Managers of Wealth

Close Brothers AM restructures senior investment leadership

Creates five new top roles

Investec strengthens Birmingham office

Investment director Kirsty Cartwright joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham

Davies adds award-winning wealth experts to Jersey leadership team

This expansion of the leadership team also increases the range services Davies offers to the Jersey market

RBC Brewin Dolphin names fund research head

Shakhista Mukhamedova takes up the role next year, while Michael Paul will move to an investment management position

Unigestion portfolio management head to depart

Prior to joining Unigestion, he was head of systematic equities at Lombard Odier.

Cambridge Hires Former LPL Exec to Boost Acquisitions

Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.

HSBC AM Names Southeast Asia Chief

Based in Singapore, he will report to HSBC Asset Management CEO APAC and Hong Kong Daisy Ho as well as HSBC head of wealth and personal banking Singapore Ashmita Acharya.

Nuveen appoints head of nature based solutions

Nick brings over 15 years’ experience in leading investment and technical advisory services across forestry, agriculture and climate finance.

Jason Birnbaum appointed President of the Private Bank at Flagstar Bank, N.A.

Eric Howell to transition to a Non-Executive Advisory Role

Investec Switzerland names head of HNW banking

Sonia Santos first joined the company at the start of this year.

RBC Wealth Management promotes two RBC veterans to leadership roles

Courtney Duphorne will lead the Texas North Complex and Bill Boehm will lead the Minneapolis Complex

Bergos appoints new chief economist from Berenberg

Newly-created position entails analysis of long-term economic trends and a key role on the investment committee.

Sarasin & Partners names six new partners

Two in the charities team and four working with private clients

Barclays Private Bank hires Deutsche product boss for key new post

Muriel Danis will take charge of investment services for private banking and wealth clients in the newly created role.

SEI Appoints Ian Love Head of Asset Management Business for UK, EMEA, and Asia

Franklin Templeton unveils head of whole for Switzerland

Franklin Templeton has appointed Maximilian Beeck as head of wholesale Switzerland, effective 1 November 2023.

Newton IM names Wellington manager as new EM and Asia chief

Fund house brings in sector specialist with more than 20 years of industry experience to lead equity operation.

SG Kleinwort Hambros appoints chief investment officer

SG Kleinwort Hambros has appointed Gene Salerno as its chief investment officer from 8 November 2023.

Swiss private bank boosts LatAm biz with new Uruguay boss

Gerardo Palacios has joined the independent private bank Bordier & Cie where he will lead the Swiss group's two Uruguayan offices.

JPM Private Bank nabs senior advisor from Miami multi-family office

Henry Certain Dangond has joined the US firm from Alti Tiedmann in Miami as a private banker covering Latin America.

Executive Moves