Managers of Wealth

Investec W&I portfolio head exits after nearly two decades

Jon Walker departs to pursue opportunities ‘outside of the industry’, leaving co-portfolio head Fraser Ford to oversee the integration with Rathbones.

M&G drops Liontrust UK strategy from MPS after manager upheaval

Manager and style change mean the strategy can no longer be a ‘core’ UK fund in M&G portfolios, says the wealth manager’s Shanti Kelemen.

Deutsche Bank starts cutting jobs at Numis after merger

It is understood that the cuts have impacted a number of senior brokers.

A-rated strategic bond manager exits Fidelity International

He joined Fidelity in 2006

UBS appoints Hong Kong asset management head

Chris Yiu also serves as head of client coverage wealth management and wholesale in China and Hong Kong.

National Bank finds new head for the media office internally

He will take up his post at the beginning of August 2024.

FERI further expands its advisory expertise for professional clients

In her new role, Heike Ahlgrimm is primarily responsible for the strategic development and expansion of the Investment Solutions division.

Evelyn Partners adds experienced business tax Partner to Cambridge office

Emma Queen will be based in Evelyn Partners’ Cambridge office

Kingswood CEO David Lawrence resigns with immediate effect

A process to appoint a permanent CEO will commence shortly

Cinerius Makes a Clean Sweep at the Top

The Zug-based financial group Cinerius is undergoing significant changes in its executive management.

Aston Martin Appoints Andy Cowell as New CEO

Cowell expressed his enthusiasm for joining Aston Martin, emphasizing his long-standing passion for F1 and his eagerness to work with the talented team at Aston Martin Aramco.

Ex-UBS Singapore market team head joins RBC WM

Daniel Soo takes on the role of market head at RBC WM, adding to the string of ex-Credit Suisse joiners at the Canadian private bank.

Pax Asset Management appoints new Head of Real Estate

He is currently a member of the board of directors of Central Real Estate Holding AG and Rhystadt AG, one of the largest transformation projects in Switzerland.

Coutts executive director steps down after 16 years

Riaz Mansha has stepped down after a three decade career in banking and private wealth.

Citizen Bolsters Wealth Management Recruiting

These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.

Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee

He takes over from Katie Errock ACSI who has been the president since 2022.

Edmond de Rothschild REIM appoints Benoit de la Boulaye as Investment Director for Europe

Benoit also joins the executive committee of Edmond de Rothschild Real Estate Investment Management.

Jose Minaya Joins BNY as Global Head of BNY Investments and Wealth

Mr. Minaya will join the company on September 3

S64 Names Australia, New Zealand Head

Before joining S64, Stovold held senior roles at Goldman Sachs, JBWere, UBS and Franklin Templeton.

Stonehage Fleming Announces Series Of Senior Global Promotions

These promotions follow recent appointments including Cora Binchy, Head of Fiduciary, who has been with Stonehage Fleming since 1987 and will oversee the fiduciary businesses in Jersey, Guernsey, Isle of Man, Switzerland, Monaco, Malta and Mauritius.

Executive Moves