Managers of Wealth

Marcuard Heritage expands expertise in the top customer segment

The company also offers fiduciary services with the asset manager Swisspartners.

St. Galler Kantonalbank is expanding in Germany

In the Frankfurt office, Krause will work as a consultant and Lorenz as a securities specialist.

Top 100 star joins AJ Bell as research head as Ryan Hughes steps up

Alena Kosava joins two months after her exit from Ascot Lloyd DFM Avellemy, replacing current research boss Ryan Hughes who has been promoted to head of investment partnerships.

Evelyn Partners bolsters London office with Investment Director appointment

Oliver joins Evelyn Partners after spending five years at Quartet Investment Managers where he was an Investment Director.

GAM appoints Head of Nordics, Distribution

He will be responsible for GAM’s distribution strategy in the Nordics and will lead business development, client service and engagement with consultants in the region.

Alexis Mignonac has joined Edmond de Rothschild REIM as Investment Director for France Title

He will be responsible for overseeing acquisitions of all property asset classes in France, including offices, logistics and residential.

Edmond de Rothschild hires two Paris-based fund managers

Alexis Bossard and Guillaume Laconi will work on the firm’s climate change and French equity funds, respectively.

HSBC appoints Head of Investments and Wealth Solutions

He joined HSBC 14 years ago, and for the past 11 years has held roles as an International Manager in the UK, US and Hong Kong.

HSBC Appoints Lloyd Plenty to US Chief Risk Officer

Lloyd joins from BNP Paribas, where he served as Americas Chief Risk Officer for the Corporate & Institutional Bank and Asset Management, covering all financial and non-financial risk

HSBC Asset Management’s Responsible Investing Head Resigns

He has resigned from his role as HSBC Asset Management’s global head of responsible investing

Evelyn Partners appoints experienced audit professional to help drive continued growth in Birmingham office

Ben’s appointment comes on the back of Evelyn Partners’ Birmingham teams recently moving into new offices at the city’s landmark 103 Colmore Row.

Northern Trust Appoints Managing Director of Upper Florida Keys

He has more than 25 years of experience in wealth management, banking, corporate and private risk management.

Pictet Nabs Deutsche Bank Veteran

In a previous interview with the outlet, Pictet partner Renaud de Planta said that the bank intended to hire 300 additional employees during the year, specifically for Pictet's hubs in Asia, London and Frankfurt.

Itaú appoints head of Itaú USA and private international

Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.

BNY Mellon appoints new chief financial officer

McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.

Ashley Alder appointed as Chair of the Financial Conduct Authority

HM Treasury has today (Friday 8 July) announced the appointment of Ashley Alder as Chair of the Financial Conduct Authority (FCA).

Investec W&I bond research analyst leaves to set up own business

After seven years at the wealth manager, Esther Gilbert has decided to open her own consultancy business.

J Safra Sarasin moves core equities head to sustainable research team

Florian Esterer stepped backed from investment strategies on 1 July and will aim to enhance the ESG integration of the firm.

Change in the Executive Board of SIX

Marco Menotti has decided to leave SIX at the end of July 2022 and devote himself to his own projects.

Ex-Charles Derby CEO steps down as Quilter advice chair

Chris Fautley, chair of Quilter’s financial advice business, has left the business.

Executive Moves