Managers of Wealth

He will take up his new role on January 1, 2025.

The firm writes that in this new role, Tobin will report to Aleksandar Ivanovic, President of Asset Management

Daniel Augsburger, who served at VP Bank for eight years, will take over as head of sales at 1741 Group in January.

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

She was a director at AllianceBernstein, in the private wealth management group.

He will continue to report to Alexia Giugni, Head of Coverage, EMEA ex Germany and Austria.

The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.

Harry Sevier will launch Lulworth Investment Management at the end of the year.

After spending her entire career at the bank in various divisions, the business head is leaving Kotak Private Banking.

The team spirit plays a major role for the new CEO of real estate investment manager Helvetica .

Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.

Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.

He is set to be replaced by Hestie Reinecke, who joined the business in October.

The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.

Hughes formerly with Neptune Investment Management and Gresham House

Sascha Specketer will head distribution for the DACH region.