Managers of Wealth

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.

BNP Paribas Wealth Management Names China Market Head

King was most recently with Citi Private Bank as its global market manager for southern mainland China.

UBS Loses China Private Banker

She rejoined UBS in 2017

AHR appoints three new Private Wealth Directors

Andreas, Edward and Ryan will be key members of AHR’s growing team, bringing a wealth of experience in supporting international clients with specialist knowledge of matters from pensions and investments to tax and trusts.

Hargreaves Lansdown hires new head of government affairs

Anne Fairweather joins from Nationwide

LOIM hires three PMs for natural capital and EM equity funds

Henry Zhang is responsible for the China High Conviction strategy, while Alina Donets is in charge of the Natural Capital strategy which was inspired by the Prince of Wales and developed with the Circular Biodiversity Alliance.

Credit Suisse appoints AM CEO and restructures division

He was most recently serving as Senior Advisor to the CEO of UBS Group from 2019 to 2020.

Majid Hussain joins Smith & Williamson as Partner in Private Client Tax team

He joins from BDO where he worked for four years as a Director in its Tax team.

Zurich WM replaces CEO

Beat Schädler succeeds founding partner Amaury Jordan who has been CEO since 2015.

Amanda Blanc appointed Women in Finance Champion as Charter marks fifth year

Amanda Blanc has been appointed as HM Treasury’s new Women in Finance Champion and will spearhead efforts to boost gender diversity across UK financial services

Lombard Odier Investment Managers boosts Global Equities with four strategic hires

LOIM has also bolstered its Sustainability Equity franchise with the appointment of Alina Donets in London.

RLAM names a new CEO

Andrew Carter to retire at the end of June

Withers grows London white collar defence and investigations team

He joins Withers from BDB Pitmans

Tilney Smith & Williamson continues team expansion with new hire

Teams are currently working from home, with investment managers’ and financial planners having full access to group systems through secure technology.

Avaloq announces leadership change

Following his personal decision to withdraw from the CEO role at the end of March 2021, he will focus on interaction with existing and prospective clients of Avaloq as its Senior Advisor to the Group Executive Board.

Quilter Investors enhances ESG capabilities with new analyst

The hire comes as Quilter Investors prioritises the embedding of ESG considerations and responsible investment into its investment process.

Revealed: Saunderson House trio join former colleague’s new firm

He spent 18 years at Saunderson House, most recently as partner.

Julius Baer India continues to strengthen core domestic team

Julius Baer India continues to strengthen core domestic team, appoints MD Senior Advisor, Team Head based in New Delhi.

Oak Appoints Private Wealth Director

He brings to the firm more than 25 years’ experience in the fiduciary sector.

Lombard Odier Investment Managers bolsters 1798 Alternatives with appointment of Raj Davé

Raj brings over 20 years of experience investing in high yield, distressed and event-driven markets.

Executive Moves