Managers of Wealth

'Time for a rest' - Hampden veterans call it a day

George Grierson and David Bell have announced their retirement from the Edinburgh-based private bank.

Clifton Asset Management appoints Jo Swain as chief risk officer

Swain joins from Succession Wealth and will take up her new role on the Clifton Group’s main board in early May 2025.

Capital Group acquires asset manager from Vontobel

Rateitschak brings extensive experience in the wealth management business

HSBC group chairman Mark Tucker to retire

Tucker will continue to serve as a strategic adviser to the group CEO and the board during the ongoing search for a permanent chair.

JP Morgan Asset Management Strengthens Active ETF Team with Vanguard Hire

The appointment comes as JPMAM continues to expand its active ETF offerings in Australia.

Ex-Woodman CIO takes charge of maritime fund manager

Ex-Woodman Asset Management investment chief Torben Degn takes on new role as CEO of fund management company European Maritime Finance.

Partners Group Appoints Expert for U.S. Insurance Market

The appointment aims to strengthen the Client Solutions business

Jupiter Fund Management Chair David Cruickshank to retire

Cruickshank will not stand for re-election at Jupiter's annual general meeting next year.

Top HSBC private banker to exit after restructure

Caroline Kitidis set to depart as the UK lender scraps her role

Aberdeen’s Alastair Black announces retirement after 35 years in financial services

Black has spent 22 of those years with Aberdeen in a variety of roles, joining as business development manager in October 2002.

Julius Baer reshuffles Singapore and Dubai NRI teams

The global restructure last month that saw the removal of the team head layer, also impacted the Swiss pure-play's non-resident Indian (NRI) team, and involved a relocation.

Farrer & Co announces partner and senior counsel promotions

These appointments bring the firm’s total number of partners to 102, reflecting its continued growth and commitment to investing in its people and client service.

Focus Financial Partners Expands Executive Leadership Team

Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business.

Vontobel Hires Top UBP Executive

Tristan Buffet, the global head of CIO office at Union Bancaire Privée (UBP), has left the private bank.

Evelyn Partners appoints an independent Non-Executive Director

Sean is an experienced senior executive in the financial services industry, whose career has spanned chief executive positions, senior strategy roles, product development, sales and marketing

7IM appoints Chief Integration Officer to accelerate strategic growth

Allen will also be responsible for exploring new and innovative solutions that can be integrated into 7IM’s proposition and capabilities to drive better outcomes and experiences to clients.

EMD stalwart exits GAM amid switch to delegated manager

Michael Biggs has left the Swiss group, Citywire Selector understands.

Billionaire Lukas Walton names new CIO for his family office

Walton has named Noelle Laing as the new chief investment officer for his family office.

Italian AM announces Switzerland sales head

Alain Barthel has been announced as Eurizon's new head of sales.

Merrill Lynch Nabs UBS Broker With $1 Billion in NYC

Peter N. Borowsky, who has 37 years of experience, joined Merrill at its Rockefeller Center office in midtown Manhattan

Executive Moves