Managers of Wealth

SJP adds six new managers to struggling global small-cap fund

The £1.9bn fund is adopting a multi-manager approach after years of underperformance.

Evelyn hires Aberdeen planning director in North push

Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.

Geneva Boutique Recruits Two CS/UBS Managers

They are expected to support the company’s expansion plans.

Brown Shipley names Kitchen as permanent CEO

He has been heading the business on an interim basis since Calum Brewster’s departure last year.

PIMCO names wealth management lead

Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six years.

LPL Welcomes Shorepoint Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.

Senior UBS private bankers join wealth firm in Geneva

Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.

LGT Wealth Management appoints Investment Manager for Jersey team

Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.

Ares builds up wealth team with Fidante poach

The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.

Sovereign Channel Islands appoints new MD

He joined Sovereign in 2019 as in-house legal counsel and joined the Sovereign Pension’s board in 2022.

Oddo BHF goes on the offensive in Switzerland

“The strong commitment to the Swiss capital market opens up further perspectives for Commerzbank’s corporate customers in Switzerland,” says Gernot Kleckner , Head of Capital Markets in the Corporate Customers segment at Commerzbank.

Nomura hires Ong Kin Yok as Malaysia, Singapore MD, team head for international wealth mgmt biz — Reuters

Prior to HSBC, Ong was with UBS, where he held various positions, including senior client partner of the global family office for the ultra-high-net-worth clients

Laïla Rochat becomes partner at Schellenberg Wittmer

With her pragmatic and strategic approach, she delivers tailor-made and innovative solutions in tax matters.

UBP Middle East CEO exits

Mohamed Shoukry was CEO of UBP's Dubai-based subsidiary, which employs over 40 staff to cover the region.

Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

New partner for Geneva asset manager

The asset manager announced this on Wednesday.

Impax cuts 30 jobs after £5bn SJP blow

The sustainable asset manager has cut 10% of its workforce to make up for the loss of a huge SJP mandate.

LGT WM hires Evelyn’s international investments head

Chris Golding joins LGT Wealth Management’s Jersey office after nine years with Evelyn Partners.

UK Finance Billionaire Hires JPMorgan Veteran as Wealth Adviser

He joined in December, the same month J Douglas Rhoten, 70, stepped down from a similar role at the London-based firm, the filings show.

EQ Investors recruits Alistair Yeoman as BDM

EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds

Executive Moves