Managers of Wealth

Evelyn Partners expands its debt advisory practice with experienced appointments

The new joiners follow the appointment of Fenton Burgin as partner in September 2024 to significantly expand the debt advisory team at Evelyn Partners.

HSBC confirms Kanas Chan as North Asia private bank head

Hong Kong-based Chan is taking over as head of global private banking for North Asia and Hong Kong.

Fairway appoints Jonathon Buesnel as Private Client Director

He has extensive technical expertise in dealing with complex structures and high net worth clients.

New group CEO for Rathbones as Stockton announces retirement

Stockton, who took on the role in 2019, will step back on 30 September.

Lombard Odier’s Asia Head to Relocate to the UK

He was also appointed to LOIM’s executive committee in January this year as head of LOIM Asia.

Ex-EFG AM bond fund manager joins VC firm as CEO

Roberto Matta joins new venture capital firm Evoleen Invest as its chief executive officer, with plans to launch an inaugural fund imminently.

Ocorian Promotes 22 in Jersey

The promotions highlight Ocorian’s ongoing growth

Ocorian appoints Global Head of Partnerships to help drive growth

She joins Ocorian from Restitution Capital, a litigation impact funder, where she was Head of Investment.

Financial adviser joins RBC Wealth Management in Las Vegas

Wealth expert brings $300m in assets under management to the firm.

Equiom Group Appoints New Regional Head of Asia

Her expertise spans business transformation, change management, and corporate governance, with a strong focus on delivering tailored solutions to clients worldwide.

Swiss Life Asset Managers: New Head Real Estate

His predecessor, Per Erikson, will join the Group Executive Board as Group Chief Investment Officer.

Former UBS Executive Joins Lombard Odier

Lombard Odier has named Olivier Schirmer as a senior vice president within its wealth management division.

New hire strengthens private wealth team at independent firm Praxis

His career includes roles in Guernsey, London and Singapore, where he served as Centre Head for the trust division of a leading Swiss private bank.

Fidelity International global bond CIO to exit

The fund giant brings in experienced investor to fill position on EMD in wake of many changes in the unit.

UOB Private Bank's Malaysia market head resigns

The market head was at UOB Private Bank for five years before leaving.

Trio of additions to Dorset wealth management firm

He specialises in wealth management, equity release, and retirement planning.

Principal Asset Management names global real estate head

He will also lead Principal’s global real estate research team, tasked with delivering the firm’s house economic and real estate views to clients worldwide.

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

Executive Moves