Managers of Wealth

EFG onboards portfolio manager from IAM

Ex-Frame Asset Management portfolio manager Livio Spadaro has joined EFG's New Capital.

Ex-Lombard Odier private banker joins SME equity boutique

Ernst Jan Lenstra has returned to the Netherlands after roles at Lombard Odier and Credit Suisse in Zurich.

Lloyds mass affluent CEO exits

Jo Harris has departed shortly after the launch of a new premier service for the bank's mass affluent arm.

RBC BlueBay bolsters its Global Equity team with new Portfolio Manager hire

He started his career on the graduate scheme at Dresdner Kleinwort Wasserstein working on the sell-side in the Investment Grade Credit research team.

Partners Group hires Chief Investment Strategist for its Private Wealth and Retirement business

She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years.

Doug Fordyce joins Rothschild & Co as Head of Energy, North America

He will be joining the firm’s successful Infrastructure, Power, Renewables & Energy group, based in Houston and reporting to Lee LeBrun, Partner and Head of Global Advisory, North America.

RBC Hires Half a Dozen Greater China Private Bankers

She joins with 20 years of private banking experience, most recently as HSBC Global Private Banking in Hong Kong.

Pacific Asset Management makes senior distribution hire from Jupiter

John Tevenan joins as head of global financial institutions distribution

Allfunds appoints Véronique Uzan as Head of France

She will be based in Paris and report to Gianluca Renzini, Chief Commercial Officer for Allfunds.

Major reshuffle at Bernese asset manager

The Fribourg lawyer is co-founder of the gwp Group, which specializes in regulatory developments, and also chairs the board of the Fribourg Cantonal Bank.

Jonathan Anderson has been appointed sole creative director of Dior

Chair and CEO of Christian Dior Couture Delphine Arnault discusses the appointment.

Citi Names Bank of America Veteran Zhang as New China Country Head

The appointment is subject to regulatory approvals.

Evelyn Partners expands charity team in Leeds

In her new role, she will support client relationships, business development and charity administration.

Julius Baer names new market heads for Southeast Asia

Shui Wei Ho and Vi Sun Yang succeed Chin Lit Yee as Southeast market head at Julius Baer.

Lumen Capital Expands Team with Former UBS Executives

Haas brings over 20 years of experience in wealth management, both in the Swiss market and in international business.

Change of management at the Bellevue Group

He will be responsible for the operational management of Bellevue Group, along with the existing Group Executive Board.

Manuel Ebner Appointed Chairman of AI-Focused Asset Manager

He served as CEO of Martin Ebner’s BZ Bank, CEO of Artificial Life, and Partner at McKinsey & Company.

AlphaWealth appoints new region head

Emma Swart, investment consultant at OrbVest, was appointed group director and head of the KwaZulu-Natal region in April.

Hightower Announces Transition to CEO Larry Restieri

Leadership change marks pivotal moment in RIA’s evolution

Aztec Group appoints former Vanguard Executive Sean Hagerty as chair

With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.

Executive Moves