Managers of Wealth

Julie Dean joins Chelverton to manage new UK opportunities fund

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

Oberon hires Adam Hughes as head of distribution

Hughes formerly with Neptune Investment Management and Gresham House

Head of DACH distribution at Invesco joins Barings

Sascha Specketer will head distribution for the DACH region.

Ex-Barclays fund selection head Ian Aylward joins AJ Bell

Aylward will lead a drive to create bespoke portfolios for advisers as head of investment partnerships.

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

WHEB appoints Hans-Christoph Hirt to advisory committee

Hirt brings over 20 years experience to the committee

Northern Trust Asset Management Hires Director of Quantitative Solutions, Asia Pacific

Jan Rohof Bolsters Regional Quantitative Capabilities and Latest in Series of Global Quantitative Appointments

JP Morgan Private Bank hires UBS desk head in Zurich

Loyan Osman, who worked in a number of roles at the Swiss bank, will be joined by another new hire, an investment counsellor from Citi.

Schroders Personal Wealth appoints Martin Andrew to its board

Andrew, has over 25 years’ experience in the asset and wealth management industry and, most notably, spent 14 years as the CEO of Close Brothers Asset Management

Fiera Capital Hires Director of Investor Relations in Hong Kong

Fiera Capital Corporation (Fiera) has appointed Bradley Bester as Director of Investor Relations at Fiera Capital (Asia)

DWS Switzerland CEO Björn Jesch exits

Jesch, who was also global chief investment officer at DWS, previously worked for Credit Suisse.

Vontobel names markets index investment solutions head

Wai Leong Gan succeeds Samuel Suter, who has relocated to Zurich for a new role.

Pablo Hernández de Cos announced as next BIS General Manager, effective 1 July 2025

He will take over the position of BIS General Manager from Agustín Carstens whose term concludes at the end of June 2025.

Edmond de Rothschild. New CSR Director comes from Lombard Odier

She will work at the Geneva office and report to Chief Sustainability Officer Nathalie Wallace

LGT hires industry veteran to head family office services

The Liechtenstein private bank has recruited the ex-head of UBS Global Wealth Management's Apac family office business.

Canaccord Wealth appoints Stockbroking Director in Jersey

I’m absolutely delighted with Aiysha’s appointment

Schroders announces new Group Executive Committee

It comes as Richard Oldfield officially becomes Group Chief Executive, succeeding Peter Harrison who has led the business over the last eight years.

Copia managing director exits DFM

Robert Vaudry is to be replaced by Joanne Benson at the Wealthtime-owned business.

Citi Private Bank Names Southeast Asia Market Manager

Citi Private Bank has appointed Jennifer Tay as global market manager for Singapore, Malaysia and Thailand

Executive Moves