Managers of Wealth

Impax announces new co-portfolio manager for Asia funds

He joins the sustainable investment specialist from Macquarie Asset Management as long-term successor for David Li, who died last year.

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Gregg and Jason are joined by Client Service Associate Saba Lak.

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

AssetCo CEO Campbell Fleming exits after ‘extremely demanding 20 months’

Fleming will not be replaced, as Martin Gilbert and Gary Marshall take on his responsibilities.

LGT Wealth India’s hiring continues

At LGT Wealth India, he will be primarily responsible for managing all fixed income investments and developing debt PMS strategies.

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

AA-rated long/short equity duo exit Liontrust

Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.

BS Snatches Three First Republic FAs from JPMorgan

The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.

Cazenove Capital announces new North West hire to support regional expansion

The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.

Lombard Odier Hires EAM Head in Asia

The Singapore office will act as a single point of access for Lombard Odier's global EAM partners and overall, the bank has eight dedicated EAM teams worldwide.

JP Morgan Private Bank’s Singapore and southeast Asia head to leave

James Wey will be succeeded by Paul Thompson, who currently heads the Hong Kong and the Philippines team.

Schroders Australia appoints new chief executive

Schroders explained the appointment is part of an important and future-focused evolution of the Australian business.

Acrevis appoints new branch manager in Pfäffikon

He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .

Barclays appoints new senior transaction banking hires

In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.

M&G Wealth’s MD David Montgomery to leave in August

M&G Wealth has confirmed Montgomery’s exit.

Charles Russell Speechlys strengthens its international credentials with the appointment of Vanessa Duff

As many of Vanessa’s clients are expatriates, her expertise lies in dealing with cases which have an international perspective, and she has a particular interest in cases involving Hong Kong-European jurisdictional disputes.

Eric Woodward brings curtain down on 50-year wealth career

Most recently head of investments for Carrington Investments, Eric Woodward is to retire after five decades in the financial industry.

JPMorgan Names Wealth Head for Southeast Asia

He will soon relocate to Singapore from Hong Kong for the role and report to Asia chief executive Kam Shing Kwang.

Former Lonsec CIO joins global asset manager

He also previously spent seven years working at ING Australia and at BT Investment Management

Executive Moves