Managers of Wealth

TKB’s international private banking chief vacates role

The bank has been looking for somebody to replace Andreas Scherf in the role after he moved to a senior business development position within the company.

Lombard Odier Investment Managers names head of France

She replaces Frédéric Cruzel, who has retired after 12 years at the firm.

Unlimited liability partner steps down from Zurich private bank after accident

André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.

Quilter Investors adds to manager research team with new alternatives role

The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.

Zurich private bank Rahn+Bodmer has to say goodbye to partners

He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.

Wealth manager appoints COO

He has over 20 years’ experience across operations, technology and change.

Insignia Financial: Appointment of Scott Hartley as CEO

Scott will commence in his role as CEO on 1 March 2024 and will join the company from 26 February 2024.

BlackRock appoints Aussie head, builds out NZ business

This comes as the global fund manager prepares to open a New Zealand office.

David Key Named Houston Market Leader for PNC Private Bank

With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.

Former Odey Wealth investment director resurfaces at Waverton

At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.

NatWest poaches UBS executive to replace ousted Coutts chief

Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.

Berner Kantonalbank brings Olympic champions on board

This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.

Citizens fast-tracks wealth and private bank growth with new hires, office

Regional bank stocks have been roiled in recent days after New York Community Bancorp posted a surprise quarterly loss. T

Eastspring Investments Appoints Salman Haider as Chief Distribution Officer

Based in Singapore, he will report to Eastspring’s Chief Executive Officer & Interim Chief Investment Officer Bill Maldonado

Andrew Irvine appointed CEO of NAB

He held a range of roles at BMO over more than 12 years and previously worked for McKinsey & Company, Lycos Europe and Credit Agricole.

Angeles Wealth Management Appoints Managing Director, Capping the Sixth Straight Year of Strong Growth

Nott brings more than 15 years of wealth management experience, adding to the firm’s comprehensive private wealth services and solutions

Octopus expands its shareholding in Seccl as co-founders Dave Harvey and Hugo Thorman depart

Harvey and Thorman depart 11th March, with Octopus opting to expand its majority stake in the business.

SEI Appoints Sean Denham as CFO

Denham’s employment will begin on March 18, 2024

Arbuthnot Latham welcomes new commercial banking executive

Dorian joins from Metro Bank, where he spent almost six years within business development and relationship management roles.

Bergos adds three 'new and unusual' roles on executive board

With the addition of three completely new roles this month, private bank Bergos now has eight staff members on its executive board.

Executive Moves