Managers of Wealth

Lombard Odier brings veteran banker on board

He will take up the position at the beginning of March 2025

Boutique poaches Premier Miton European Opps manager

Russell Champion will join Goodhart Partners to launch a global small cap fund.

Asian Private Banking Heavyweight Joins CBH

She will also lead the Asia regional committee.

Amundi Announces the Appointment of Florian Neto as Head of Investment, Asia

In his new role, he will oversee Amundi’s investment activities across the region, excluding Japan.

Wealth boutique hires Richard Penny from Lansdowne Partners

The deal, which includes the transfer of three funds, marks the exit of another highly-regarded former Crux manager.

Investec W&I’s charities head to leave at end of 2024

Nicola Toyer, who ran the firm’s £3.3bn charity division, becomes the latest significant figure to exit.

Quilter Cheviot hires Colin Rowe as new head of advice

He will oversee Quilter Cheviot’s UK-based financial planning team and work closely with other executive committee members to support the firm’s multi-channel distribution strategy.

Jan Weissbrodt becomes Head of Financial Markets & Regulation at the SBVg

Jan Weissbrodt started his career as a tax advisor at Wedding & Partner Steuerberatungs- und Wirtschaftsprüfungsgesellschaft mbH in Frankfurt am Main before moving to Credit Suisse in 2010.

Barclays hires investment head for Swiss private bank

Mathias Gonzalez joins following stints at Pictet, JP Morgan, Goldman Sachs and Merrill Lynch.

Ortec Finance Announces Key Additions to Executive Team: New Chief Financial Officer and HR Director

These appointments reflect our commitment to building a world-class leadership team that will help propel Ortec Finance forward.

Wilmington Trust hires head of wealth management

Along with her new duties, Roberts will be joining the Enterprise Leadership Team (ELT) at M&T Bank, which determines the general course of the bank's operations.

Manulife Cuts 2.5% of Staff in Wealth and Asset Management Unit

The Toronto Star reported earlier that the firm is eliminating 225 jobs.

Franklin Templeton names new Global COO for Wealth Management

He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.

Ninety One hires from Muzinich for intermediary head

Andrea Ng joins as head of Southeast Asia adviser business, following John Cappetta's departure in September.

Franklin Templeton hires global COO for wealth alternatives

George Stephan’s responsibilities will include overseeing product innovation in alternative investments.

Endowus hires Hong Kong client advisory head from Nomura

The digital advisor is looking to beef up its advisory as well as digital capabilities in Hong Kong.

Northern Trust Asset Management Strengthens Wealth Client Group Team

Robert’s broad experience and industry networks are unique and we look forward to enriching our client relationships by leveraging his passion and expertise as we serve enterprise relationships and other strategic accounts

BNY Investments strengthens Swiss team with new Sales Manager

Moritz Natmessnig brings experience in both the intermediary and institutional sectors and will focus primarily on German-speaking intermediary clients in Switzerland and Austria.

Cazenove Capital appoints Wealth Planning Director in the North of England

Paul Andrew's appointment reinforces Cazenove Capital's commitment to delivering exceptional service to its rapidly expanding client base in the North of England.

Cazenove Capital announces further expansion of its Wealth Planning team

The new additions to the team signals Cazenove Capital's commitment to providing clients with best-in-class wealth planning services.

Executive Moves