Managers of Wealth

Standard Chartered names Manus Costello as Global Head of Investor Relations

He is expected to start in April 2024, and will report to Diego De Giorgi, Group Chief Financial Officer.

Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya

Aventura Private Wealth selects Goldman Sachs Advisor Solutions as primary custodian

Appointment of Executive Director of the Hong Kong Academy for Wealth Legacy

Prior to joining the HKAWL, she currently serves as the Chair of the Family Office Association Hong Kong.

New Head of Wealth Management Luxembourg

With more than 20 years of experience in private banking, Bertrand Schmeler will work to continue the development of Mirabaud Wealth Management in Luxembourg reporting directly to Jeff Mouton, CEO Mirabaud & Cie Europe.

Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team

New Appointments Bring 50 Years’ Combined Experience in Financial Services

At Lombard Odier, “Team Strobaek” gets started

Based in Zurich, he also heads the Investment Solutions department and chairs the Private Clients Investment Committee.

Stonehage Fleming names head of corporate services

He was in head of CF Fund Services, BDO’s Central Administration for alternative and hedge funds

Close boosts London office with senior IM hire from Quilter

Matthew Hearsum joins CBAM’s London Mayfair office to bolster the firm’s bespoke offering, following more than a decade at Quilter Cheviot.

Newly appointed top dealmakers are charting the course of the UBS investment bank

Amundi appoints Bekhazi to deepen institutional relationships in the Middle East

Michelle Bekhazi CFA hired as Senior Vice President, Institutional Sales

First Citizens Bank appoints executive director of external affairs

First Citizens Bank has appointed an executive director of external affairs; a newly created position.

Whampoa Group Names Bahrain Digital Bank Chair

In the role, he will be responsible for guiding the SGB executive leadership team

Savills appoints head of investment strategy and asset management in Cambridge

At Savills, he will work closely with other colleagues in the wider Investment Strategy & Asset Management team as well as the national investment team

Bettina Ducat appointed co-head of Lombard Odier Investment Managers

She will be based in Geneva and will become a Limited Partner of the Group.

EdR names new investment chief as Kalbreier exits

Nicolas Bickel will start as group head of investment private banking at Edmond de Rothschild on Monday.

Ex-Pictet manager replaces AAA-rated PM at boutique

Christian Roessing takes over the two Enetia energy funds alongside co-manager Andreas Schneller.

Pierangelo Campopiano becomes the new head of customer and market

In his new role, Campopiano will sit on the CSS executive board.

Chad Alderson Joins Broadridge Canada as General Manager, Global Technology and Operations

Alderson joins Broadridge to drive continued expansion, innovation in the Canadian market

SJP partner firm hires head of wealth management

He has also worked for HSBC Wealth Management in various roles spanning nearly 17 years.

BX Swiss expands regulatory division and appoints Fabian Friedli as Head of Regulation

This independent department reports directly to the Executive Board and is headed by Fabian Friedli.

Executive Moves