Managers of Wealth

Time Investments hires business development director

In his new role, he will coordinate and promote the firm’s suite of defensive open-ended funds across the UK marketplace, alongside Amy Rumsby, strategic account manager.

Trio join T Rowe Price as it chases more DFM model portfolio deals

The $1.5tn asset manager creates a new post for Steve McShane in its multi-asset solutions business as it targets new bespoke model portfolio deals.

Brooks Macdonald names new solutions head

Andrew Rockey will lead BM Investment Solutions, replacing former director Christopher Bishun.

M&G CIO fixed income Jim Leaviss exits with Andrew Chorlton named successor

Chorlton will join the business later this year and will report to Joseph Pinto, CEO of M&G Investments

Mercer names Graham Elliot as Asia wealth leader

Elliot was previously head of Asia Pacific and Middle East distribution.

Centrum WM makes string of senior hires

The Indian wealth manager has made at least eight senior hires in the last two months, as it seeks to bolster its presence following Sandeep Das's appointment last year.

Ex-Mirabaud banker becomes advisory head of Geneva IAM

Nick Bedford, who spent four years as an investment adviser at the Swiss private bank, joined NFG Partners at the start of the year.

EdRAM names new DACH distribution head

Regine Wiedmann will direct Edmond de Rothschild's sales activities for institutional clients and distributors in the DACH region.

UBS Hires Private Wealth Management Team in Westlake Village, CA

They focus on serving the complex needs of ultra-high-net worth clients

Strotbek Announces Another High-Profile Addition

Jan Hendrik Novotny is moving from IntReal to Strotbek to become COO

Evelyn Partners continues Surrey expansion with financial planner appointment

Prior to that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were Partners of the Big 4 accountancy firms.

Saffery Trust announces six promotions in Guernsey

The promotions include Guernsey’s Rory Jones appointed as Manager in the Digital Asset and Cryptocurrency team, which has more than doubled in size since its formation.

Bank Julius Bär Deutschland appoints CEO as of 2025

His appointment is still subject to approval by the supervisory authorities.

BNP Paribas Securities Services Unveils Senior Appointment

In the role, she will report locally to Franck Dubois, head of APAC for securities services and globally to Arnaud Claudon, global head of asset owners & asset managers client lines, securities services.

Randel Freeman joins GAM to co-lead buildout of GAM alternatives capability to meet increasing investor demand

Randy has over 30 years of experience in the global hedge fund investment management industry, having managed a range of alternative investment funds and managed accounts during his career.

Allfunds installs head of operations and chief data officer

Paola Rengifo joins as Head of Global Operations in Madrid.

Private banker Reichmuth expands Germany team again

This is the second expansion within a short period of time.

HIGHVERN strengthens corporate services team with new senior hire in jersey

HIGHVERN provides comprehensive corporate services, supporting clients from the pre-transaction or incorporation stage through establishment, ongoing administration, and reporting, to mergers/acquisitions and reorganisation.

Westminster Asset Management appoints Investment Director

Prior to joining Westminster, Matthew was a part of Canaccord Genuity.

Apex Group appoints new Head of Private Clients and Family Office

Katie Baxter has joined Apex from the Jersey office of the leading offshore law firm Ogier.

Executive Moves