Managers of Wealth

Liontrust veteran joins Evan-Cook’s new Downing funds

Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.

Peregrine Wealth announces internal promotion

In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.

Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts

Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors

Morgan Stanley Wealth Management boss Ian Chambers to retire

It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.

EFG International announces changes to Board of Directors and to leadership team

She will succeed Steven

Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO

The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.

Brooks Macdonald International promotes two

In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.

Credit Suisse Loses Key Executive Within Private Bank

The senior executive was promoted to head of financing and products across wealth management globally less than a year ago

Cyrill Moser becomes partner and head of provider management at ZWEI Wealth

At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.

M&G Wealth appoints former Sesame Bankhall boss as advice CEO

The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.

SJP appoints new director amid board shake-up

He joins from multinational insurance company Marsh & McLennan.

Lombard Odier Names Sucessor to Asia CIO

He will be replaced by Yankai Shao as head of investment solutions for Asia after relocating from Geneva, effective November 1.

Fidelity poaches Abrdn's sustainability boss for multi-asset expansion

Julie-Ann Ashcroft joins Fidelity International from Abrdn where she will work as a portfolio manager focused on building the firm's sustainability framework.

Aldermore announces appointments in Asset Finance team

Simon has previously held roles at Lombard, ING, BLME and ABN AMRO, where he notably was responsible for building and managing a UK lease and wholesale portfolio in excess of £1bn.

GoldenTree Asset Management Announces Kathy Sutherland as the Firm’s First Chief Executive Officer (CEO)

Sutherland will continue serving as a Partner and a member of the firm’s Executive Committee.

Deutsche Bank scoops up Julius Baer adviser for Geneva desk

Jeronimo Azcarraga joined the German group’s Latin America desk in Geneva, Switzerland, after more than three years with Julius Baer.

Chris Cummings elected Chair of the International Investment Funds Association

Chris was elected at the IIFA annual conference which is taking place this year in London from 24-26 October.

BNP Paribas: appointments at BNP Paribas Fortis

The Board of Directors of BNP Paribas Fortis has also decided to confer the title of Honorary Chairman to Herman Daems who is stepping down as Director.

Nikko AM Makes Appointments to Strengthen Strategic Management and Investment Management

Hiroshi Yoh to join as Chief Investment Officer

Colombo Wealth tackles next generation issues

Together with CIO Edoardo Barbieri , they will create a dynamic and modern culture within the investment team and implement a contemporary, hands-on approach to portfolio asset allocation.

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