Managers of Wealth

Raymond James firms up CEO succession plans for 2025

The firm said in May that current leader Paul Reilly would be stepping down.

Evelyn Partners names former Close Brothers man as head of intermediaries

He joins with close to 40-years of experience in the wealth management industry

Zurich crypto boutique recruits Abrdn executives in restructuring

Crypto asset manager 21.co hires three senior staff from Abrdn for its new-look setup.

Pictet WM names Tina Yu global head of fixed income

The Swiss private bank has promoted its head of Asia discretionary portfolio management to the global role.

GAM appoints UK distribution growth lead from Amundi

Steven Williams brings over a decade of experience to the role

Bank appoints senior relationship manager for East of England

He will be based in Essex but cover other areas such as Suffolk and Hertfordshire.

Indosuez Wealth Management appoints Laurent Proutière as Chief Executive Officer Asia and Singapore Branch Manager

Based in Singapore, Laurent will drive the firm’s strategic growth and development strategy across Asia, further reinforcing the bank’s presence in the region.

London listed wealth management to cut 500 jobs

The London listed company are looking cut around one-sixth of their 3,200 corporate workers as part of a £200 million savings drive.

Oak Group expands private client team with new Director

This collaborative approach is intended to bolster Oak Group’s position as a leading provider of fiduciary and administrative services.

Michael Spencer becomes chair of Nutshell Asset Management and ups stake in business

Spencer has backed Nutshell since its launch in 2019

Mirova groups its real assets expertise on an integrated platform and appoints Raphaël Lance as its Head

This combination marks a major step forward in line with the company's ambition to become a leader in the impact private assets sector.

Sascha Steinmann joins the management of Marcuard Heritage AG

Sascha Steinmann will take on this vital role as of December 1, 2024.

Blackstone Announces Key Leadership Appointments and Launches New Areas of Client Coverage

Blackstone veterans Farhad Karim and Chris Sullivan will step into new roles and the firm is pleased to welcome Adam Lane.

Paragon Capital Management strengthens advisory team

The Singapore investment boutique has hired a new managing director.

EFG appoints Ioanna Archimandriti and Demis Stucki to the Executive Committee

In their new roles both Ioanna Archimandriti and Demis Stucki will continue to report directly to Giorgio Pradelli

Ex-UBS Executive Takes Top Role at Foreign Bank

The appointment is subject to regulatory approval.

Vontobel brings in specialists from Luzerner Kantonalbank

After more than 25 years at Luzerner Kantonalbank, Marcel Räber is moving to Vontobel.

Progeny hires ex-HSBC Group CFO Ewen Stevenson as chair

He also currently chairs the board of Serendipity Capital – a Singapore-based venture capital fund – and RNID – the UK’s leading charity for hearing loss.

Zurich adviser names ex-Credit Suisse stalwart as CIO

SMZH has appointed Bekim Laski, who previously worked for Credit Suisse and UBS.

LGT Bank Österreich announces new Executive Board

Since joining LGT, he has made a significant contribution to the further development of LGT Bank Österreich.

Executive Moves