Managers of Wealth

JP Morgan AM adds in private bank distribution

US bank also adds Southeast Asia head in private bank.

First Republic Appoints Rick Osterloh to Board of Directors

Osterloh has led Google's global Devices & Services product area since 2016.

Wells Fargo Hires JPMorgan Duo With $580M in Assets

They generated annual revenue of more than $7 million at J.P. Morgan.

Macquarie Asset Management appoints private credit and asset finance head

Macquarie Asset Management also invests in movable transportation assets via its $US1.7 billion asset finance business, leasing aircraft, rotorcraft, and rail assets.

Macquarie makes senior appointment in Italy

Macquarie Group has been active in Italy since 2003 across the utilities, renewable energy, transport, and real estate sectors.

Deutsche Bank’s Chief Investment Office appoints CIO EMEA, completing global CIO team

New Chief Investment Officer EMEA, Zeynep Ozturk-Unlu, joins from Citi

Edelweiss Wealth Management appoints Head of Marketing

Rachh has nearly two decades of experience in the communication industry

HSBC completes $57bn alts arm's senior management line-up

The group has appointed Victoria Sharpe as head of real assets and Scott McClurg as head of private credit.

Lennertz and Co. with three new executives

At Lennertz & Co. Katharina Dittmer will take over compliance.

Silex hires its first chief economist

Stéphanie de Torquat previously worked at Lombard Odier and Goldman Sachs.

Generali Investments hires Swiss sales head

The new hires to the sales team will continue to build up and expand sales activities, especially with private banks and institutional investors.

Stonehage Fleming Announces Appointment Of Group Head Of Financial Services

In this newly created role, Stefan will be responsible for managing and developing Stonehage Fleming’s financial services offering.

Credit Suisse Hit With Senior Hong Kong Banker Resignations

Another managing director Jeff Tsang who heads the team in Hong Kong has also indicated he plans to leave Credit Suisse, but it was uncertain if the resignation was accepted

Schroders names head of private wealth

Prior to Centennial, she spent 14 years at Australian Unity Wealth, most recently as national head of private markets.

Lombard Odier appointed new Managing Director in Spain

This appointment underlines Lombard Odier’s strong commitment to continuity and growth in the Spanish market.

Zurich bank hires crypto rival's institutional clients head

Laugs will help to develop new business segments and grow the bank’s presence.

Brooks Macdonald appoints Liontrust manager to new distribution role

“I am excited to welcome Sarah to the group and, in this new role, she will be vital to helping us deliver our growth strategy. I believe she will make a huge contribution to Brooks Macdonald.”

Evelyn Partners continues expansion of Newcastle office with addition of Scholes & Brown team

The team joins Evelyn Partners through its succession programme which was launched last year to give financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management propositi

GAM assigns co-PM to departing Japan equities veteran’s funds

Lukas Knüppel steps onto two strategies previously overseen by Reiko Mito following her move to a senior role at Martin Currie.

Harry Nimmo retires from Abrdn after almost four decades

One of the UK’s most celebrated small-cap fund managers is retiring from Abrdn after 38 years with the company.

Executive Moves