Managers of Wealth

Broadridge Appoints General Manager of Newly Created Institutional Governance Business

New investments in technology platforms offer unbiased and neutral solutions and increasing efficiency for the proxy ecosystem

Harper Macleod strengthens private client team with appointment of Carole McAlpine Scott

Her appointment enhances Harper Macleod’s ability to provide joined‑up, commercially focused advice for clients and their advisers.

Ocorian appoints Chief Financial Officer

She has extensive experience leading large global finance teams of more than 350 people, including shared service centres, and has a strong track record in governance and compliance.

WTW strengthens team with new wealth investment appointment

Sophia brings nearly a decade of experience across leading investment management firms in the UK Wealth market.

BNPP AM appoints deputy CEO

Isabelle’s appointment is a key factor in the success of our organization.

Ex-Lazard AM Swiss boss resurfaces in private markets role

Bertrand Levavasseur has returned to Oddo BHF, while his former employer has appointed Björn Bahlmann and Olivier Metayer as co-heads for Switzerland.

Standard Chartered Strengthens Greater China Team with Former EFG Banker Chen Siyun

Chen returns to the British lender after roles at EFG Bank, Bank of Singapore, and DBS Bank, bringing over a decade of expertise in wealth management.

JTC Appoints New Managing Director in Mauritius

In particular, he will oversee client service delivery and commercial performance, ensuring high standards, regulatory compliance and excellent client experience.

Quintet appoints Lars Kalbreier as Group Chief Investment Officer

Kalbreier is currently a Partner at Bainbridge, an advisory and investment banking platform, where he is responsible for strategic asset allocation across public and private markets.

Welcoming new voices to the Tribe

We’re excited to have them on board and look forward to the perspectives and energy they bring to the Tribe.

Geneva IAM names investment chief in reshuffle

Exclusive: independent asset manager makes two promotions after its previous chief investment officer left for Bank Syz.

Brooks Macdonald appoints Will Hobbs as Chief Investment Officer

Will brings extensive experience in global portfolios, equities, sector allocations, investment strategies and investment management for UHNW and HNW.

HSBC AM names next alternatives CEO

Succeeds the retiring Joanna Munro

Deutsche Bank hires from Goldman Sachs for Thailand team

The former Goldman Sachs banker, who speaks fluent Thai and English, has joined Deutsche Bank's Southeast Asia unit.

Investec appoints David Monks and strengthens leadership capacity in Jersey

David is a Jersey resident and brings more than 20 years of experience in lending.

Citi appoints two new co-chiefs for infrastructure financing division

Farina and ⁠Cascarino will report to DCM heads, John McAuley and Chris Munro, and ⁠closely collaborate with all capital markets groups across the bank.

Oakbridge Group announces senior promotions and restructuring

Oakbridge managing director Chris Bowden said: “These promotions and our recent new hires reflect the continued growth of our business and the increasing demand for high-quality corporate and fund services.

Renowned finance professor joins Fedafin board of directors

Fedafin, the Swiss rating agency headquartered in Widnau in the Rhine Valley, is strengthening its board of directors.

M&G appoints Andy Young as Director of Adviser Experience, Customer Experience and Digital

Andy will work closely with M&G’s technology, propositions and operations teams to ensure alignment between adviser and customer needs.

Citi Appoints Former Goldman Sachs Banker to Lead Healthcare Coverage in Australia and New Zealand

Citi highlighted its strong position in healthcare investment banking, noting its top global ranking for M&A advisory in the sector

Executive Moves