Managers of Wealth

Crédit Agricole CIB Appoints Giliane Coeurderoy Senior Country Officer for Brazil

Brazil is a key market for many of our business lines active in Latin America

Fidelity’s Nickson joins Brown Advisory in senior sale role

Will help continue the growth of its $23bn international business

Zurich wealth manager CEO becomes director at wealth-tech platform

Sener Arslan leaves Taurus Wealth to become the new Swiss director at QPLIX.

Former UBS fund selector takes senior Swiss sales role at Janus Henderson

Philip Neuschäfer has moved to Janus Henderson in Zurich.

LLB group CEO is named vice chairman of Liechtenstein Banking Association

LLB group CEO, Gabriel Brenna, has been appointed as vice-chair of LBV as part of a rotation in which the positions of vice chairman and overall board of directors were renewed.

Close hires yet another Investec W&I investment manager

Francesca Bartholdi has joined the firm’s London Mayfair offer following almost a decade at Investec Wealth.

Former StanChart PB team head resurfaces at UBP

The Singapore-based banker, who previously worked as a team head at StanChart, has now joined the growing ranks at UBP.

Bank of Singapore appoints compliance head for Dubai branch

The bank has hired LGT Private Bank's chief risk and compliance officer Jibu George for the role.

Amundi hires ex-SSGA value chief to lead equity investment platform

French group seeks to strengthen equity offering, which includes Vafa Ahmadi being assigned to oversee its

Ocorian appoints Chief Commercial Officer to drive growth

Based in Dublin, he will lead the business development and marketing teams at Ocorian as the group continues to invest in further strengthening its senior leadership and go to market strategy.

Ocorian promotes two new directors in Guernsey Private Client team

Marie and Rachel’s focus on clients, relationships and the upskilling of colleagues are management qualities that will contribute to Ocorian’s continued growth and success in 2024.

Investec W&I loses 30-year veteran in double Guildford exit

Senior investment director Justin Yeldham and financial planner Shazna Bishop have both left the office.

Two ex-Credit Suisse Greater China team leaders resurface at BoS and DBS

The pair were among a string of Hong Kong-based bankers that left during the UBS integration last December.

James Hambro & Partners expands the Partnership as assets grow to £6.2Bn

Gareth Jenkins brings over two decades of experience in financial planning, specialising in crafting personalised strategies to help clients achieve their long-term financial goals.

SJP hires Cazenove’s Corinne Lord for new CIO office

The new CIO office aims to increase the transparency of St James’s Place’s investment voice.

Markus Heer proposed as the new board of directors of Glarner Kantonalbank

The Board of Directors of Glarner Kantonalbank supports the canton's application and will propose the election of Government Councilor Markus Heer to the ordinary general meeting on April 26, 2024.

BCGE nabs new head of institutional investors from LOIM

Nicole Crettenand leaves Lombard Odier Investment Managers to become the head of institutional clients at Banque Cantonale de Genève.

Stonehage Fleming appoints Trustee Director in Jersey Family office

Chris has 25 years’ experience in trust and company administration

New stockbroker appointed at Canaccord Genuity Wealth Management

Conor Bell will report to Steve Sharples, Head of Stockbroking in the Isle of Man.

Lombard Odier's Asia private client chief resigns

The private banking veteran is leaving the bank after over a year in the role.

Executive Moves