Managers of Wealth

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.

HSBC Holdings Plc Georges Elhedery appointed as Group Chief Executive

During his career he has worked in Asia, the Middle East and Europe.

London & Capital Private Investment Office appoints James Barrie as an Executive Director

James brings nearly a decade of experience working with Ultra High Net Worth (UHNW) individuals and families.

Another Evelyn director heads for LGT Wealth

Rory Whitmore will leave Evelyn’s Birmingham office in October, after nearly a decade at the firm.

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

LGT Wealth Management appoints three new members

Amdani joins the firm as a wealth manager with 14 years of financial services experience.

Crestbridge Family Office Services makes summer promotions

Niki is promoted to Senior Manager.

Julius Baer replaces retiring fixed income research head Allenspach

Zurich-based Dario Messi moves into senior role.

Alpha Quest Appoints Shankar Jha as Managing Director, Group Head.

He will manage investments for wealthy and sophisticated families and work on growing the firm's franchise.

Nedbank Private Wealth appoints new Executive Head of Wealth Management, Simon Gibbons

Simon will report to Stuart Cummins, CEO of Nedbank Private Wealth.

Generational Shift at Liechtenstein Wealth Manager

The Liechtenstein-based asset manager announced on Tuesday

Dr. Silvio Hutterli elected to the Board of Directors of Bank Cler

He will also take over the chairmanship of the Audit Committee.

Amundi appoints head of developed markets strategy

Prior to that, he was head of credit & emerging market research and head of Asia.

Peter Sleep and David Kerr join family office Callanish Capital

Sleep joins the firm’s London office while Kerr will be based in Glasgow

BOS Hires Half Dozen Bankers in Dubai

They include James Bowen, James Gilmour, Bianca Yau, Sanjeev Singh, Chirag Sheth and Rachna Oswal.

Lombard Odier's Singapore Vice Chair Retires

In 2012, he was appointed vice chairman of the board of directors in Lombard Odier Singapore.

Siam Commercial Bank names new wealth management head

He is tasked with driving SCB’s goal to be the #1 digital bank in WM.

Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland

Charlotte has also held senior roles at HSBC Private Bank and Investec.

Rathbones hires investment director from Evelyn

Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.

Invesco announces four promotions in the UK team

Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.

Executive Moves