Managers of Wealth

BBVA GWA Appoints Augusto Tricotti as Financial Advisor in Miami

BBVA Global Wealth Advisors (GWA) announced the appointment of Augusto Tricotti to its commercial team as financial advisor in Miami

Eastspring names new portfolio managers head

The $256bn asset manager reshuffles the team after a senior manager relocates back to Europe.

New hire Bolster T. Rowe Price’s expanding insurance business

Mark Rose joins as Insurance Solutions Strategist; Chase Uhlein and Blayze Hanson appointed Senior Insurance Relationship Managers

Quilter Cheviot appoints former COP negotiator to Responsible Investment team

Yusuf will report to Gemma Woodward, head of responsible investment at Quilter Cheviot, and will support the firm’s stewardship programme and thematic engagement efforts.

Zwei Wealth hires latest wealth officer

The firm, recently bought by Swiss Life, has appointed Thomas Ulrich to manage client mandates.

Ex-Top 50 IAM investment chief joins Vontobel

Jörg Zatachetto, former chief investment officer at Copernicus Wealth Management, has joined as senior investment adviser for external asset managers.

Lombard Odier Strengthens Asia Leadership With Senior Appointments in North and Southeast Asia

He will also be CEO of Lombard Odier’s subsidiary in Hong Kong

Trading Places: Citi hires JPMorgan banker for tech coverage, Jerry del Missier heads to Milan

Find out who is on the move in the City and beyond this week

Citi hires bankers for private credit in North America, tech in Europe

Aashish Dhakad will start in October in New York as head of private credit origination for North America as part of Citi’s $25 billion push into private credit with Apollo Global Management.

Schroders expands Value investment team

He will begin in early September.

Alto Hires Executives from J.P. Morgan Wealth Management and Securitize to Support Next Phase of Growth

Strategic hires come as a shifting regulatory landscape is set to significantly expand private market access for retail investors.

Titanbay Appoints ex-UBS Exec as Head of Switzerland

His arrival comes as Titanbay continues to scale across Europe to meet growing demand for seamless, scalable private markets access.

AMINA Bank Taps Banking Leader Michael Benz to Lead APAC Expansion

Switzerland’s fastest-growing crypto bank strengthens Hong Kong presence as regulatory framework reaches new maturity

UBP suffers another key exit from private markets unit

Institutional private markets boss Christophe Gantenbein has joined asset manager Copenhagen Infrastructure Partners.

Sasha Wiggins Appointed Chair of UK Retail Investment Campaign

The appointment of Sasha reflects Barclays’ long-standing commitment to improving financial inclusion and closing the UK’s investment gap.

Billionaire Spencer Hires Schroders Veteran to Manage His Wealth

UK billionaire Michael Spencer has hired a Schroders Plc veteran to lead his family office, expanding the investing capabilities of the firm managing one of Britain’s biggest fortunes.

St. James’s Place Strengthens Leadership with New CTO Appointment

This move is in line with the company’s strategic efforts to strengthen its leadership team and enhance its technological capabilities, potentially impacting its market position and stakeholder interests.

Ascot Lloyd hires ex-Investec Wealth CTO in tech restructure

Eden Scrivenger will take over from Jaco Cebula as the consolidator merges its technology and operations functions

Charles Stanley appoints new Sustainable Portfolio Lead

Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation.

SEI Appoints Robert Hum to Lead Investment Product Development and Activation

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth

Executive Moves