Managers of Wealth

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

Proposals of the Board of Directors of BEKB to the General Meeting of 13 May 2025

The Board of Directors is proposing Petra Kalt as a replacement to the General Meeting.

Vontobel announces changes to its Board of Directors

He served as CEO of Vontobel from 2011 to 2023, having previously been a member of the Executive Committee in various leadership roles across the organization.

Oak appoints new Private Client Managing Director in Guernsey

In her new role at Oak, Julie will lead Guernsey’s private client team.

Citi’s UK Private Bank Head Knowland to Depart After 20 Years

Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.

StanChart to Open Hong Kong’s Sixth Wealth Center

The goal is to attract $200 billion of net new money and deliver double-digit compound annual growth rate for income from its wealth solutions over the next five years.

Lazard Appoints Peter Harrison To Its Board Of Directors

This appointment reinforces Lazard’s focus on further strengthening and diversifying its asset management business.

New Swiss boss for Lazard

Prior to that, he worked at Deutsche Bank in Hong Kong and Philippe Investment Management in Paris.

Nomura Announces Nomination of Members for Board of Directors

Nomura Holdings will make a separate disclosure once Outside Director Nominees are resolved

Rathbones Asset Management makes triple hire with first Asia ex-Japan and GEM fund managers

The fund managers will be based in London and report to Tom Carroll, Chief Executive of RAM.

Renata Jungo Brüngger and Lila Tretikov to be nominated to the Board of Directors at the forthcoming Annual General Meeting

Claudia Böckstiegel and Nathalie Rachou will not stand for re-election after four, respectively five years of Board membership

Executive Moves