Managers of Wealth

Greycourt LLC Announces Mike Meehan as Chief Investment Officer

Mike joins Greycourt from Nuveen, where he was Senior Portfolio Strategist in the firm’s well-regarded Portfolio Strategy and Solutions team.

Geneva Private Bank Repositions Itself and Appoints New CEO

The Swiss private bank is adopting the name ARYA Banque Privée while installing a new executive leadership team and sharpening its strategic positioning.

People Moves: Carson Hires Recruiter from Osaic for Indie Channel

Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor.

Nomura Asset Management International Appoints Linda Galsim as Global Head of Product

Serving as a member of the firm’s Executive Committee, Linda will establish and lead the organization’s new Product Management Group, bringing together global product capabilities under unified leadership.

Quilter Cheviot appoints John Moore to Edinburgh office

Moore will report to Richard Taylor, head of the Edinburgh office at Quilter Cheviot.

Maerki Baumann appoints Patrick Vogt as Head External Asset Managers

e started his banking career with a banking apprenticeship at Union Bank of Switzerland in Baden.

LGT Wealth India Appoints Harsh Agarwal as Chief Investment Officer, Equities

He has managed long-only and long-short equity strategies, with experience in portfolio construction, risk management and the use of quantitative techniques alongside fundamental research.

Max White Leaves Schroders Wealth After More Than 10 Years

White referred to his time in London at Cazenove Capital and in Singapore, saying he had worked with colleagues, clients and partners across countries and continents.

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management

Experienced financial services executive selected following a strategic search for a leader to advance Kestra's evolving wealth management strategy

VP Bank Names New Singapore Chief Risk Officer

In his new role, Koo will be responsible for the branch’s risk, control and operational functions, with a focus on governance and risk management as VP Bank seeks to expand its business in the region.

Standard Life names Wendy Redshaw as group's first digital and tech chief

Redshaw joins Standard Life from NatWest, where she spent the last six years serving as group chief digital information officer of retail.

Mike Joo and Adeel Khan appointed Co-CEOs of Barclays Investment Bank

Both Khan and Joo will sit on the Group Executive Committee.

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

His focus will include advising clients on bespoke equity and debt financings, capital structure advisory and solutions, and private capital distribution.

Northern Trust appoints asset owners head of sales

She brings more than 15 years industry experience.

Change in the management of the private customer division

He spearheaded the systematization of sales management, established a new sales system, and strengthened leadership functions.

Carl Friedrik appoints Creative Director to ‘push boundaries’ of luxury travel

His appointment marks the next step in the brand’s ambition to elevate its creative output, build a stronger global brand identity and “push the boundaries of contemporary luxury travel”.

Citigroup names Adam Clark wealth planning head after JP Morgan departure

Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.

Industry moves: BMO Private Wealth adds advisors, talent

Plus, CIBC promotes Mark Mulroney, and appointments at Scotiabank, National Bank and more

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region

Ellis joins Clifton Asset Management as new CFO

Based in London, Ellis will spend regular time with the finance team in Bristol.

Executive Moves