A round-up of moves in wealth management from around the world in the final month of 2024.

Amundi appointed Eric BramoullĂ© as its new CEO in the UK and member of the firm's executive committee. He replaced Phillipe D’Orgeval – also a former executive committee member – who took up another role at Amundi. 

Bramoullé has been with Amundi group for more than 25 years. He was most recently head of marketing and products after holding the positions of CEO of Amundi South Asia from 2018 to 2021, CEO at Amundi Austria from 2015 to 2018, and CEO at Amundi Poland from 2013 to 2015.

Brown Shipley appointed Lindy Kroese as a wealth planner in its Leeds team. Kroese has more than a decade of financial planning experience in the UK and South Africa. Kroese, who replaced Paul Andrew, joined from Balance Wealth Planning. 

SimCorp, a financial technology company, appointed Jeff Conway to join its board of directors. In a career spanning several decades, Conway spent more than 30 years at State Street Corporation, where he was a member of the firm’s management committee and held positions such as head of global delivery and business transformation, as well as CEO for Europe, the Middle East, and Africa. Anne Louise Eberhard stepped down from the board at her own request.

The Openwork Partnership appointed Jennifer Mathias as its new chief financial officer. Mathias joined from FTSE 250 Rathbones Group Plc where she was group CFO and latterly group chief of staff for over five years. Prior to Rathbones, she held positions as CFO and deputy CEO at EFG Private Bank (UK) and Global CFO of Coutts. 

Evelyn Partners appointed Mimi Corden-Lloyd as associate director to its London team. Corden-Lloyd, who joined from her previous role at Coutts private bank, works from the firm’s Gresham Street offices as part of the financial planning team in the capital. 

HSBC named one of its senior figures, John Shipman, as interim chief executive of the Swiss private bank and country head in the Alpine state. Shipman was chief risk officer for the Swiss private bank for more than six years. He reports to Gabriel Castello, interim CEO of HSBC Global Private Banking. 

Quilter Cheviot appointed Nick Wood as its new head of regional offices. Wood works with the firm’s regional investment teams and replaced Richard Thorn, who stepped down from the role after nearly 40 years at Quilter Cheviot. Wood has been with Quilter Cheviot since 2012, serving in London as the head of investment fund research.

Broadridge Financial Solutions appointed Ashima Ghei as its chief financial officer. Ghei, who had acted as ad interim CFO since 1 July, joined the firm in January 2022 as CFO of Broadridge’s investor communications business. Prior to this, Ghei had an 18-year career with American Express. Broadridge also appointed Stephanie Clarke as head of international strategy and corporate development, based in London. Previously, Clarke served as senior vice president of data and analytics at Broadridge. 

Law firm Charles Russell Speechlys appointed Charlotte Hill as partner in the firm’s financial services regulatory team in London. Hill joined from Taylor Wessing, where she was

partner and head of the financial services regulation and fintech group.

State Street Corporation appointed Majed Al Hassoun as country head Saudi Arabia and Bahrain, to manage the firm’s investment services and global advisors strategy. Al Hassoun reports to Oliver Berger, head of emerging growth markets, State Street, and Emmanuel Laurina, head of Middle East, Africa and official institutions, State Street Global Advisors, and is based in Riyadh.

The Chartered Institute for Securities & Investment named broker and trader James Morris as CISI Ireland country head. Morris, who joined from Dublin-based StoneX Group, previously worked with Crux Shipbrokers in Dublin and MINT Partners in Singapore and Dubai.

Cross-border advisory firm Quantuma, headquartered in London, appointed Luke Furler as the leader of its international business. His main responsibility is to increase connectivity between the firm’s Far East operations with its Caribbean operations in Cayman and the BVI.

KBI Global Investors (KBIGI), a specialist asset management boutique, appointed Eve Finn as an independent non-executive director. Finn, who has more than 20 years’ experience in financial services, was CEO and executive director of LGIM Managers (Europe) Limited until late 2023. 

BNP Paribas Asset Management appointed two investment directors within the private debt team of its private assets investment division. Linda Fodil and Thibault Sartori are based in Paris and report to Christophe Carrasco, head of private debt. Fodil has more than 20 years of experience in SME financing and investment. Previously, she worked for seven years at AXA IM in the private debt team as a senior investment professional and a voting member of the investment committee. Sartori, who has over 10 years of experience in the direct lending industry, was previously investment director in the private debt team of LFPI. 

