Global Wealth Management Personnel Moves: May 2026 Roundup

The hiring wave touched nearly every corner of the industry, with firms prioritizing strategic growth in specialized niches. In Europe, UBS saw significant movement as Christl Novakovic shifted her focus to the Middle East, while Amundi overhauled its General Management Committee, integrating Philippe D’Orgeval and Sarah Finkelstein into its core leadership to drive transformation and investment strategy.

Asia-Pacific remained a primary focus for expansion, particularly in the private banking and legal sectors. Charles Russell Speechlys significantly scaled its Asia presence by appointing Kevin Lee as head of private client, bringing a team from Stephenson Harwood. Meanwhile, HSBC strengthened its Taiwan operations by naming Edward Chiu as head of the onshore private bank, and Manulife Hong Kong appointed Wilton Kee as chief executive officer.

North American wealth management saw a flurry of advisor transitions and leadership appointments. Rockefeller Global Family Office expanded its Florida footprint by onboarding the Coplin Wealth Partners team from Morgan Stanley, while Raymond James continued its aggressive recruitment of independent and employee-channel advisors across multiple U.S. states. The executive ranks also saw notable shifts, with Fiduciary Trust Company naming Frank Brochin as chief investment officer and Cohen & Steers appointing Amit Muni as its new chief financial officer.