Managers of Wealth

Former Majedie global equities head to leave Liontrust

Tom Record has stepped away from his portfolio management responsibilities and will leave the UK-based asset manager at the end of the month.

SGKB senior client advisor to become Liechtenstein managing director at Vaduz IAM

Oliver Noggler spent more than 22 years at St Galler Kantonalbank.

FNZ overhauls management following raft of senior departures

FNZ’s head of platform delivery and CFO are among those leaving the tech giant in an overhaul of its leadership.

Zurich adviser names new head of investment advisory

Thomas Hirzel is Ameliora Wealth Management’s new senior portfolio manager and head of investment advisory.

Unconstrained bond PM exits UBP to take client-facing role at Pictet

Fund manager leaves after six years with the group.

French investment & wealth management boutique chief quits

Guillaume de Lamaze has left his role as president of Groupe Forward to be replaced by CFO Anthony Rivares.

Evelyn Partners strengthens Leeds investment management team with experienced appointment

She specialises in managing investments for private clients and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Fairway appoints new Director to Private Client team

Her private banking background means that she has a wealth of knowledge and experience in the corporate governance of structuring for high-risk and high-profile clients.

Financial Gravity Welcomes New Family Office Director Alan Scher

As the founder of Scher Group, Alan has over 30 years of tax and accounting experience.

BNP Paribas Nets Ex-CS Banker in Hong Kong

Based in Hong Kong, he will be involved with strategic equity collaboration with global banking and wealth management coverage teams in the region.

SEI Announces Wayne Withrow to Step Away

SEI will conduct a search internally and externally for Withrow’s replacement.

Guggenheim Investments Appoints Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management

He will continue to report to Anne Walsh, Chief Investment Officer for GPIM.

Alison Rose’s name axed from government report after Farage debanking scandal

Dame Alison was forced to step down from her role leading the annual review in July in the wake of the scandal over NatWest’s handling of Mr Farage’s account.

Macquarie Asset Management makes strategic hire to support growth of Private Credit business

He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.

Nathalie Bricker Appointed Deputy Chief Executive Officer of Natixis Investment Managers

In this context, she becomes a member of the Senior Management Committee of Groupe BPCE's global financial services, placed under the responsibility of Stéphanie Paix, Chief Executive Officer.

RBC Names Permanent Asia Wealth Head

He has been the interim regional head since August after replacing Terence Chow, who left after 18 years with the Canadian lender.

Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform

He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

J.P. Morgan Asset Management appoints a new member for Canada Advisor Business Jay Rana joins J.P. Morgan Asset Management in Canada

In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country

Quilter platform appoints Paul Canning as business development manager

The new role is part of a revamped and regionally focused business development team, led by Graham Folley, Quilter’s head of business development and discretionary sales.

The platform advantage: HL’s Steve Clayton on the seven-year itch, AI and regrettable stocks

HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.

Executive Moves