Saltus, a UK-based wealth manager, appointed Andy Cawker as chairman of its asset management division to support the firm’s strategic growth. Cawker was previously head of equities at Insight Investment.

Canaccord Wealth welcomed Amy Richards, a figure who has worked at firms such as Marsh McLennan and Oliver Wyman, as a non-executive director. Richards provides strategic oversight and guidance to Canaccord’s international leadership based in Guernsey, the Isle of Man and Jersey. 

KBI Global Investors appointed Craig Bonthron as senior portfolio manager – Natural Resources Equity Strategies. Bonthron reports to Colm O’Connor, head of portfolio management – Natural Resources Equity Strategies. He returned to the Dublin-based manager after 14 years. 

Unicorn Asset Management, an independent UK equity specialist focusing on small and mid-sized companies, made two appointments. Mark Westcott joined as director of strategy and business development, and Cleo Papathanasopoulou joined as an investment associate.

BNY appointed Madiha Sattar as managing director and growth ventures partner, in a global role based in the United Arab Emirates. With over 20 years’ industry experience across operating and strategy roles, Sattar joined from Careem, a MENA region technology group.

Deepbridge Capital, a UK venture capital investment manager, appointed Andrew Aldridge as chief operating officer. Aldridge joined Deepbridge in 2014 initially as head of marketing and more recently as chief marketing officer.

Gen II Fund Services appointed Paul Spendiff as head of business development for Europe as the private capital fund administrator continues to focus on the evolution of its transatlantic services capabilities in support of its clients’ growth ambitions. 

EFG Harris Allday, a division of EFG Private Bank Ltd, appointed former FNZ senior figure Edward James as new managing director. He took over from Richard Killingbeck who decided to step down after a five-year stint to pursue other opportunities. James is responsible for leading and expanding EFG Harris Allday’s business in the Midlands region of the UK. Prior to joining EFG, James most recently served as CEO of FNZ Asset Management Infrastructure. Prior to that, he served in various senior roles at Octopus Investments, Euroclear and Gerrard Asset Management.

Specialist analytics and risk management consultancy 4most appointed Colin Haines to join its senior team as a new client partner for BPA Market Services, based in the London office. Over a 30-year career, Haines served in partner and EMEA leadership roles at major global and European pensions and actuarial consulting firms.

Fairway, a Jersey-based independent private client, corporate, funds and pension services provider, appointed Paul Sewell as head of business risk and commercial strategy. Sewell, who has more than 35 years’ experience in the financial services industry, joined from Vistra. 

Rathbones appointed Tessa Curtis as its first director of corporate communications and affairs, reporting to chief client officer Simonetta Rigo. Curtis previously built a team as head of group PR and media relations at Entain plc, a FTSE global betting and gaming group with brands such as Ladbrokes and Coral. She also has financial services experience with companies including Legal & General, Barclays, Mirabaud and Santander.

PIMCO appointed Paul Keogh and Oliver Van Nairn as account managers in its UK Global Wealth Management (GWM) team. Keogh is responsible for clients in the South West/Midlands/East Anglia, while Van Nairn oversees the South and South East regions. Both report to Terry Oh, executive vice president and head of PIMCO's Global Wealth Management business in the UK.

GAM Investments appointed Steven Williams as head of UK and Channel Island distribution. Williams leads the sales team in a new drive for business growth, reporting to Rossen Djounov, global head of client solutions. Williams joined GAM to use experience at Amundi Asset Management.

Raffles Family Office, the multi-family office, appointed Abdullatif Mohamed Kanoo as board advisor. Kanoo plays a role in guiding RFO’s expansion into the Middle East.

Harmony Financial Services appointed Katrina Farthing in the new role of associate director. The Nottingham-based firm specialises in independent mortgage and protection advice. Farthing has 28 years of experience across financial services, including expertise in mortgages, protection, investments and pensions. 

Ogier Global – Ogier’s corporate and fiduciary services business – appointed Eric Wilson as associate director within the firm’s anti-money laundering services team in the Cayman Islands. Wilson has had a career spanning almost two decades.

Equiom appointed Naveed Shah as chief risk officer to lead the compliance and risk management function. Before joining the company, he served as head of UK & CEEMEA compliance and operational risk at Bank of America, where he managed regulatory and operational risk across regions. He also served in senior roles in risk, control, and operations at Deloitte, HSBC, JP Morgan, and UBS.

