Managers of Wealth

Canaccord Genuity Wealth Management appoints Head of Portfolio Management

During her 16-year career with Canaccord, Natalie has made a significant contribution to the continued success of the Jersey office

Allianz Retire+ makes wealth management appointment

He also worked as an associate director at Macquarie for four years and as a senior investment specialist at nabInvest Capital Partners.

Allianz Retire+ names wealth management distribution chief

Prior to that Rodda spent four years at Macquarie contributing to the strategic growth of the business as associate director.

Titan Private Wealth hires new joint CEO from Investec

He joins the firm to "lead the company through its next phase of growth."

St James’s Place appoints CEO

Prior to this, he was the CFO of Prudential from 2017 to 2022, becoming Chief Operating Officer also in July 2019.

On the Move: J.P. Morgan Private Bank Welcomes Chris Lee

Lee works with some of the most prestigious individuals and families across Orange County

New prestige mandate for ex-Edmond de Rothschild CEO

Former Banque Edmond de Rothschild CEO François Pauly was elected to the board of directors of Geneva-based Union Bancaire Privée (UBP) last week, according to the financial institution's website .

Evelyn Partners appoints Sally Boyle as a Non-Executive Director

She was on the Board of Goldman Sachs International and its Management Committee and co-chaired the EMEA Diversity and Inclusion Committee.

LGIM hires senior talent from Abrdn in real assets push

Neil Meikle joins the firm in the newly created role as part of LGIM’s ambitions to expand its private assets offering.

Brooks Macdonald strengthens wealth offer for private clients with appointment of Alex Charalambous

Alex will lead the firm’s advice-led integrated wealth management offering for private clients, ensuring we deliver exceptional service to support the Group’s ambitious growth strategy.

Northern Trust Names Gary Paulin Head of International enterprise client solutions

Newly Created Role Streamlines Client Connectivity and Enhances Client Service across Institutional Businesses

Goldmann Sachs AM names global co-heads of client portfolio management for QIS group

Hania Schmidt and Laurene Azouley took on their new roles this March.

REYL Intesa Sanpaolo names its next CEO and board of directors

REYL Intesa Sanpaolo has appointed a new member of the bank's board of directors and chairman of its strategic committee.

Brookfield Asset Management Names Peer Marshall New Chief Financial Officer

Former Goldman Sachs Banker Becomes One of Asset Manager's Highest Ranking Female Executives

Vivian Li Appointed as UBS's New Head of Active Advisory for Southeast Asia

She will be based in Singapore, and will continue her involvement with the advisory portfolio team, offering her expertise as an investment counsellor

Julius Baer poaches AAA-rated bond fund manager from BlueOrchard

Florence Birkett joins Julius Baer in Zurich as an emerging market fixed income portfolio manager.

Andreas Gerber becomes a new member of the LLB group management

He takes over the role from Urs Müller, who will end his active professional life at the end of 2024 after almost 30 years of working for the LLB Group

Association of Foreign Banks elects Vice President

The election ensures that the composition of the board reflects the diversity of the group of foreign banks in Switzerland in terms of business activities and geographical coverage

Brown Brothers Harriman Adds Wealth Management and Multi-Family Office Team in Houston

These key hires expand BBH’s capabilities and expertise in the region and reflect the growth of the business

Indosuez Wealth Management, opens a branch in Portugal

This new step reinforces Indosuez’s position as a pan-European leader in wealth management and fully aligns with the Bank’s strategy to be as close as possible to its clients.

Executive Moves