Managers of Wealth

KKR private wealth director leaves

Andrew Cocks has left KKR, after joining the firm from Blackstone in 2021.

Barclays Private Bank Hires Ex-CSAM Duo

Barclays Private Bank has appointed Ong Shun Wei as head of discretionary portfolio management (DPM) Singapore

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

François Reyl becomes Member of the Bank’s Board of Directors and Chairman of its Strategic Committee.

HSBC nabs StanChart's global wealth and retail COO

HSBC has hired a Standard Chartered COO veteran to be its new COO.

Emirates Family Office Association appoints new executive director

As Executive Director, Aisha will work closely with stakeholders to drive the growth and value proposition of EFOA.

Syz Group: CFO Departs, Successor Not Yet Found

Alexandre de Montbas, who took on the role of CFO nearly three years ago, has left the Syz Group.

Khan and Karofsky Leave Their Mark on GWM

Their goals include fostering increased growth, enhancing quality, and boosting productivity.

Banque Audi Suisse CIO and investment specialists exit

Youssef Kamel departed the firm alongside Thomas Decoopman and Alexandre Chichery, the latter of whom has moved to QNB Group.

Michael Buchholz joins Liontrust as Head of Distribution for Germany

The appointment of Michael is part of Liontrust’s expansion in Europe

Coller Capital appoints David Hallifax as Head of Australia and New Zealand Private Wealth Distribution and opens Melbourne office

The office will be the firm’s strategic hub for our Private Wealth Secondaries Solutions (PWSS) business in the region.

Janus Henderson's Asia sales team 'complete' after Citigold hire

San Lo John, previously head of Citigold Investment Consultants, joins as director, intermediary sales.

Standard Chartered expands global DPM team, adds to fixed income capability

Their combined expertise will add significantly to Standard Chartered’s DPM capability.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

Private markets duo exit Rothschild & Co in ‘reorientation’

Clément Schnappler and Frank Krischan, who joined Rothschild & Co in 2021 and 2022 respectively, are set to leave the firm due to a team restructuring.

Federated Hermes boost sales team with Goldman Sachs PWM hire

Calista Ng joins the firm's business development team focusing on family offices and private wealth.

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.

Former NatWest boss Samuel Okafor named CEO of inclusion campaigner Kick It Out

The former midfielder also co-led NatWest’s racial equality taskforce and replaces departing Kick It Out CEO Tony Burnett, who announced he was stepping down in January.

James Crossley to join Rathbones as Head of Asset Management Distribution

James joins from Legal & General Investment Management

Boston Consulting Group Switzerland expands management team

Six Managing Directors and Partners (MDPs) will be appointed in the middle of the year

Executive Moves