Ascot Lloyd, a UK wealth manager, appointed Mary O’Connor as a non-executive director to join its group board. O’Connor has a 30-year career; he led and advised public and private-equity backed businesses and is a lawyer by background. O’Connor’s most recent leadership role was as the divisional CEO for capital advisory and placement at Howden Broking Group. 

abrdn appointed Ben Tucker as business development director, covering discretionary wealth manager clients in London, to support new business growth. This is a new role reporting to Simon Cowan, head of UK wealth. Tucker was previously at Janus Henderson Investors where he joined in 2010. 

Insight Investment hired Chandra Gopinathan as head of responsible investment research. Gopinathan is responsible for leading Insight’s sustainability-related research activities and integrating research findings to improve decision-making. He is based in London.

Gresham House, a specialist alternative asset manager, named Hyewon Kong as sustainable investment director. Kong is based in London.

Nutshell Asset Management appointed Michael Spencer as chairman. The move was accompanied by a significant investment by Lord Spencer’s private investment office, IPGL, into Nutshell’s flagship Growth Fund, along with other strategic commitments. Spencer was described in 2018 as the richest self-made person in the City of London and a "City grandee." He founded NEX Group, a UK-based business focused on electronic markets and post-trade business which was acquired by CME Group in November 2018.

Matthew Spencer, a former senior figure at Close Brothers Asset Management, Deutsche Bank and Coutts, joined Evelyn Partners as its new head of intermediaries. Spencer succeeded Craig Wright, head of the UK independent financial advisor arm, who returned home to Australia.

Switzerland’s Marcuard Heritage appointed Sascha Steinmann to drive this process. Steinmann brought 20 years of experience in the field of independent wealth managers. He served in leadership roles at Julius Baer, LGT, and VP Bank.

C Hoare & Co, a UK privately-owned bank, appointed Mark Gaisford as a senior relationship manager. Gaisford is based in Essex, covering Essex, Suffolk and Hertfordshire. He joined from Coutts & Co where he was director of private banking. 

Irwin Mitchell added Tara McInnes, a specialist in will, trust and estate disputes partner, to its team in the Thames Valley region. 

Charles Russell Speechlys appointed private client partner, Jonathan Burt, to the firm’s UK private client team. Burt joined from Harbottle & Lewis.

Progeny, a UK firm bringing together chartered financial planning, asset management, tax, HR and private and corporate legal services, appointed former HSBC group chief financial officer

, Ewen Stevenson, as its chair, to preside over the next phase of the company’s growth.   

EFG International appointed Demis Stucki as its new chief operating officer and an executive committee member. He took over from Martin Freiermuth, who stepped down from the post. EFG appointed Ioanna Archimandriti, global head of human resources, as a member of the executive committee. They both report to Giorgio Pradelli, CEO of the group.

Cazenove Capital appointed Dominic Brentnall as portfolio director in Birmingham. Brentnall, who worked at Santander, Barclays Wealth Management, and most recently Swiss private bank UBS, has over 14 years’ experience. 

ARK Invest, a Florida-headquartered investment management firm specialising in exchange-traded funds (ETFs), appointed Carl Henrik Hagerup as head of Northern European sales, based in London. Hagerup has served in several high-profile roles in the European ETF industry.

Kohlberg Kravis Roberts, aka KKR, hired Derya Kara from Wellington Management as its co-head of global wealth solutions in Switzerland. Culic was previously HSBC’s head of alternative investments EMEA for private banking and wealth in Geneva.

Asia-Pacific 
KKR, aka Kohlberg Kravis Roberts, appointed Yoshi Takemoto in Tokyo as manging director to lead its global wealth solutions platform in Japan. Previously, Takemoto was founding member of Blackstone’s wealth team in Japan.

Natixis Investment Managers appointed Johan Lim in  the newly-created role of head of wealth for Hong Kong, Singapore and Southeast Asia. Lim, who is based in Singapore, reports to Dora Seow, CEO, Natixis IM Singapore. Lim has more than 20 years’ experience in the asset management industry in Asia-Pacific. Previously, he was at Morgan Stanley Investment Management, where he served in various roles over a 16-year career, most recently as executive director, international distribution. 

Broadridge Financial Solutions appointed Ashima Ghei as its chief financial officer. Ghei, who had acted as ad interim CFO since 1 July 2024, joined the firm in January 2022 as CFO of Broadridge’s investor communications business. 

