Managers of Wealth

Affinity Private Wealth appoints new Associate Director

Her primary role will be managing key client relationships, whilst providing leadership and support to members of the trust team.

TISE starts anniversary year with appointments and promotions

"These appointments and promotions reflect the dedication they have shown to their personal development and the significant contribution each of them has made to the success of the organisation."

Citi Appoints Singapore Country Officer

In the role, he reports to Citi head of South Asia and ASEAN Amol Gupte.

Seven-Member Wealth Management Team Joins First Republic

Team Is Led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan Gallagher

GKB appoints investment chiefs

Gian Raffainer is the new head of the investment centre, while Daniel Lüchinger is the new chief investment officer.

FNZ appoints Group Chief People Officer to further strengthen its global leadership team

Renata Mrazova brings world-class business and people strategy expertise, that will support FNZ’s culture for growth and ambitions to open up wealth

Swiss Re appoints Group Chief Investment Officer

Velina Peneva is currently Co-Head Client Solutions & Analytics in Swiss Re's Asset Management.

Temenos announces change in leadership team for next phase of growth

The Board of Directors is considering both internal and external candidates and the position is expected to be filled at the latest by the end of 2023.

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

The team reports to Michael Armondo, Central Division Director.

Comings and Goings at the Alliance of Swiss Wealth Managers

Zug-based Tramondo Investment Partners is the investment arm of a multi-family office group founded over 40 years ago

Alexa Saunders appointed Head of Trusts and Private Wealth at Carey Olsen in Jersey

As the new Head of Trusts and Private Wealth, Alexa brings a depth of experience in advising on a broad range of both non-contentious and semi-contentious trust matters.

Stonehage Fleming appoints Carol Mote as Global Head of HR

She has also acted as a strategic adviser leading M&A transactions from a people perspective.

Former Jupiter EM manager joins Oldfield

Charles Sunnucks joins the value-focused boutique after leaving Jupiter in 2020.

Ex-GAM manager becomes sales manager in an investment boutique

The communication and marketing activities of the cooperation partner Alpora will also be integrated into the AMG funds, as can be seen from a statement on Friday.

ICapital preps tech hiring spree

The team is dedicated to providing cutting-edge technology

JPMAM makes series of portfolio manager changes

Effective 30 December

US asset manager Harding Loevner hires from Majedie as it eyes UK expansion

In his role, Clarke-Wilson will expand relationships with intermediaries in the UK and Ireland and help the firm evolve their investment areas.

Vestra Wealth founding partner departs

Christopher Verran had been with the firm since 2008, when UBS private banker David Scott founded its predecessor, Vestra Wealth.

Credit Suisse Elevates Thailand Private Banking Vet

Credit Suisse has appointed Edwin Tan as market group head Philippines, Thailand and Vietnam

Jersey's International Private Client and trusts team welcomes new members

They were recognised as the 'Best Legal Team' in the December 2022 WealthBriefing Channel Islands Awards, and are named in Tier 1 of the eprivateclient Top Offshore Law Firms.

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