Managers of Wealth

Rathbones Bristol head James Fox retires after 30 years

Amos Nelson has been named regional director of Rathbones Investment Management in Bristol.

J.P. Morgan Appoints Private Credit Executive

Ong has worked at the US lender for over 13 years and is currently its head of Southeast Asia debt capital markets.

Julius Baer CEO Reportedly Stepping Down

Board member David Nicol, who led the governance and risk committee, will also step down.

Bank of Singapore Names Philippines Market Head

In the role, he reports to Robin Heng, co-head of private banking, Singapore.

BlackRock Switzerland chief investment strategist Martin Lück steps down

He has held the role since 2015 and will be succeeded by Ann-Katrin Petersen.

NMA profile star takes helm at Partners as Roberts takes on new 7IM role

7IM’s Fiona Oliver has been promoted to managing partner, while former managing partner James Roberts has been appointed head of strategy and proposition in the wider 7IM group.

GAM Fund Management Limited board names new chair

Grainne Dooley is to succeed the late Gerard Thomas Young on the asset manager's Irish entity.

Citi Unveils New China Country Officer

He first joined Citi’s Shanghai office in 2002 and held various leadership positions across corporate and commercial banking.

Barclays appoints Co-Head of Credit Trading, Asia Pacific

He also led their corporate financing business in India and was engaged in Special Situations.

Lazard Appoints Dan Schulman And Stephen R. Howe Jr. To Its Board Of Directors

They are world-class leaders and emblematic of the extraordinary professionals we attract at Lazard.

Fidelity International hires two senior equity portfolio managers

New appointments follow portfolio manager Jeremy Podger's decision to step down from active portfolio management in March 2024.

Lombard Odier Appoint New Asset Management COO

He will continue to be based in London as a member of the executive committee of LOIM, reporting to Jean-Pascal Porcherot, head of LOIM and a Group Managing Partner.

Beat Röthlisberger becomes the new CEO of PostFinance

Beat Röthlisberger will take over operational management of PostFinance on July 1, 2024

One Four Nine Group appoints inaugural chairman

In his new role at One Four Nine Group, Chris will work closely with the board of directors, guiding the strategic direction of the business to shape the next stage of development and growth.

Lazard Asset Management Names Tomohiro Kamisaku as CEO of Lazard Japan Asset Management KK

Yugo Ishida to become Senior Advisor after 10 years as CEO of Lazard Asset Management’s Japan business

Brooks Macdonald splits CIO role to succeed Park

Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role

Brooks Macdonald appoints Managing Director for Channel Islands and Isle of Man

As part of this change, Richard Hughes has stepped down from the role of International CEO.

Strengthening the External Asset Manager department at Bank Bonhôte

The department will be strengthened with two new senior administrators.

Insigneo recruits Bolton’s Miami wealth head Averett for senior role

Michael Averett had been with Bolton Global Capital for two years after spending most of his career at Citi.

Unigestion portfolio management chief joins Sturdza Family fund

Alexandre Déruaz, who served as the recent head of portfolio management for Unigestion’s equity products, has been brought on to manage the $262m strategy.

Executive Moves