Managers of Wealth

Investec MD Tom Street exits

In Investec’s half-year results adjusted operating profit fell by 48.4% to £142.5m.

BNY Mellon Wealth Management Appoints Vincent Hayes as Head of Global Family Office

He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.

Green Climate Fund hires Kavita Sinha as deputy director, mitigation and adaption

Sinha joins after two years running the European Climate Fund's clean energy investment portfolio for Southeast Asia.

Rothschild & Co appoints Senior Adviser

Lord Sedwill retired from public office in September 2020, having served over 30 years in numerous UK and international positions under seven prime ministers

IQ-EQ appoints Head of Client Development in USA

This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.

Mirabaud appoints new partner

As investors in the company, limited partners hold management roles and help shape the development of the Group.

Keith Corbett Joins Bluebird Wealth Management as Vice President

Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.

Citi announces Usman Ahmed as new Citi Malaysia CEO

Usman will report directly to Amol Gupte, ASEAN head, Citi.

Geneva private market specialist Hermance Capital is expanding

Hermance pursues three strategies with private equity, private debt and private real estate.

Mark Sedwill to join investment bank Rothschild & Co

His departure followed months of tension within Downing Street over the government’s handling of the coronavirus pandemic and the future of the civil service.

Manchester family office taps UBS veteran as chief executive

Paddy Lewis will take over from incumbent CEO Ian Marsh who will become executive chairman of the board.

Snowden Lane opens new office with $500M ex-Merrill Lynch team

Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets

GAM appoints Global Head of Sustainable and Impact Investment

Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm.

HSBC Global AM expands Infrastructure Debt Investments team

Currently Director, Infrastructure Finance at HSBC Global Banking and Markets, Beoggi brings 20 years' experience in infrastructure finance, having worked in the sector in Paris, Singapore, and Hong Kong.

Independent wealth advisory firm appoints new CEO

The team has real dynamism, and an impressive flair for serving a diverse spectrum of clients and locations.

HSBC names CEO of Wealth and Personal Banking

He is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC Europe.

Holborn Appoints Group Chief Financial Officer

She is a highly experienced and senior finance professional who also provides vision and leadership for strategy, change and transformation

Cantonal bank appoints AM business unit head

The unit includes the investment office and the institutional and private portfolio management departments.

Private markets boutique hires ex-Syz client services head

She is based in Geneva and is in charge of developing the business among Swiss private clients and institutional investors.

Marie Seiler appointed Head Real Estate Portfolio Management for third-party asset management business of Swiss Life Asset Managers in Switzerland

She joins Swiss Life Asset Managers from PwC Switzerland, where she spent over 15 years working for the Real Estate Advisory Team in Zurich, Geneva and Basel.

Executive Moves