Managers of Wealth

Eric Howell to transition to a Non-Executive Advisory Role

Sonia Santos first joined the company at the start of this year.

Courtney Duphorne will lead the Texas North Complex and Bill Boehm will lead the Minneapolis Complex

Newly-created position entails analysis of long-term economic trends and a key role on the investment committee.

Two in the charities team and four working with private clients

Muriel Danis will take charge of investment services for private banking and wealth clients in the newly created role.

Franklin Templeton has appointed Maximilian Beeck as head of wholesale Switzerland, effective 1 November 2023.

Fund house brings in sector specialist with more than 20 years of industry experience to lead equity operation.

SG Kleinwort Hambros has appointed Gene Salerno as its chief investment officer from 8 November 2023.

Gerardo Palacios has joined the independent private bank Bordier & Cie where he will lead the Swiss group's two Uruguayan offices.

Henry Certain Dangond has joined the US firm from Alti Tiedmann in Miami as a private banker covering Latin America.

Abbas Owainati joins the firm from a £47bn pension scheme, while Amish Patel has been poached from wealth rival Quintet.

New Partner Richard Dodds Enhances Sionic’s Asset Management Footprint

Previously at Natixis IM, Nathalie Wallace has more than 20 years’ experience in climate and social finance.

Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.

Frederico Lupi joins to work alongside fellow co-head Clément Mauve, who became part of the Agora team in 2020.

He began his career in 1999 in Jakarta at Crédit Agricole Indosuez in debt restructuring and export financing activities.

He will lead Amundi’s operations in North & South Asia as well as our joint ventures in mainland China.

The newly recruited Manish Vyas, an experienced professional in the wealth management domain, will be operating out of Hong Kong.