has served as New York PWM region head since 2020 and, before that, she had been the region head of the Mid-Atlantic PWM business since 2011.

Los Angeles-based Signature Estate & Investment Advisors appointed Matt Matrisian as president. He works under co-founder Brian Holmes – who is continuing to serve as CEO – to co-lead SEIA's national growth strategy. Before Matrisian's appointment, Brian Holmes held both the CEO and president titles at SEIA.

RBC Global Asset Management appointed Sarah Rebarber as an associate portfolio manager on the BlueBay US fixed income team in Stamford, Connecticut. Rebarber, whose role is newly created, served as an associate portfolio manager for US Investment Grade Corporate Fixed Income. She reports to Andrzej Skiba, head of BlueBay US Fixed Income.

Bank of America Private Bank appointed former Citi Private Bank senior figure Nicole Nunag as a managing director, and private client advisor in New York City.

Kestra Financial, a wealth management platform, welcomed a total of 26 financial professionals collectively overseeing more than $2.4 billion in the first three months of 2025.

The additions to Kestra Financial and Kestra Private Wealth Services included Brian Menickella, Beacon Financial Services; Nickolas Ellis, Nick Ellis, and Jeff Lewis, EAG Private Wealth Management; Dennis Fesser, Fesser Financial; Scott Fanatico, The Financial Services Center; Amy Dunham, joined Inspired Wealth Planning; Tara Carlson, Magnolia Wealth Partners; Hugo Marrero, Marrero Wealth; Shaun Kimball, Momentum Strategic Wealth; Philip Olstein, Olstein Financial Group; Karl Schwartz, OWL Private Wealth Advisors; Stewart Werner, PlanWell Private Wealth Services; Rebecca Jones, RLJ Wealth Management; Todd Summers, Seasons Wealth; Mike McMeans, Silverling Financial; John Marmion and Shea Marmion, Turas Wealth Partners; John Pettis, Undivided Wealth Management; and Al Varano and Steve Spong, The Varano Spong Financial Group.

Kestra Private Wealth Services welcomed Turas Wealth Partners, a wealth management firm led by John Marmion and Shea Marmion, a father-son duo, to its platform. It also appointed Amy Dunham to join its community of independent financial professionals. Dunham and her team were previously associated with Edward Jones.

DayMark Wealth Partners added a $200 million advisory team led by John Kaufman. The team drives expansion into Chicago and Park City, Utah, DayMark. The team includes portfolio manager, and partner Gregg Kaplan and director of client relations, Hilary Bryson. They serve high net worth and ultra-HNW individuals.

Rockefeller Global Family Office added two teams in Chicago. It added Rathi Wealth Partners and Singh Wealth Partners. Both teams were previously with Merrill Lynch Private Wealth Management.

Rathi Wealth Partners is led by private advisor and managing director Raj Rathi. It includes private advisor and vice president Dean Turner, senior client associate, VP Stacey Specht, wealth manager, VP John Clayton Bowers, and senior client associate and associate vice president Patrick Gawne.

Singh Wealth Partners, which is led by private advisor and MD Kanwar Singh, includes PA and senior VP Steve Coleman, senior investment associate and senior VP Chandra Federle, senior client relationship manager and VP Krishna Vege, and senior client associate and associate VP Savannah Neal. 

Both teams report to Brett Thelander, Northern divisional director of Rockefeller Global Family Office.  

Separately, Rockefeller Global Family Office brought in a team from UBS. Chase Newman Riordan Wealth Partners joined, the first private advisor team to be headquartered in Florham Park, New Jersey. The team, which is led by private advisors and managing directors Ray Chase and Angie Newman, includes private advisor and senior vice president Dan Riordan. 

Lloyds North America appointed former CIBC senior figure Farhad Merali as head of corporate and institutional coverage. The institutional coverage team in North America includes asset and wealth managers as one of the key coverage areas. Merali, who is based in New York, works with William Mansfield, CEO and country head – North America, Lisa Francis, managing director, institutional coverage, and Andrew Edwards, managing director, client solutions group. Formerly at CIBC Capital Markets, Merali has 19 years of experience in origination, structuring, coverage, and advisory across the financial services sector in the US, Canada, and Australia. 

Nomura Capital Management, a wholly owned subsidiary of Nomura Holding America, appointed Ashu Pal as head of portfolio management. 

RBC Wealth Management in the US added The Degenaars Babb Group, a New York-headquartered group that has joined from JP Morgan Wealth Management with over $5 billion in assets under management. RBC Wealth Management US added senior vice president – financial advisor Jim Kirk to its Minneapolis branch. Kirk, who came from US Bank, has more than 20 years of experience guiding high net worth individuals and families. 

