Managers of Wealth

Andrew Shepherd to retire as Brooks Macdonald group CEO

CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Canaccord bolsters Newcastle arm with Brewin Dolphin hire

Competition for wealth management talent in the Northeast continues as Canaccord hires Samantha Gibson.

Stonehage Fleming appoints Cora Binchy as Head of Fiduciary

She will work closely with key stakeholders in each jurisdiction to ensure that services are aligned to the highest standards of fiduciary risk management.

Veteran Wealth Management Executive Jeff Markham Joins Stifel to Bolster Growth and Expansion

He will be based in Dallas, Texas.

Franklin Templeton bolsters Global Sukuk and MENA Fixed Income team with new hire

Franklin Templeton is pleased to announce the appointment of Hardeep Dogra as Portfolio Manager and Research Analyst

State Street hires heads of business and products

He will oversee sales, client management, client relationship management, client experience and services, and sales enablement functions across SSBI.

Partners Group opens office in Hong Kong

We are very pleased to add a Hong Kong office to our regional footprint.

Indosuez Wealth Management appoints Michaël Kofman as Chief Executive Officer of Hong Kong branch

Michaël will oversee Indosuez’s wealth management business for Hong Kong Branch, and will report to Omar Shokur, Indosuez’s Chief Executive Officer Asia.

Swiss Sustainable Finance elects five new board members

Chiefs at Pictet Group, Six, Raiffeisen and Axa have joined the sustainability association.

Söderberg & Partners WM names Paul Boston as chairman after passing of Bill Vasilieff

He was a founding partner of Novia Financial and Copia Capital Management

Senior client adviser joins Frankfurter Bankgesellschaft in Zurich

Philip Saladin, whose role will include client advisory and relationship management for Frankfurter’s clients, officially stepped into the position last month.

Reynolds Asset Management appoints SVP to manage acquisitions

His experience has allowed him to help source, underwrite, negotiate and close on approximately $80 million of deal capitalization for the firm, and assist with some asset management needs.

Natixis IM Affiliate Ostrum names new COO

Gaëlle Théaud-Gautheron has been named chief operating officer of Ostrum Asset Manageme

UBP nabs new German team head from Credit Suisse in Zurich

Union Bancaire Privée has hired an experienced team lead from Credit Suisse to expand its German wealth management.

Northern Trust Asset Management Announces Naoto Komoro as Head of Japan Office

Komoro will also continue in his current role as Head of Institutional Client Group, Japan and becomes Representative Director and Chair of the Board of NTGI, subject to regulatory approval.

UBS sustainable and impact advisory head exits

Gifford has worked for both Credit Suisse and UBS in senior sustainable investing roles.

EFG private banker joins Hong Kong EAM

Aspenwood Capital recruits EFG private banker as a managing partner.

Nedbank Private Wealth appoints new head of financial planning

Hein Klee believes a culture of collaboration and knowledge-sharing among financial planners can drive innovation and best practices.

Ex-Lombard Odier Asia Switzerland head to join Bordier

The former Singapore head of private clients at Lombard Odier is expected to join Bordier in September.

Executive Moves