Managers of Wealth

Indosuez Appoints New Wealth CEO

Prost joined Crédit Agricole in 2000 as head of structured finance for corporate and investment banking in Italy.

Schroders veteran Cordell to exit

Bill Casey and Nick Kissack will oversee the management of the SARFCO European Equity Absolute Return fund.

Lombard Odier Investment Managers appoints head of consultant relations

Marek brings a wealth of experience in building these partnerships with this critical audience

KPMG to lay off 400 employees in South Africa

Changes are latest shake-up following corruption scandal that saw Big Four adviser lose clients

John Morey Joins Fiduciary Trust’s Leadership Team

Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service

Investec names new head of Southeast Asia institutional sales

Investec had about $146 billion in assets under management as of March 31.

Law firm launches elite team to advise sports and music stars

Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.

Ex-C Hoare and First Names trio to enhance index service

The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in investment consultants Enhance.

Inteligo AM boss joins Lima-based family office amid growth drive

Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.

Raiffeisen names new head of Ticino office

He will now succeed Gabriele Burn, who has held the lead position in the Ticino office on an interim basis since the departure of Marzio Grassi at the end of 2017.

Lugano AM hires senior analyst from Banca di Bologna

In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.

Bernstein Adds Senior Talent to Support Growth in San Francisco

In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.

Mutual expands wealth management leadership

Bryant said the expansion of the wealth and capital markets business would be augmented by the appointment of O'Brien.

Cricket duo to bat for Brooks Macdonald’s Wales team

Both new hires previously had careers in professional cricket at Glamorgan County Cricket Club, with Bragg making top order batsman.

Charles Stanley hires Thesis and Quilter directors

Wealth Manager revealed the pair resigned from Thesis, where Nathoo was a client director, in January.

Brewin boosts Exeter office with Charles Stanley hire

58 percent of the foundations identified do not collaborate with other foundations.

Heartwood swaps out manager on balanced mandate

Bishop will continue to lead the tactical allocation process.

Multi-family office poaches Credit Suisse director for client role

Commenting on Pottle’s appointment, chief operating officer Mike Toole said: ‘We continue to search for and welcome quality recruits to our firm who have strong client relationships.

Wells poaches three more from Schroders in multi-asset push

Since joining Wells he has overseen a recruitment drive as he seeks to boost the firm's solutions business.

Julius Baer Hires for Independent Boutiques

He reports to Swiss boss Gian Rossi.

Executive Moves