Managers of Wealth

M&G plc appoints CEO M&G Asset Management

Joseph will have accountability for all investment capabilities

Wren Sterling Group appoints former CEO of Ruffer, Clemmie Vaughan, to NED role

She is Chair-elect of CG Asset Management and was previously a Non-executive Director of Electric & General Investment Fund from 2012 to 2017.

Former Partners Group team starts at Bellevue

Having joined Bellevue in early December 2022, the former secondaries team at Partners Group is now launching its first fund, the company announced on Tuesday.

Ex-Punter Southall Top 100 star joins Coutts as fund analyst

After a break following Canaccord’s acquisition of Punter Southall Wealth, former head of fund research Martin Ward heads to Coutts.

LGT Crestone follows solid year of growth with two senior female hires

Throughout 2022, LGT Crestone continued to expand its national footprint, boasting 313 employees, including 94 investment advisers, across sites in Melbourne, Brisbane, Sydney and Adelaide.

Pictet Alternative Advisors expands direct private equity team

The team is to be led by Edmund Buckley, Global Co-Head of Private Equity and Head of Direct Private Equity, based in London, who was recruited in April 2022 from THI Investments to build the direct franchise.

Affinity Private Wealth appoints new Associate Director

Her primary role will be managing key client relationships, whilst providing leadership and support to members of the trust team.

TISE starts anniversary year with appointments and promotions

"These appointments and promotions reflect the dedication they have shown to their personal development and the significant contribution each of them has made to the success of the organisation."

Citi Appoints Singapore Country Officer

In the role, he reports to Citi head of South Asia and ASEAN Amol Gupte.

Seven-Member Wealth Management Team Joins First Republic

Team Is Led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan Gallagher

GKB appoints investment chiefs

Gian Raffainer is the new head of the investment centre, while Daniel Lüchinger is the new chief investment officer.

FNZ appoints Group Chief People Officer to further strengthen its global leadership team

Renata Mrazova brings world-class business and people strategy expertise, that will support FNZ’s culture for growth and ambitions to open up wealth

Swiss Re appoints Group Chief Investment Officer

Velina Peneva is currently Co-Head Client Solutions & Analytics in Swiss Re's Asset Management.

Temenos announces change in leadership team for next phase of growth

The Board of Directors is considering both internal and external candidates and the position is expected to be filled at the latest by the end of 2023.

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

The team reports to Michael Armondo, Central Division Director.

Comings and Goings at the Alliance of Swiss Wealth Managers

Zug-based Tramondo Investment Partners is the investment arm of a multi-family office group founded over 40 years ago

Alexa Saunders appointed Head of Trusts and Private Wealth at Carey Olsen in Jersey

As the new Head of Trusts and Private Wealth, Alexa brings a depth of experience in advising on a broad range of both non-contentious and semi-contentious trust matters.

Stonehage Fleming appoints Carol Mote as Global Head of HR

She has also acted as a strategic adviser leading M&A transactions from a people perspective.

Former Jupiter EM manager joins Oldfield

Charles Sunnucks joins the value-focused boutique after leaving Jupiter in 2020.

Ex-GAM manager becomes sales manager in an investment boutique

The communication and marketing activities of the cooperation partner Alpora will also be integrated into the AMG funds, as can be seen from a statement on Friday.

Executive Moves