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Executive Moves

05/26/2023

Pacific Asset Management Appoints Global Head of Institutional Sales

She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.

05/26/2023

Toby Glover appointed CEO of Schroders Wealth US

Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.

05/26/2023

Schroders continues expansion of UK LDI team

Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.

05/26/2023

Barclays Switzerland appoints Lombard Odier veteran as chairman

Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.

05/26/2023

Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director

It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.

05/25/2023

Schroders Personal Wealth appoints Justin Blower as Regional Director

Prior to joining SPW, Justin held the role of Sales Director at M&G Wealth where he led the Platform Distribution Teams for over seven years.

05/25/2023

Weatherbys Banking Group names new chairman, NED and CEO

Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.

05/25/2023

Santander AM makes Pictet and APG hires for senior roles

The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.

05/25/2023

Lombard Odier hires veteran private banker from family office

Amit Ben Sira will be based in Zurich as market head for Israel.

05/25/2023

Partners Group announces amendments to the composition of its Executive Team

Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.

05/25/2023

Oberon Investments poaches Atomos 30 Under 30 star

Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.

05/25/2023

Barclays announces new leadership for Global Equities

Scott McDavid appointed Global Head of Equities, and Ronnie Wexler appointed Global Head of Equities Distribution.

05/25/2023

Ocorian appoints new Chief Information Officer

With a track record leading technology delivery for financial and professional services firms in London, Sydney and the Cayman Islands, Stuart is based in Jersey.

05/24/2023

Santander Private Bank hires Citi alts specialist in Miami

Rodolfo Bessa joined the firm this month after exiting Citi in April after five years

05/24/2023

Savvy Wealth Welcomes Vamsi Yadlapati to Board of Advisors

Wealth management M&A veteran to lend strategic insights, help guide growth strategy

05/24/2023

Ex-Sanlam Wealth MPS head joins digital asset manager

Former Sanlam Wealth (now Atomos) MPS head Barry Cowen is one of two key hires by digital investment firm Collidr.

05/24/2023

Goldman Sachs Asset Management Names Co-Head of Public Investing Group

Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.

05/24/2023

Zeno Staub intends to become more actively involved in Swiss politics

Zeno Staub will wait for one year before standing for election as an ordinary member of the Board of Directors of Vontobel at the General Meeting of Shareholders 2025

05/24/2023

Schroders Personal Wealth hires M&G Wealth sales director Justin Blower

Blower has joined SPW as regional director for the south and south Wales, Citywire Wealth Manager has learned.

05/24/2023

Evelyn Partners continues expansion of senior Transaction Services team by appointing fourth partner

Prior to that Ben was a partner at Eight Advisory where he built out and led the UK team.

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