Howden, the global insurance intermediary group which covers areas including private wealth, named Rohan Bhappu as deputy CEO, Howden Asia, part of a senior reshuffle. Bhappu was scheduled to be based in Hong Kong, and report to Chye Huat Goh, CEO, Howden Asia. In October 2025, Bhappu became CEO of Howden Asia, reporting to David Howden, CEO. Goh then succeeded Mark Wood as chairman of the region and became chairman of private wealth. Wood will continue to lead Howden’s global specialty practices.

Lombard Odier appointed Omar Shokur as regional head for Asia for its private client franchise, starting in March. In this capacity, he is also CEO for the subsidiary in Singapore.  The role is newly created; Shokur is based in Singapore, reporting to FrĂ©dĂ©ric Rochat, managing partner and co-head of the private clients division.

Sun Life appointed Benjamin Deng in the newly-created role of president of its Asia asset management arm. Deng reports to Manjit Singh, president of Sun Life Asia and Steve Peacher, executive chair of SLC Management, Sun Life’s institutional asset management business. Previously, Deng was the group chief investment officer at Ping An Insurance.

Progeny, a UK-based firm blending financial planning, asset management, tax, HR, and private and corporate legal services, appointed a new CEO for its Singapore office. Chris Guy, who had worked at large firms such as Barclays Capital, Deutsche Bank and Citibank, replaced Huw Wedlock, who returned to the UK.

Union Bancaire PrivĂ©e appointed former Bank of Singapore senior figure Jacky Leung as head of investment services for North Asia. Based in Hong Kong, Leung reports to Teresa Lee, Hong Kong CEO and North Asia region head. Leung also has a functional reporting line to Philippe Henry, global head of investment solutions. Leung succeeded Andy Lee, who decided to leave UBP to pursue opportunities outside of the bank. 

PGIM Investments appointed Brenda Leow as head of Southeast Asia. Based in Singapore, reporting to Jessica Jones, PGIM Investments’ head of Asia, Leow leads the wholesale sales and distribution of the firm’s investment strategies across key markets in Southeast Asia. 

After Tan Su Shan was appointed as group CEO, starting in March, DBS made two senior-level appointments: Tan Su Shan succeeded Piyush Gupta as CEO; Gupta was due to retire at the next annual general meeting on 28 March. 

Han Kwee Juan, DBS Singapore country head, succeeded Shan as group head of institutional banking; Lim Him Chuan, group head of strategy, transformation, analytics and research (GSTAR), took over the role of Singapore country head. Juan and Chuan, who continued as members of DBS’ group executive committee, report to DBS CEO Piyush Gupta.

HSBC appointed Annie Lim as Global Private Banking (GPB) desk head for Singapore. Lim, who joined from Lombard Odier, has more than 29 years of banking experience in Asia. 

ANZ appointed a new CEO, Nuno Matos, who succeeded Shayne Elliott after nine years in the post. Matos, who has more than 30 years’ experience across retail, commercial and wholesale banking, was most recently CEO of wealth and personal banking at HSBC. He joined HSBC in 2015, after working at Santander where he was most recently global head of consumer in its retail and commercial division.

UBS said its chief operating officer for the wealth management arm, Wiwi Gutmannsbauer, was appointed as COO for UBS in Asia-Pacific, adding to his existing role. Gutmannsbauer relocated from Zurich to Singapore. His predecessor, Lay-Sie Teo, became APAC chief of staff.

Global law firm Reed Smith hired Arthur Tso to join its global corporate group and Hong Kong office. Tso was previously at DLA Piper. 

T Rowe Price promoted Cassandra Crowe to head of Asia-Pacific consultant relations, based in Sydney. Crowe is head of consultant relations for Australia and New Zealand.

Indosuez Wealth Management appointed Laurent Proutière as CEO for Asia and as Singapore branch manager. Proutière, based in Singapore, reports to Isabelle Jacob-Nebout, head of wealth management, CA Indosuez (Switzerland) SA. He succeeded Omar Shokur who left the Crédit Agricole Group.

Robin Heng, co-head of private banking at Bank of Singapore, retired. Before joining Bank of Singapore, Heng worked at UBS in Hong Kong for a year.  Prior to UBS, he worked for more than seven years at the same bank in Singapore. He also worked at Citigroup and Overseas Union Bank. BoS moved Rodney Sin, the former co-head of Singapore and ASEAN regions to a vice-chair, global client engagement role. The newly-formed role involves leading the bank's UHNW strategies.