MiddleGround Capital, a private equity firm that focuses on middle-market business-to-business industrial and specialty distribution firms, hired Jonathan La as chief financial officer. La reports to Christopher Speight, partner, and works in MiddleGround’s New York office. La also leads .the accounting and fund accounting teams for MiddleGround’s US and European offices. Prior to this, La worked for 25 years in the private equity industry, including serving for 17 years at Monomoy Capital Partners as director of finance. 

Bleakley Financial Group added two advisory teams from Northwestern Mutual. Among the incoming teams: Miller Financial Services, led by founder Jeff Miller, alongside partners Chris Glasscock and Colin Smith. 

Financial advisors Noah Doyle and Charles Princiotto, previously operating as Battery Park Financial Partners at Janney Montgomery Scott, launched SoundRidge Private Wealth, a Manhattan-based financial advisory practice. The team is affiliated with Wells Fargo Advisors Financial Network (FiNet). Doyle and Princiotto have worked together at Morgan Stanley. They later led Doyle & Associates at Merrill Lynch Wealth Management before founding Battery Park Financial Partners.

Advisory Services Network took on a new financial advisory team, Harris Wealth Management, in Springdale, Arizona. The team was previously with Cornerstone Advisors. The group includes financial advisors Tyler Harris and Gary Harris.

Paul Izlar and Brendan Keelan joined NewEdge Wealth, an RIA which serves ultra-high net worth families, family offices and institutional clients. Izlar became a managing director and Keelan is taking on the role of principal, investment solutions, fixed income.

InvestCloud, a wealthtech firm, appointed former Envestnet COO Josh Mayer as chief operating officer in its APL managed accounts platform team. In this newly-formed role, he reports to APL president Cheryl Nash. Mayer was most recently COO of Envestnet.

Citi Wealth named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect. Bickar was previously a senior art advisor. For the past decade, Bickar advised ultra-high net worth clients on buying and selling art. Most recently, Mary-Kate O’Hare served as head of art advisory; she left the US bank earlier in 2025

Ballast Rock Private Wealth, an RIA based in Charleston, South Carolina, appointed Troy Davidson as a wealth advisor, serving high net worth and ultra-HNW clients. Most recently, Davidson was a vice president and financial consultant at Charles Schwab.

Northern Trust promoted John Massey to senior managing director for the Foundation & Institutional Advisors practice in the East region of the US. Previously, Massey served as a senior institutional investment advisor for the FIA practice. Prior to joining Northern Trust in 2012, Massey worked for the State of Connecticut’s Pension Fund Management division as a principal investment officer.

Mesirow added Alex Gordon as wealth advisor. Gordon has experience in financial planning and analysis for high net worth individuals and multi-generational families.

Endeavor added two former Northern Trust senior figures as new partners: Adam Brennen and Philip Armes. Brennen is also president, and Armes is director of business advisory.

Crescent Grove Advisors named Adam Lieb as chief business development officer. Lieb, based in Lake Forest, Illinois, works with Crescent Grove's managing directors. Prior to this, Lieb was at BNY Wealth Management where he was senior client strategist for BNY’s global family office business. 

PNC Financial Services Group appointed Mark Wiedman as president of the corporation and its wholly owned banking subsidiary, PNC Bank, National Association. Wiedman  reports to PNC chairman and CEO William S Demchak. 

Osaic, a US provider of wealth management solutions, appointed Saumya Bhavsar as chief legal officer and general counsel. Bhavsar previously served as vice president and head of legal at Meta FinTech, the business division of Meta. Prior to Meta, Bhavsar gained experience in wealth management, strategic transactions and regulatory compliance from her tenures as global head of regulatory affairs at Credit Suisse and managing director at UBS. 

Savvy Advisors added five financial advisors: 

-- Jack Fitzpatrick (Scottsdale, Arizona) is a 23-year veteran of Morgan Stanley’s foreign exchange and commodities trading team;  
-- Tyson Lokke (Reno, Nevada) joined Savvy after departing Farther earlier this year; 
-- Aaron Peloquin (Plymouth, Minnesota) is a consultant turned financial advisor;  
-- Jared Tanimoto (Irvine, California) is a founding member of the Investopedia Advisor Council; and   
-- Dustin Thomas (Indianapolis, Indiana) joined Savvy after spending over six years at Valeo Financial Advisors, where he established a practice serving HNW individuals.

MAI Capital Management said Jon Hayes and Tim Hightower joined to serve professional athletes with financial planning, investment solutions, and family office services. Hayes is president and co-founder of Constellation Sports Council; Hightower is a colleague. They joined MAI as a senior wealth advisor, managing director and as a wealth specialist, senior associate, respectively.

