Managers of Wealth

Three senior execs leave Swiss private bank Rothschild

Four heads at the Swiss private bank have exited amid further departures over recent months.

Northern Trust Appoints Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

BIL Suisse Appoints Market Head for APAC

She subsequently transitioned from HSBC Beijing as a Team Head Personal Finance to Bank of China International in Private Wealth Management in Hong Kong.

Evelyn Partners continues North West expansion with financial planner appointment

Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.

Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group

This appointment marks a milestone in the Group’s growth and strategic direction

Swiss financial advisor sets the course for new growth

Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.

Kreditarbank Lenzburg AG announces the successor to CEO

He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.

Julius Baer names new group head of South-east Asia

He reports to Yee Chin Lit, market head for South-east Asia.

Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser

Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles

Quilter appoints Kirsty Anderson to further strengthen technical support for advisers

Prior to that she was a business development manager at Royal London having previously worked for Standard Life.

Wealth manager Brown Shipley strengthens Leeds office to support strategic growth

A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.

Fidelity International appoints equity chief as it splits CIO role

Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.

GAM Appoints Head of Distribution for Japan

In his role, he is responsible for servicing of wholesale and institutional clients in Japan.

Janus Henderson poaches UK distribution head from Ninety One

He joins from Ninety One

EFG announces the nomination of Richard Metcalf as Chair of the UK Board

He will succeed John Reed, who is retiring after nine years in this role.

Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul

Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.

SNB Chairman Thomas Jordan to step down at end of September 2024

They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.

Schroders: Directorate Change

Iain has been a member of the Audit and Risk Committee since 1 January 2024

Fidelity International appoints Keith Metters as president of business

Will replace CEO Anne Richards, who will return as vice chair

Former Investment Trends CEO joins Netwealth

As well as her non-executive role, she will join Netwealth’s audit and investment committees.

Executive Moves