Standard Chartered Global Private Bank appointed Derek Too as head of wealth planning and family advisory in Singapore. He reports to Mike Tan, global head of wealth planning and family advisory. Too has more than 15 years of wealth planning experience advising high net worth and ultra-high net worth individuals on succession planning. Prior to his new role, Too worked at Swiss private bank UBS, Société Générale Trust and HSBC in Singapore.

North America
Global business advisor EisnerAmper appointed Navin Sethi as a tax partner in its financial services group. With 25 years of experience, Sethi specializes in serving hedge, venture, and private equity funds. 

Steward Partners formed the Lindsey-Trost Group of Steward Partners. This branch was built by unifying the Lindsey Group, an office under the Steward Partners umbrella operating from Lake Oswego, Oregon, and Trost Financial, a boutique advisory firm headed by Greg Trost in Los Angeles’ Century City business district.

HSBC Global Private Banking appointed former Bank of America Private Bank senior figure Eric Ingber to run its US ultra-high net worth business. Ingber is based in New York. Ingber reports to London-based Caroline Kitidis, global head of UHNW business at the UK/Hong-listed banking group, and to New York-based Racquel Oden, head of wealth, premier and global private banking, US.

RBC Wealth Management promoted Carla Novak to lead its Pacific Northwest complex, heading up a group comprising 10 branch offices. Novak is an 18-year veteran of the financial services industry. 

Cetera Financial Group said three financial professionals doing business as allwealth Planning joined Summit Financial Networks, a community within Cetera Advisor Networks. It is led by co-founders Eric Bottolfsen, Howard Gershkowitz and Robert Gershkowitz.

Vanguard set up a new advice and wealth management division, led by Joanna Rotenberg. Previously, Rotenberg was president of personal investing at Fidelity. Before her time at Fidelity, Rotenberg spent over a decade at BMO Financial Group as a member of the bank’s executive committee.

Vanguard said Karin Risi, managing director and head of strategy, product, marketing and communications, was retiring. Her departure wrapped a career of more than 27 years.

Serenus Wealth Advisors, an RIA serving high net worth individuals and families nationwide, appointed Graham K Mandl as a partner. Mandl leads the firm’s first East Coast office in New York, establishing a presence in the Tri-State Area of New York, New Jersey, and Connecticut. Mandl has more than a decade of experience working with entrepreneurs, C-suite executives, legal professionals, professional athletes, and other high net worth clients to create integrated wealth management strategies.

Signature Estate & Investment Advisors, an RIA, brought back Canon Price to its fold by buying her firm, Beverly Investment Advisors. 

F2 Strategy appointed industry veteran Ryan Beach as chief executive officer. He took over from co-founder Doug Fritz, who transitioned to executive chairman, allowing him to focus his efforts on strategic initiatives and client engagements.

Financial advisor Gary Presslaff, a 40-year veteran in the financial services industry, joined an established independent Ameriprise practice, Monumental Financial Planning, in Washington DC.

MetLife Investment Management appointed Kerry O’Brien as global head of insurance asset management and liability solutions. Prior to this, O’Brien worked at MIM from Insight Investments, where she led a team managing assets for clients across life, property and casualty and health insurance companies, risk pools and captive insurers. 

Procyon Partners a member of the Dynasty Network of wealth advisory firms, appointed Rich Franchella as senior vice president of business development – a newly-formed post. Franchella reports to chief revenue officer Harry Kirkpatrick.

Chicago-based Andrew Erickson, founder of ClearGuide Wealth, joined Avantax after an eight-year stint at Edward Jones. 

Raymond James welcomed financial advisor Carol Heil to its employee advisor channel in Louisville, Kentucky. Heil joined from Merrill Lynch, where she managed more than $400 million in client assets. She leads Heil & Associates Wealth Management of Raymond James and was joined by senior registered client relationship associate Whitney Woodford and senior client service associates Brody Heil and Kathleen McConnell.

Former Morgan Stanley financial advisor Justin Pearlman joined the employee advisor channel of Raymond James, based in Santa Barbara. 

The Raymond James board of directors officially appointed president Paul Shoukry as CEO of the company. Shoukry took over from Paul Reilly who stepped down from his CEO responsibilities and become executive chair.