Managers of Wealth

Investec names ESG lead for alternative investments

Alicia Forry promoted

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

The move does not appear to reflect a change in recruiting strategy at Merrill

Sedulo Wealth recruits Leeds financial adviser

Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.

Mirova appoints Head of DFI

He will contribute to the development of Mirova with public and philanthropic investors

UBS also promotes Credit Suisse bankers to the top squad

Compared to last year, slightly more women advanced to the top positions, with 30 percent of those appointed.

Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit

Street Talk understands Shaws has signed on three more MSWM advisers.

Barings builds out local team

Baird joins from Income Asset Management Group, where he led its asset management business.

Evelyn Partners strengthens East Anglia team with experienced investment manager appointment

Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.

TKB’s international private banking chief vacates role

The bank has been looking for somebody to replace Andreas Scherf in the role after he moved to a senior business development position within the company.

Lombard Odier Investment Managers names head of France

She replaces Frédéric Cruzel, who has retired after 12 years at the firm.

Unlimited liability partner steps down from Zurich private bank after accident

André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.

Quilter Investors adds to manager research team with new alternatives role

The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.

Zurich private bank Rahn+Bodmer has to say goodbye to partners

He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.

Wealth manager appoints COO

He has over 20 years’ experience across operations, technology and change.

Insignia Financial: Appointment of Scott Hartley as CEO

Scott will commence in his role as CEO on 1 March 2024 and will join the company from 26 February 2024.

BlackRock appoints Aussie head, builds out NZ business

This comes as the global fund manager prepares to open a New Zealand office.

David Key Named Houston Market Leader for PNC Private Bank

With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.

Former Odey Wealth investment director resurfaces at Waverton

At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.

NatWest poaches UBS executive to replace ousted Coutts chief

Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.

Berner Kantonalbank brings Olympic champions on board

This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.

Executive Moves