Managers of Wealth

Lombard Odier hires veteran private banker from family office

Amit Ben Sira will be based in Zurich as market head for Israel.

Partners Group announces amendments to the composition of its Executive Team

Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.

Oberon Investments poaches Atomos 30 Under 30 star

Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.

Barclays announces new leadership for Global Equities

Scott McDavid appointed Global Head of Equities, and Ronnie Wexler appointed Global Head of Equities Distribution.

Ocorian appoints new Chief Information Officer

With a track record leading technology delivery for financial and professional services firms in London, Sydney and the Cayman Islands, Stuart is based in Jersey.

Santander Private Bank hires Citi alts specialist in Miami

Rodolfo Bessa joined the firm this month after exiting Citi in April after five years

Savvy Wealth Welcomes Vamsi Yadlapati to Board of Advisors

Wealth management M&A veteran to lend strategic insights, help guide growth strategy

Ex-Sanlam Wealth MPS head joins digital asset manager

Former Sanlam Wealth (now Atomos) MPS head Barry Cowen is one of two key hires by digital investment firm Collidr.

Goldman Sachs Asset Management Names Co-Head of Public Investing Group

Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.

Zeno Staub intends to become more actively involved in Swiss politics

Zeno Staub will wait for one year before standing for election as an ordinary member of the Board of Directors of Vontobel at the General Meeting of Shareholders 2025

Schroders Personal Wealth hires M&G Wealth sales director Justin Blower

Blower has joined SPW as regional director for the south and south Wales, Citywire Wealth Manager has learned.

Evelyn Partners continues expansion of senior Transaction Services team by appointing fourth partner

Prior to that Ben was a partner at Eight Advisory where he built out and led the UK team.

Itaú appoints Zurich PB as team leader for global product solutions

He is responsible for the investment funds platform, treasury products and structuring of investment solutions.

Europi Property Group has appointed James Tootell as Asset Management Director

Prior to Elite, James was Asset Management Director – North at Telereal Trillium, where he spent over 16 years.

Sesame Bankhall Group appoints new Chief Operating Officer

He replaces Richard Howells who left the business earlier this month to take up a new role elsewhere in the industry.

Credit Suisse Nets China Banker

He worked at Mirae Asset Securities for over 10 years as team head of Greater China investment banking coverage.

Morgan Stanley Investment Management Appoints Michael Levin as Head of Asia

Previously, he spent a decade with Credit Suisse in various senior roles including Head of Asset Management for both Asia Pacific and the Americas.

Jupiter swaps Nash for Bezalel on top performing bond fund

The firm is also closing a European fund with dwindling assets and changing the benchmarks of several strategies.

Walker Crips hires Kleinwort Hambros private banker for key role

Alan Kinnaird takes on the role of business development manager at Walker Crips after three years with Kleinwort Hambros Private Bank.

Northern Trust Appoints Patrick Cowan Chief Banking Officer for the West Region

Prior to that, Patrick was a partner at Northern Trust on the corporate banking team in Chicago and spent more than 15 years in commercial banking.

Executive Moves