Managers of Wealth

Apex Group appoints new professional trustee

Before joining Apex Group, Bill held prominent roles as a professional trustee at Law Debenture

Bank of America names co-leaders for initiative linking investment bank, wealth units

The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units

Patricia López Molina joins GAM Madrid to lead and strengthen distribution across Iberia

Patricia is an experienced business development professional with over 20 years of working in the asset management industry.

GAM’s systematic chief to exit after 18 months in the role

Swiss fund house undergoes yet more turnover as quant efforts receive rethink.

Philipp Good joins Helvetica’s Board of Directors, adding to its expertise in the field of sustainable real estate investment

Philipp Good has extensive expertise in the fields of asset management and sustainability.

Investec wealth veteran exits to join Oberon Investments

Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.

Julius Baer Adds Asia Veteran in Switzerland

He was most recently working at UBS, heading Southeast Asia coverage for Credit Suisse out of Switzerland.

Skerritts snaps up £1bn Harrogate IFA and Openwork CFO

Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.

Global financial services group GSB makes double hire for wealth division

Paul Waterman and Craig Holding join the firm in Dubai

ZEDRA welcomes new Deputy CEO to enhance leadership team

This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.

TEAM’s Managed Portfolio Services range delivers strong performance, placing it amongst top UK providers

The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.

Edmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team

He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.

Close Brothers Group: CEO Leave of Absence

The group has put in place robust temporary cover arrangements to ensure continuity in the delivery of the group's strategy during this period.

Rothschild & Co’s UK Wealth Management business appoints Director of Strategic Relationships

Daniela has extensive marketing, corporate strategy and business development experience.

Quilter plc Directorate Changes

Tim Breedon has stepped down from the Quilter Board

Santander to Reshuffle Private Banking, Asset Management Units

The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.

Zurich family office names ex-Credit Suisse exec as client chief

Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.

Drew Kliber Joins Wilde Wealth Management Group

The new division of Wilde Wealth will deliver white glove service for high-net-worth clients

Hawksmoor hires Charles Stanley director to head investment management

Dan Ellis joins the wealth firm and becomes one of three appointments to its board.

Former CS Manager Joins One of Switzerland's Family Offices

The Finad Gruppe has appointed Jan Hüsler as a member of its management team.

Executive Moves