Managers of Wealth

Cazenove Capital announces further expansion of its Wealth Planning team

The new additions to the team signals Cazenove Capital's commitment to providing clients with best-in-class wealth planning services.

Brooks Macdonald operating chief exits

Caroline Abbondanza leaves Brooks Macdonald about 20 months after assuming the chief operating officer role.

KKR nabs JP Morgan sales manager

The private equity firm has worked with wealth advisors for almost 20 years.

Capital Group Expands in Switzerland

She will report to Fabian Wallmeier, Managing Director for Institutional Business in Switzerland, who has built the firm's institutional client base over the past decade.

IG Group poaches Clifford Abrahams from acquired Virgin Money for CFO

Abrahams has been CFO of Virgin Money UK since 2021 and previously was CFO of ABN Amro Bank NV and insurer Delta Lloyd Group.

Rothschild & Co hires Antoine de Guillenchmidt

Mr Guillenchmidt brings over 20 years of investment banking and advisory experience to Rothschild & Co.

New Leadership for UBS Global Financial Sponsors Team

The Global Financial Sponsors Team acts as a crucial bridge between over 1,000 asset managers on the UBS platform and UBS’s internal partners.

Swissquote Promotes 22-Year Veteran to New People Chief Post

Effective 2025, she will join the company's Executive Management team.

Mirabaud Group announces changes to senior leadership team

From 1 January 2025, Umberto Boccato will take over as CEO of Mirabaud Asset Management, replacing Lionel Aeschlimann, who will succeed Yves Mirabaud as senior managing partner.

Zug-based asset manager Tramondo strengthens its team with two experienced wealth management specialists

Both bring decades of extensive experience in wealth management and portfolio management.

RBC Bluebay appoints business development director

She also previously worked at Orbis Investments where she managed relationships with investment consultants and UK institutional clients.

Citi's global family office South Asia head leaves for Goldman Sachs

Jonathan Gan has joined Goldman Sachs as executive director, alternative capital markets group.

Ex-BNP WM Hong Kong Chief Resurfaces

Previously, he also worked at Standard Chartered, Royal Bank of Canada and Credit Suisse.

Two new trainees for Julius Baer

Throughout the programme, the pair will rotate through key departments, including Private Banking, Compliance, Intermediaries and Credit.

Wren Investment Office hires former Barclays banker for endowment push

Jo Robinson joins the multi-family office alongside three new analysts.

Simon Edelsten to make a comeback with Goshawk

He and Illingworth had run the Artemis Global Select Fund and Mid Wynd for a decade – for several years with Rosanna Burcheri, now at Fidelity.

Abrdn reappoints Steve Logan as European high yield head

Logan spent four years at PGIM after leaving Abrdn in 2020

Edmond de Rothschild Asset Management appoints Melinda Käsdorf as Head of Marketing Private Markets

Edmond de Rothschild AM announces the appointment of Melinda Käsdorf as Head of Marketing Private Markets, effective October 23, 2024.

Edmond de Rothschild recruits high yield PM from La Française

The Swiss asset manager has appointed Victoire Dubrujeaud as high yield portfolio manager within its fixed income team.

Thomas Heinzl steps down from Vontobel AM board of directors

Heinzl joined the company in 2020 from UBS, where his roles included chair of the Swiss asset management unit.

Executive Moves