Managers of Wealth

Quintet appoints Joséphine Vérine to Board of Directors

She currently serves as Senior Vice President, Clienteling & Lifestyle & Hospitality, at Louis Vuitton, where she leads the development of a global portfolio while contributing to the brand’s long-term growth strategy.

Deutsche Bank Hires Citi Veteran for Southeast Asia

Jennifer Tay will join the bank on August 3 and report to Johanes Oeni, Head of Southeast Asia for Deutsche Bank’s Private Bank

Sarasin & Partners appoints new Partners from Charities and Private Clients teams

Tom Lindsey, who joined Sarasin & Partners in 2017, manages multi-asset portfolios on behalf of charities, endowments and not-for-profit institutions, drawing on more than 15 years of investment experience across multi-asset and absolute return portfo

Oberon Investments Group PLC: Directorate Change

He is currently an Adviser to Rothschild & Co. and a Non-Executive Director of Covéa Insurance UK, where he chairs the Remuneration Committee and Investment Committee and sits on the Audit and Risk Committee.

Family Office Partners Expands into Houston with Addition of Patrick Keller and Andrew C. Keller

The expansion strengthens Family Office Partners’ integrated family office model in a key growth market for entrepreneurial and ultra-high-net-worth families.

Bank of Singapore expands CIO advisory council with PIMCO and KKR picks

The council is now composed of 11 members.

Schroders WM strengthens leadership in Asia

Peter Flavel is named as chair and independent non-executive director of the board of Schroder & Co (Asia).

Appointment and promotions for Titan Wealth’s investment team

Richard joins the team in Guernsey but will work across the Channel Islands.

My Investment Path Strengthens Its Wealth Management Team with a New Hire

The Miami-based RIA expects Tomás Ulloa to play a key role in expanding the company's business in Latin America

Lighthouse Canton Hires Wealth Veteran for Southeast Asia Push

Lighthouse Canton has appointed Angela Saik as Managing Director of Wealth Management in Singapore as the investment firm steps up its expansion across Southeast Asia.

Columbia Threadneedle appoints Borthwick as head of UK Wealth Solutions

The newly created role reflects the firm’s strategic focus on an evolving UK wealth market

Citi hires two senior advisors from Banco do Brasil for Miami team

The firm has added Vanessa Keller and Rodrigo Noschese, two veteran advisors with extensive experience serving international clients.

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Alongside the new role for Gian Reto Naegeli, Vontobel Swiss Financial Advisors has consolidated Americas coverage and opened in Los Angeles.

Schroders Wealth Management and Cazenove Capital build global leadership team for the next generation of wealth management

Appointments reinforce the firm's client-led strategy, deepen specialist expertise and demonstrate the strength of its leadership and succession planning to further support growth ambitions.

Executive Moves