Managers of Wealth

Rathbone Greenbank co-founder to retire

John David, who co-founded the firm 20 years ago, will be replaced by David Cox as head of business.

Indosuez Wealth Management strengthens its team in Valencia with the appointment of Luis Vila as a senior wealth manager

Vila will report to David Nogués and Begoña Cebrián, respectively Director and Deputy Director of Levant Region at Indosuez Wealth Management.

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

ServisFirst Bank Huntsville welcomes newest Senior Vice President and Private Banking Officer

Lisa Bryan steps into her role at ServisFirst Bank Huntsville with over 30 years of experience in the financial industry.

Standard Chartered appoints Monica Malone as Head of Banks & Broker Dealers, Americas

Appointment is latest hire as Corporate and Investment Bank (CIB) grows financial institutional business

Geneva boutique replaces chair Jean-Sylvain Perrig amid new strategy push

AtonRâ Partners has made a medical professor chair as it shifts away from a strategy focused on actively managed certificates.

ZKB names regional private banking head

Vanessa Seidmann first joined Zürcher Kantonalbank as an apprentice in 2003.

Bordier UK: Jamie MacLeod to pursue alternative career

The firm is part of the Swiss private bank Bordier & Cie and became Bordier UK in 2014.

Liontrust Asset Management Appointment of new Chair

Liontrust announces that Luke Savage will be appointed as Non-executive Director and Chair of the Company with effect from 20 September 2024.

There is a major reshuffle at LVMH

Frédéric Arnault , CEO of the LVMH Watch Division, is launching a major restructuring

Managing Director and Head of Channel Islands at RBC Wealth Management announces retirement

Since joining RBC in 2014, Ann Marie held a variety of senior roles in sales and relationship management, banking and custody to support clients’ needs and goals.

Saltus appoints Head of Relationship Management to Partnership Programme

Nick joins Saltus from YOU Asset Management and has previously held business development positions at Capital Asset Management and 7IM.

Zuger KB names equity, fixed income and multi-asset chiefs

Alexander Hunziker and Marcel Ok have assumed new positions following the restructuring of the cantonal bank’s investment office.

Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey

Ricardo Pereira has a background in private banking and is excited to be joining the Canaccord team.

Nucleus appoints platform directors to support new platform launch

Both will report to Nucleus Chief Operating Officer (COO), Steve Knight.

Praxis appoints former Digital Greenhouse lead to strategic project role

Lucy holds a master’s in Education and a postgraduate degree in Innovation and Entrepreneurship.

Indosuez bolsters GCC presence with hires and unique asset management services

Two senior hires boost Indosuez WM UAE private banking division, while the DIFC welcomes new External Asset Management services.

Singapore EAM Nets Former Deutsche Bank MD

Raintree is a Singapore-based external asset manager.

Abrdn’s head of absolute return departs after 18 years

Scott Smith, formerly a portfolio manager on Gars, has left the FTSE 250 asset manager.

EdenTree poaches Rathbones analyst for European fund

Lauren Smith will join the £743m Responsible & Sustainable European Equity team, after a stint at Rathbones covering global equities.

Executive Moves