Managers of Wealth

Acadian AM bolsers Asia push with hires from Lombard Odier, Dimensional and State Street

Acadian Asset Management has announced three new hires to its Singapore-based distribution and investment team in Asia.

Withers appoints 12 new partners in the US, UK and Singapore

Drawn from across our US, European and Asian practices, they reflect the strength of our talent pipeline, the quality of our legal expertise and the scale of our ambition for the future.'

Singapore's OCBC to hire 600 relationship managers, launches AI avatar app in wealth push

They will display investment portfolios, personalized market news, price data and OCBC Group insights linked to each customer’s holdings.

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

Former McKinsey Senior Partner and Co-Leader of the Global Banking Sector joins Performativ following the company’s $14 million Series A led by Deutsche Börse Group

Pictet Appoints New Wealth Management Leaders in Switzerland and France

The appointments took effect on July 1 and form part of the firm's long-term growth strategy in two of its key markets

Bellevue Asset Management arranges succession for the Bellevue Medtech & Services and Bellevue Digital Health strategies

The succession plan, developed over the long term, ensures continuity in portfolio management.

St. James’s Place hires former L&G manager Teschmacher

Former head of asset allocation reunites with CIO Justin Onuekwusi

Ocorian appoints Andy Bailey as Country Head for Guernsey

He will be responsible for leading Ocorian’s management team in Guernsey and managing regulatory relationships.

Rathbones promotes Investment Manager in the Channel Islands

Connor’s promotion to Investment Manager is very well deserved and reflects both his strong technical ability and the commitment he has shown since joining the business.

HSBC appoints Dimitri Anghelakis as Global Head of Trust and Fiduciary Services

Dimitri will relocate from London to Hong Kong.

Pictet Wealth Management appoints Kelvin Tay as CIO Asia

In this role, Kelvin will lead macroeconomic research across major Asian economies, develop comprehensive Asia-focused investment strategies contributing to the firm’s global asset allocation.

Citi appoints Michael Yannell as hedge funds chief as wealth management push continues

Michael Yannell rejoined Citi in 2019 as head of hedge fund research.

NatWest Group plc - Directorate Changes

She previously served as Chair of the Canadian Bankers Association and has held board positions with the U.S. Consumer Bankers Association, Payments Canada and Moneris Solutions Corporation.

Natixis Investment Managers Appoints New Head of Switzerland

In her new role, she will assume overall responsibility for the firm's operations in Geneva and Zurich and is tasked with further strengthening the French asset manager's position in the Swiss market

Greycourt Appoints Elliot Ivey as Chief Operating Officer to Support Firm Growth

The appointment supports Greycourt’s strategy of investing in scalable operational capabilities as it grows its advisory business and enhances client service.

Waystone Appoints Richard Larnder as Chief Financial Officer

Waystone’s UK-based customer service centre provides dedicated support for investors and financial advisors.

HP Wealth Management Poaches From UBS Again

Both move over from UBS in Singapore, where they held senior positions in wealth management, the independent wealth manager said on Wednesday.

Olivier Sarfaty to lead Pictet Wealth Management France

This appointment is part of the group's long-term development strategy in France, focused on large families and entrepreneurs, a market the Swiss firm views as strategic.

W1M's Tineke Frikkee announces retirement

The fund manager is retiring after nearly three decades in the profession.

Vontobel head of corporate responsibility steps down

After 11 years in this position, Christian Schilz will move to an advisory role.

Executive Moves