Managers of Wealth

Fisch Asset Management appoints new Co-Head Convertible Bonds

Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.

Experienced private banker quits Lombard Odier for Cité Gestion

Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.

Edinburgh and New York CEOs Andrew Ward and Charles Ferraz join the Group of Boutique Asset Managers.

Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.

Platinum appoints new CEO

In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.

Sarasin & Partners expands MPS and private markets teams

Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.

Mirabaud appoints UK portfolio management head

Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.

Credit Suisse banker takes investment MD post at boutique

Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.

Property boutique Helvetica’s CEO to step down after 17 years

Hans Holdener will take on a business development role after the handover.

New Head of Compliance role at Praxis Malta

She holds the International Compliance Association diploma in Anti Money Laundering, specialist-level certification from the Association of Certified Anti Money Laundering Specialists

IQ-EQ names new Chief Commercial Officer for the Americas

David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth

Maybank appoints wealth management head Alvin Lee as Singapore CEO

As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.

Itumeleng Merafe takes reins at Investec Private Bank

Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.

Indosuez hires global head of external asset management

He holds master's degrees in finance and business law and tax from the University of Bordeaux.

Atomos London head reunites with former colleagues at Oberon

Stuart McCann will be joining Top 30 Under 30 star Harry Finster and former Atomos CIO Phil Smeaton at Oberon Investments.

Fidelity hires infrastructure equity and debt heads in private asset push

Schroder’s Chantale Pelletier and Ares’s Emma Haight join as Fidelity steps up its private assets push.

BOS Hires Former BNP Paribas Banker in Dubai

Prior to that, he spent 14 years in Citibank’s London and Singapore offices serving in various capital markets, advisory and product management roles.

Partners Group announces updates to its Executive Team

He will remain a Global Investment Committee member and Co-Head of Investments, with overall responsibility for the firm's Private Infrastructure, Private Real Estate, and Private Debt businesses.

7IM appoints new private client and London heads

Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.

Claire Mann joins Hampden & Co as Head of Client Proposition

She will report to Andrew Bell, Chief Commercial Officer at the bank.

CISI appoints Chris Clark and Sushil Saluja as new members of the Board

The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.

Executive Moves