Managers of Wealth

Speciality brokerage Cache announces two new leadership hires

These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors.

Wealth manager joins Sanlam Private Wealth in Joburg

Grace Mahlomotja joined the firm as a portfolio manager in March.

Former Global Group Head of Blackstone Alternative Asset Management, John McCormick, Joins Growth Credit Partners as Senior Advisor and Investor

Under his leadership, BAAM achieved record financial results, and he was instrumental in launching Blackstone’s data science initiative.

HSBC's Mark Glover joins Ortec Finance as head of wealth management

The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.

Natixis brings in sales specialist from Robeco

She joins from Robeco, where she was promoted just last year.

Vontobel: The Return of Zeno Staub

Zeno Staub and Bank Vontobel – there seems to be a strong mutual attraction.

Apex Group appoints Citi, Morgan Stanley, and S&P Global veteran as new Product Chief Operating Officer

Apex Group further expands global product leadership team with appointment of Michael Goering, Product Chief Operating Officer

GAM appoints Edmund Wandeler as Client Director for Multi-Asset Class Solutions

In his new role, Edmund will focus on distributing GAM’s award-winning multi-asset investment solutions to institutional and wholesale clients across Switzerland.

Tom Ruggie on wealth management and innovation

Tom Ruggie shares insights on leadership, strategy, and mentoring in wealth management.

Principal Asset Management℠ Appoints Matthew Peron as Deputy CIO of Equities

In addition, he will play a key role in shaping the overall strategy for the equities platform globally at Principal, ensuring alignment with long-term client objectives and enhancing risk-adjusted returns.

GAM outsources EM debt offerings as McNamara retires

Paul McNamara announces his retirement after 28 years in asset management

Morningstar appoints Ninety One EMD manager to multi-asset research team

Michael Diamantopoulos spent two decades at Ninety One before exiting last year

DWS Appoints Singapore Country Officer

She will retain her existing roles as APAC client coverage chief operating officer and APAC head of business development.

The Hero Group announces a change in leadership

Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.

PGIM Fixed Income Hires Oliver Nisenson as Head of Asset-Based Finance

Nisenson to lead continued growth of firm’s private asset-based finance platform

Rothschild & Co Swiss AM head joins distribution specialist

Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

Barclays Continues Strategic Investment in Financial Sponsors Group

Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast

Oak Group celebrates 12 promotions across its global offices

These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.

Zurich multi-family office appoints two new CIOs

Voser is the new CIO private market and alternative markets, while Bloch serves as CIO public markets.

Executive Moves