Managers of Wealth

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

EFG opens new offices in Gstaad and St. Moritz and appoints local business heads

The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.

J.P. Morgan AM Appoints New Head of Switzerland

She replaces Claude Kurzo, who had already been promoted to a new function in London last year.

Arbuthnot hires veteran Adam & Co media and sports specialist

Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.

Close kicks off 2024 with two more senior Investec W&I hires

Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.

Lugano wealth manager hires ex-Vontobel quant as deputy CIO

Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.

Crestbridge Family Office Services welcomes 2024 with four promotions

Effective from 1 January 2024, these promotions recognise the achievements and contribution of these team members to the business.

TISE announces promotions and appointment to build on success

TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.

Reappointment of Executive Chairman cum CEO for Labuan IBFC Inc. Sdn Bhd

Subsequently, he joined Labuan FSA and was promoted to the position of Deputy Director General of Labuan FSA.

Alpha FMC Hires UK Wealth Management Consulting Team

He worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader.

JP Morgan AM expands European ETF sales team with triple hire

Appointments from Amundi, UBS Investment Bank and Susquehanna

IQ-EQ appoints Continental Europe Sales Director for Funds & Institutional Asset Owners

He was a Director at AFS Group and Managing Director at J.P. Morgan.

Quilter plc appoints Chris Hill as independent Non-executive Director

On appointment, Hill will also join the Board Audit Committee and Board Remuneration Committee.

Welcoming Richard Sayers

Richard started his career as a stockbroker and later moved into wealth management with two private banks before co-founding the investment oversight business, Enhance Group.

Goldman Sachs adds experienced director to Swiss wealth management board

Sinead Strain has joined the board of directors at Goldman Sachs Bank AG.

IAM names new CEO and CIO after sale to consolidator

Oliver Amstad has stepped down as CEO, a role he had held since co-founding the company in 2010.

Blackrock announces layoffs

BlackRock management announced layoffs in an internal memo.

LGT Wealth appoints 11 partners after Abrdn Capital deal

LGT Wealth Management has announced a raft of new partners, including four senior individuals who joined as part of its acquisition of Abrdn Capital.

NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm

Executive Moves