Managers of Wealth

Oak Group expands its team to drive forward Project Overture

These appointments reflect Oak’s commitment to investing in people, capability, and innovation as it continues to implement Project Overture and shape the future of financial services.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Edmond de Rothschild REIM appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK

In his dual role, he will lead Edmond de Rothschild REIM’s pan-European investment strategy, lead investment activity and help strengthen relationships with capital partners across key markets.

Brown Shipley Appoints Client Investment Specialist

Paul’s addition builds on the strength of our Client Investment Specialists

Nomura Asset Management Appoints Terence Lam as Head of Distribution for Asia ex-Japan

Mr. Lam will be based in Singapore and report to Kenichi Suzuki, Senior Managing Director, Head of Global Business Unit at Nomura Asset Management.

Focus Wealth Management Announces Four Appointments to its Advisory Board

"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.

Julius Baer expands senior roles, simplifies SE Asia structure

Apart from its new line-up of Southeast Asia group heads, the bank has also expanded roles for several senior executives.

Ruffer partner Steve Russell exits after 22 years

Russell is the latest high profile exit from the business.

Dale Walsh joins Barclays as Global Head of Credit Distribution & Product

Dale Walsh appointed to lead and accelerate Private Bank and Wealth Management’s lending growth ambitions.

Barclays UK appoints Roland McCormack as Head of Mortgage Intermediaries

The newly-created MD role is a senior leadership position that reflects the bank’s broker-first approach and its continued commitment to the intermediary market.

Rathbones director elected Sheriff of the City of London

He will serve alongside Keith Bottomley in one of the UK’s oldest secular civic offices.

Former UBS GWM SG head of funds and alts resurfaces at CVC

The move follows several other senior investment specialists at private banks who have moved to alternative asset managers to run their growing regional wealth businesses.

Schroders adds three funds to Singapore range

The British asset manager has brought over Indian equity, multi-asset and quant-driven strategies to broaden the suite of funds it offers retail investors on the island.

Wolfdieter Schnee appointed Head of Fund Services at LLB Group

He will therefore take over responsibility for the custodian bank and fund management business of the LLB Group in Liechtenstein and Switzerland.

BCN: Welcome to our new Board member!

She succeeds Ms. Elisabeth Bourqui, whose term ends on June 30, 2025.

BIL Suisse announces board appointment

Stéphanie Hodara El Bez has been appointed to the board of directors, replacing Alain Le Fort.

RBC Wealth Management welcomes new complex director in Boston

He’s held field leadership roles, led advisor recruiting efforts, and was most recently managing director of PNC Investments Wealth Advisors.

Standard Bank appoints Fiduciary Specialist to Jersey team

Standard Bank adds to its Jersey-based fiduciary specialist team also serving Mauritius.

Citi Appoints Head of Markets for Singapore

He will also continue to serve as head of FX trading for APAC.

7IM Bolster Investment leadership with appointment of Co-Chief Investment Officers

Together, they will lead the firm’s investment strategy, client communication and propositional development, as 7IM continues to scale and integrate recent acquisitions.

Executive Moves