Managers of Wealth

Investec enhances its M&A service with head of UK Advisory hire

Investec increases its M&A capabilities with the addition of Head of UK Advisory.

Oberon Investments Group Directorate changes

Marcia brings extensive experience in financial leadership and will be instrumental in enhancing the operational effectiveness of our finance department.

Three appointments for HSBC Private Bank Luxembourg

The appointments of Marnix Rosendaal, Patrick Rutgers and Ruud van Haperen, announced by HSBC Private Bank Luxembourg on 24 September 2024, have been effective since 1 September.

Investment Boutique Strengthens Zug-Based Investment Boutique Strengthens With Former Credit Suisse Manager Team with Ex-Credit Suisse Manager

She began her career in management consulting and then worked as an analyst and credit risk manager at Zurich Insurance Group.

Top 100 star Matthew Wiles leaves LGT

Wiles joined the firm in 2021 to lead sustainable fund research.

Bank of Montreal's US wealth management head to retire

Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.

Bergos international private banking chief quits to launch IAM

Dominik Helberger has left to assume the role of managing director at AMSS, with fellow former Bergos banker Taylor-Ann Messmer joining him as a partner.

Ocorian appoints new Guernsey Private Client Director

His expertise in working with ultra-high-net-worth individuals and his strong relationships across key regions

Lombard Odier Appoints New Head of Zurich UK Desk

The new head of the UK and Northern Europe desk in Zurich joins from UBS.

Serena Fioravanti appointed as Chief Risk Officer

She brings almost 25 years of experience in the banking sector, with a focus on risk management, treasury, liquidity risk management, corporate finance, project management and audit.

Fieldpoint Private Announces Banking Team Expansion

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

Leva Expands Board of Directors

CTO Alexander di Chiara, representing the founding team, has been appointed as chairman.

London & Capital appoints Executive Director

Nicole brings over 20 years of experience working with HNW US expats and their families.

LGT Expands India Wealth Unit

LGT Wealth India has appointed Raveena Yagnik, Samish Patel, Bharat Anantavijayam, Nirav Desai, and Sameer Doshi as executive directors

Legal & General appoints new Asset Management Chief Executive

Eric Adler will join L&G’s Group Management Committee in December to spearhead growth plans for its asset manager.

Gilles Duvoisin strengthens the Piguet Galland team in Neuchâtel as Wealth Advisor

Gilles has a diversified career within BCV and UBS, specializing in global consulting and wealth management for an entrepreneurial and wealthy clientele.

Amundi Appoints Senior Portfolio Manager in Singapore

Based in Singapore, he reports functionally to Florian Neto, head of multi-asset investments for Asia, and locally to David Poh, head of investments for South Asia.

Bordier’s Fifth-Generation Member to Return to Geneva

Previously, she also worked at Société Générale and Barclays.

Fund manager Leigh Himsworth leaves Fidelity after a decade

The UK stockpicker parts ways with Fidelity to pursue other opportunities.

Brown Brothers Harriman Makes Strategic Hire in Philadelphia

Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.

Executive Moves