Managers of Wealth

Quilter Investors appoints Sophie Outhwaite as senior manager research analyst

Sophie Outhwaite brings with her 16 years of industry experience.

Boutique names Geneva boss and CIO

DCP Client Partner has appointed Victor Amores as CEO of its Geneva office and Marc Currat as chief investment officer.

GAM expands its sales team in Australia – and mobilizes an infantryman

It has appointed Malcolm Kazal as Business Development Manager.

Ex-CSAM EMEA boss takes senior role at British giant

Jo McCaffrey has also worked at PineBridge Investments and State Street Global Advisors.

HLB appoints Jeffrey Yap as head of regional wealth management

In a statement, HLB said the appointment underscored the bank’s commitment to strengthening its wealth management capabilities and expanding its presence in the region.

Mercedes Abramo leaves Cartier after 15 year tenure

“Holding the role of CEO for North America was a dream come true,” says Abramo as she leaves Cartier

Former BNP Paribas WM banker joins Nomura with team

The former senior banker has joined the Japanese private bank with her team at the start of the year.

Allfunds Appoints Sebastian Henrichs as Senior Advisor to Drive Growth in Germany and Austria

Sebastian Henrichs will play a pivotal role in delivering against these goals, strengthening the company’s positioning and accelerating its growth in Germany.

Coutts private client boss exits

Camilla Stowell leaves the private bank after 17 years.

Ex-EFG Banker Joins Azimut in Senior Role

Ashis Sengupta has taken on the role of senior wealth advisor at Azimut, as noted in a recent update.

Citigroup Appoints New Head of Market Sales for China

His role involves unifying the bank’s sales strategy across various market products, marking the first time Citigroup has combined its offshore and onshore teams under a single leadership structure.

Global wealth managemement group GSB hires COO

Ex-Fry Group and Sanlam man joins GSB in London as growth continues at pace

Assenagon Asset Management names MD for Swiss unit

Matthias Kunze moves to the German group’s Swiss subsidiary management team.

Amina Bank names investment solutions boss in reshuffle

The digital assets bank has also appointed a new chief risk officer and a new head of its GCC unit.

Whitmill Welcomes Daniel Channing as Group Head of Private Client Services

Daniel joins Whitmill from an international fiduciary services business where he was an Executive Director.

Brown Shipley appoints Kate Richardson as London-based Client Advisor

She brings extensive experience in managing high-net-worth clients and has a successful track record of client acquisition, long-term relationship management and strong intermediary networks.

Kestra Financial Promotes John Amore to President of Leading Wealth Management Platform

Current president Stephen Langlois set to retire at year-end

Julian Wren joins as new Banking Director

At Hampden & Co, he will provide commercial and personal clients with a bespoke service including day-to-day banking, deposits and a range of tailored borrowing.

Yap resurfaces at Hong Leong Bank

Jeffrey Yap was most recently head of investments and wealth solutions for southeast Asia at HSBC Global Private Banking and Wealth.

T. Rowe Price Adds Senior Distribution Duo

T. Rowe Price has appointed Juliette Lim as head of insurance solutions, Asia ex-Japan

Executive Moves