Managers of Wealth

Cazenove Capital announces appointment of new Portfolio Director

Harry Jack joins Cazenove Capital following a career spanning 19 years at Schroders

Former Lombard Odier CIO resurfaces with advisory effort

Stéphane Monier launches new operation to help guide family office investments.

Value Partners CEO Resigns

Wong has three decades of experience and first joined Value Partners in 2021.

Banque Heritage names new chair in board update

The private bank also announced an uptick in profits.

Royal London Asset Management announces team restructure

The funds will continue to be managed in line with their objectives and restrictions.

Edmond de Rothschild increases presence in real estate investments

Edmond de Rothschild has hired three experts to develop its real estate investment management offering in Europe.

Susanne Kundert as the new head of systems

Susanne Kundert has more than 20 years of experience in the financial industry, with the last 15 years focused on the development and portfolio management of sustainable investment solutions.

ZKB poaches global equity outperformer from boutique

Vincent Lagger has also managed emerging markets funds for GAM.

Ex-Odey partner exits Lancaster IM after five months for Argonaut role

James Kostoris will lead a new three-strong distribution team at Barry Norris’s firm.

Thomas von Hohenhau becomes the new advisory board at Everon

His role will be to provide the company with technical and strategic support in the future.

RBC Brewin Dolphin veteran joins former colleagues at Brooks

Ceri Hill becomes part of Brooks Macdonald’s Cardiff team, reuniting with Martin Gierach and Andrew Lewis, who also came from RBC Brewin Dolphin.

EFG International announces the appointment of Yves Maas as Chair of the Board of EFG Bank (Luxembourg) S.A.

Yves Maas is a highly respected figure within the European banking industry.

Nick Mangan Joins UBS Global Wealth Management as Head of Private Clients in Jersey

As Head of Private Clients, Nick is leading a team of talented Client Advisers to grow and develop what is an already strong local franchise with private clients, trust companies and family offices.

Barclays Wealth asset allocation head Jean-Paul Jaegers departs after six years

The news follows Barclays recently naming Sasha Wiggins as CEO of its private bank and wealth management division.

The Private Office promotes ex-Close man to investment director

Daniel Douglas-Wright is confirmed as investment director at the Leeds-based wealth manager.

Temenos announces Chief Executive Officer appointment of Jean-Pierre Brulard

Mr. Brulard has a strong global track record in sales and commercial leadership with software, infrastructure and technology companies.

Barclays appoints Gijs Borghouts as Chief Internal Auditor

e joined the bank in 2021, having previously held senior Auditor roles at NatWest Group, ABN AMRO and Van der Valk Hotels.

Alexander Game to join Liontrust Economic Advantage team

Alex is a natural fit for our team

Future retirement of Peter Harrison

The Board anticipates an orderly transition during 2025 and Peter will remain as a director of the Company throughout this period.

Kathrin Choffat and Roger Müller were newly elected to the BLKB bank council

The two new members of the Bank Council will take office on July 1, 2024.

Executive Moves