Managers of Wealth

Franklin Templeton appoints new VIC sales director

Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.

Perpetual CEO Reilly on turning around asset management

He replaced Rob Adams who had held the role of group CEO since September 2018.

Luxury Retail Leader Chris Chong Joins Raffles Family Office as Board Advisor

Prior to his current position, Chris was the Chief Executive Officer, Retail and Workspace at CapitaLand Investment, a global real estate investment manager.

ZEDRA appoints Peter Brown as Managing Director to lead Luxembourg operations and drive growth

He will enhance the delivery of end-to-end services to alternative fund managers, driving significant business growth and enhancing service delivery in Luxembourg.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.

Multi-family office hires Ruffer manager as deputy CIO

Kate Forsyth joins Hundle after a seven-year stint with Ruffer.

Lombard Odier IM expands wholesale distribution

The company wants to strengthen its business with strategic intermediaries in Switzerland and expand its market share.

Changes in Nordea’s Group Leadership Team

These changes will take effect as of 1 January 2025.

BOS Appoints Greater China Market Head

Based in Hong Kong, she reports to Rickie Chan, head of private banking, Greater China and chief executive, Hong Kong branch.

SJP hires Adam Higgs to help drive growth in protection

In his new role at SJP, Higgs will help raise the profile of protection within the wider business and support the planning of SJP advisers.

Prosperity Asset Management Strengthens Team with Key Hires

Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel

Financial Advisor James Kosan joins UBS in the Inland Empire

Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

Credit Suisse EAM team head becomes MD at fixed income manager

Gemma Tomas held various senior roles in private banking and investment banking at Credit Suisse.

Carmignac appoints new directors

These new directors strengthen the firm’s board, already comprising

Oberon Investments Group plc Directorate changes

Adam joined Oberon in November 2021 as COO of Capital and Head of Change

Evelyn Partners strengthens cyber security practice with senior Manchester-based appointment

He joins Evelyn Partners’ professional services business from Deloitte where he was a Partner and led the firm’s UK cyber digital transformation practice.

Bank of Singapore Strengthens ASEAN Presence with Claire Boey as Malaysia Team Head

This strategic hire strengthens Bank of Singapore's position in Malaysia, emphasizing the bank’s commitment to enhancing its presence in the ASEAN wealth management space.

Natixis IM Adds Fixed Income Head in Singapore

Based in Singapore, he reports to Dora Seow, CEO of Natixis IM Singapore.

EFG further strengthens its Regional Asia Advisory Board with appointment of Dr. Urs Buchmann and Ashish Gumashta

With their deep knowledge of the Asia Pacific and Global South Asia markets, Dr. Urs Buchmann and Ashish Gumashta will provide crucial guidance to help shape the bank's sustainable and profitable growth strategy in this key strategic region.

Titan Wealth hires business development director from LGIM

Giles Whittingham will focus on clients in the north of England region

Executive Moves