The following are Raymond James appointments:

-- Financial advisors Brian Flader, Michael Flader and Chris Young (employee advisor channel), in Scottsdale, Arizona.
-- Peter Jurasz, Rebecca Hall, Harold Heidersdorf, Christian Veliz, and Ryian Jurasz, Juneau, Alaska.
-- Fnancial advisors Kevin Vasilik and Kristi Rossy (independent advisor channel), operating as Wayfinder Wealth Management, based in Bohemia, New York. 
-- Financial advisor Joel Mitchell (independent advisor channel) in Spokane, Washington.
-- Financial advisor Kevin Walkerjoined (its employee advisor channel), Naples Florida. 
-- Former Wells Fargo financial advisors Marcus Jones, Eric Sommers, Michael Foster and Christine Rutherford (employee advisor channel), Perrysburg, Ohio.
-- Doug Brigman, president of Asset Management Services. He succeeded Erik Fruland in preparation for his planned retirement. 
-- Financial advisor David Tam (independent advisor channel) San Diego, California.
-- Financial advisors Jefferey Biederman, Jr and Andrew Burns (employee advisor channel), in Huntington, West Virginia. 

Asia-Pacific
Royal Bank of Canada appointed Steven Fong, formerly of UBS, as executive director, head of investment and portfolio advisory in Singapore. With 25 years of private banking experience in investment and portfolio solutions, beforeS, Fong served in senior roles in advisory and discretionary portfolio solutions at Credit Suisse, Société Générale, and HSBC Private Bank.

HSBC's senior wealth manager overseeing China left in a reshuffle of Asian leadership. The departing figure – Trista Sun – led the bank's International Wealth and Premier Banking (IWPB) business in China. Kai Zhang, the bank's Asia head of IWPB, relocated to Shanghai from Singapore and took on the additional role as acting head of IWPB China.

US law firm Cooley appointed Shashwat Tewary as a capital markets partner based in its Singapore office. He has experience of advising a range of clients on capital markets activities in the fast-growing India and Southeast Asia regions. Tewary, who joined Cooley from Sidley Austin, has a background in advising on capital markets deals across India and Southeast Asia, having focused on these geographies since 2009.

PGIM Real Estate appointed David Fassbender as deputy head of Asia-Pacific. Fassbender has been with PGIM Real Estate for over two decades. In this newly-created role, he oversees portfolio management strategies across Asia-Pacific. Fassbender, who was instrumental in establishing PGIM Real Estate’s flagship Asia Pacific value-add (AVP) fund series, is retaining his role as senior portfolio manager for the AVP strategies. He reports to Benett Theseira, head of Asia-Pacific at PGIM Real Estate.

Rudolf Hitsch, head of North Asia at Nomura International Wealth Management, left the Japanese firm. Hitsch, who joined Nomura in April 2023, is based in Hong Kong. Before this, he worked for 12 years and seven months at Citigroup, as north Asia head, in charge of the bank’s private bank business, running teams in Hong Kong and Singapore. Before that, he worked for almost 12 years at Goldman Sachs, also in Hong Kong.

Nomura also changed reporting lines: Jesse Wu, Louis Yip, Wayne Yang, Austin Luo, Murphy Lo and Albert Wong report to Ravi Raju, Nomura’s Singapore-based head of international wealth management.

Northern Trust's global head of client solutions for banking and markets, Gerard Walsh, who was most recently based in the UK, relocated to Singapore.

DWS appointed Sharon Tan as country officer of DWS Singapore and CEO of DWS Investments Singapore Limited. Tan continued in her roles as Asia-Pacific client coverage chief operating officer and APAC head of business development. In her expanded role as country officer, Tan is responsible for advancing Singapore’s position as a regional hub for alternatives investments, Southeast Asia and APAC wealth sales distribution, and as a centre of excellence for infrastructure business leads. Tan has more than 25 years of asset management industry experience.

Azimut Group appointed Jackson Ng as regional head of fintech, Asia, based in Singapore. Ng reports to Giorgio Medda, group CEO and global head of fintech at Azimut Group.

Brandes Investment Partners, a boutique investment advisor, appointed Diya Lowe as the director, sales, with Brandes Investment Partners (Asia) Pte.  Lowe, who supports Brandes’ private bank and high net worth clients, operates across Asia-Pacific, including Australia. Lowe has more than 15 years of sales and distribution experience across Australia and Southeast Asia.

PGIM Fixed Income hired Oliver Nisenson in the newly-formed role of head of asset-based finance (ABF). Nisenson reports to Gabriel Rivera and Edwin Wilches, co-heads of securitised products. He joined from Blackstone Credit and Insurance.

Hong Kong-based ZA Bank appointed a new CEO, Calvin Ng; he had served as an executive director of the lender since September 2022. Ng took up the role vacated by Ronald Lu, who stepped down as chief executive and executive director. A founding member of the bank, he was involved in its application for a digital banking licence in Hong Kong and its business launch as a digital bank in the city.