Managers of Wealth

IQ-EQ announces Guernsey promotions

11 internal promotions in its Guernsey business

Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive Board

He is a 34-year banking veteran, bringing extensive experience in risk management and in-depth knowledge of the financial services industry.

AdvisorEngine Hires Chief Information Officer

Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale

BNY Mellon Wealth Management Names A National Director of Portfolio Management

He is based in Boston.

Natixis Investment Managers announce senior appointments

Joseph Pinto and Christophe Lanne will both continue to report to Tim Ryan, member of Natixis’ senior management committee and global CEO of Asset and Wealth Management within Groupe BPCE’s Global Financial Services division.

AHR Private Clients bolsters senior team

The development of the senior management team will also position the business favourably in its ambitions to expand to a team of 50 advisers managing circa £2bn AUM, within three years of launch.

Blackstone Hires Head of Blackstone Innovations Investments

BXI Investments invests in early-stage companies that are well-positioned to benefit from a deeper relationship with Blackstone's many businesses, portfolio companies and extensive global network.

Brown Wealth Management Hires New Director of Wealth

Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role

Knight Frank Appoints Head of Global Capital Stategies

She has been promoted from her previous role of director of APAC capital markets and continues to report to Neil Brookes, who was recently appointed to lead global capital markets, also based in Singapore.

Kingswood Chairman and CFO Both to Leave

The London-listed company said that Jon Millam has been appointed as the new CFO, effective from Aug. 1.

DBS names group head of global transactions services

Bank continues efforts to develop leadership from within

Tilney taps family office for two hires

In her new role, Harper will work with investment managers on more complex mandates including those reporting in currencies other than sterling.

HSBC Names Veteran to Investment Role

The British bank's private bank in Switzerland advanced one of its own as investment chief.

Blackstone appoints Global Head of Infrastructure Portfolio Operations and Asset Management

He will partner with portfolio company CEOs to drive key value creation initiatives throughout our infrastructure companies.

Lazard Asset Management appoints Head of Sustainable Private Infrastructure

Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.

Moore Kingston Smith announces latest director promotion

David joined Moore Kingston Smith Financial Advisors from a London based practice where he was head of the wealth management team, overseeing over £100m of client assets.

Janus Henderson appoints Global Chief Operating Officer

As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.

BNP Paribas Nets Ex-Credit Suisse NRI Banker

Chauhan was most recently working for Credit Suisse where he was also an NRI banker that reportedly began coverage of the Sri Lanka market in 2018 with a team of relationship managers.

Indosuez Wealth Management announces four new senior appointments in Asia

They have extensive expertise in the areas of credit and risk management in banking

Close Brothers boosts board

On joining the board, Patricia will become a member of the board's Risk and Audit Committees.

Executive Moves