Managers of Wealth

Reshuffle in UBS ECM team, Dignam heads to family office

It’s a big jump for Dignam, who spent the past 12 years at UBS.

Welcoming Daniel Walsh as ZEDRA Governance Client Director

Daniel joins from Isio where he was Head of Fiduciary Management Research.

Burges Salmon appoints new Head of Private Wealth Sector

The firm has appointed Suzanna Harvey as the new Head of its Private Wealth Sector

Sanctuary Wealth Embarks on Next Stage of Growth with Appointment of Adam Malamed As Chief Executive Officer

He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.

JPMAM removes Lanctot from Global Macro fund

Schrenick Shah and Josh Berelowitz

Ex-UBS and Julius Baer Bankers Join Sound Capital

In recent months, the Zurich-based firm has been able to sign up various frontline staff as well as executives for its corporate center.

Value Partners appoints Sean CHANG as Co-Chief Investment Officers, Fixed Income

CHANG and IP will both be responsible for leading the fixed income team to create and manage high quality investment solutions for our clients.

Praxis rewards team development with annual promotions round

Other senior promotions include Craig Platt and Lucy Janes to Senior Trust Managers, and Francesca Moullin to Senior Manager, New Business in Guernsey.

LGT Wealth adds five partners to ranks

James Arumainayagam, Douglas Monro, Andrew Vacha, Hannah Modlock and Mick O’Mara have been promoted to become partners of the firm.

Credit Suisse Loses APAC Investment Banking Vice Chair

Since becoming the co-head of APAC IBCM in January 2018, Hung has been instrumental in leading the regional investment banking business.

Abrdn Hires Hong Kong Head of Wholesale Distribution

Previously, she also worked at Peak Capital as a director of business development.

Indosuez Adds Ex-J. Safra Sarasin, Fubon Bankers

Diana Hong and Elina Yan join Indosuez Wealth Management as executive directors for North Asia, according to a statement.

Family office Lennertz & Co expands management team

As Head of Fund Administration, Gaede will oversee the finance team, leading the administration of funds for Lennertz & Co’s alternative investment platform.

Quilter Foundation appoints Jennifer Piper as new manager

In her new role, Jennifer will be responsible for developing the Quilter Foundation’s strategy while continuing the ongoing work with its charitable partners and colleagues.

PIMFA appoint Andrew Shepherd and Helen O’Neill to its Board of Directors

Andrew brings more than 25 years’ experience of financial services to the PIMFA Board.

Mirabaud Appoints New Group Risk & Compliance Head

Hauri has over 20 years’ experience in risk management

PNC Private Bank Hawthorn's Institute for Family Success brings in new Leadership, added Expertise

She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.

CBRE IM Hires Ex-UBS Real Estate Specialist

Previously, she also spent over 10 years with Aberdeen in its indirect real estate team.

Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and the Caribbean

Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.

PIMFA delighted to welcome Paul Stockton and Stuart Dodson to its Board of Directors

He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.

Executive Moves