Managers of Wealth

Roz Smith Named Chief Operating Officer of Broadridge International

In her role, Smith will focus on scaling and streamlining the Broadridge International business to drive transformational levels of operating efficiency and productivity.

Evelyn Partners Fund Solutions Ltd appointed ACD and Fund Administrator to Baker Steel Capital Managers LLP’s UK fund range

Following a comprehensive market review, the Baker Steel Gold and Precious Metals Fund and Baker Steel Electrum Fund will transfer to EPFL.

Stanbic Bank Appoints Head Of Personal And Private Banking

This appointment is effective 1 June 2024

Julius Baer bolsters its Global NRI team in Dubai with senior hires to support its growth ambitions

Global NRI (Non-Resident Indians) team expands with senior hires in Dubai from UBS and J.P. Morgan underscoring the growth ambitions for this important market

Liontrust boosts UK sales team with triple hire

The RLAM, Janus Henderson and Franklin Templeton recruits arrive half a year after Liontrust restructured its distribution team.

Leonteq managing director to join Globalance Bank as COO

Markus Bührer is to become COO at the bank, replacing Mario Contartese who is moving to boutique DCP Client Partner.

Amas shakes up board amid climate talks

Matthias Henny, Jean Keller and Jean-Pascal Porcherot have joined the association’s board of directors.

Canaccord Genuity hires investment director from Brewin

Roger Sedgwick joins the firm’s Birmingham office

Canaccord Genuity Group Inc., Announces Proposed Changes to Board of Directors

Current Director Jo-Anne O’Connor will not seek re-election.

Amundi hires head of UK institutional business development

Prior to Lazard, he spent over 10 years working with BlackRock’s largest and most complex institutional investors within its strategic client division.

Evelyn Partners continues expansion of Exeter office with addition of experienced financial planner

George has worked in the financial services industry for over 15 years

ING appoints Anneka Treon as global head of Private Banking, Wealth Management & Investments

Anneka will report to Pinar Abay, ING’s global head of Retail, Market Leaders and Challengers & Growth Markets, and member of the Management Board Banking.

Pictet AM Appoints Team Lead for Korea

Previously, he also worked at BlackRock, Korea Investment & Securities and LG Electronics.

Barclays Appoints Global Head of Equities Tactical Strategies

He will join the bank in June and will be based in New York

Private equity boutique recruits Swiss chief

Simon Lussi joined this June and is based in Zug.

SMBC hires JPM and Goldman vet to build family office book

Sumitomo Mitsui Banking Corporation has recruited an experienced banker to work across its corporate bank and private wealth divisions working with family office clients.

JPMAM taps Invesco and BlackRock for Germany sales and capital market roles

Simon Werkheiser and Nurul Nasir to join from Invesco and BlackRock, respectively

Tavistock executive chairman becomes non-exec

Last October Tavistock reported better trading after previously making a loss of nearly £1m.

Northern Trust Asset Management Names Head of Strategic Accounts, Intermediary

He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence, and driving revenue growth.

Former Pictet exec appointed wealth head at $3bn Swiss shop

Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.

Executive Moves