Managers of Wealth

LGT Wealth India’s hiring continues

At LGT Wealth India, he will be primarily responsible for managing all fixed income investments and developing debt PMS strategies.

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

AA-rated long/short equity duo exit Liontrust

Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.

BS Snatches Three First Republic FAs from JPMorgan

The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.

Cazenove Capital announces new North West hire to support regional expansion

The team continues to experience strong client demand for Cazenove Capital’s comprehensive wealth management service.

Lombard Odier Hires EAM Head in Asia

The Singapore office will act as a single point of access for Lombard Odier's global EAM partners and overall, the bank has eight dedicated EAM teams worldwide.

JP Morgan Private Bank’s Singapore and southeast Asia head to leave

James Wey will be succeeded by Paul Thompson, who currently heads the Hong Kong and the Philippines team.

Schroders Australia appoints new chief executive

Schroders explained the appointment is part of an important and future-focused evolution of the Australian business.

Acrevis appoints new branch manager in Pfäffikon

He replaces the previous branch manager , Martina Bigliardi Möhr , who previously managed the location in addition to her function as manager of the Lake Zurich market area, as stated in a statement on Tuesday .

Barclays appoints new senior transaction banking hires

In that role, she was responsible for Transaction Banking specialist sales, client consulting, client solution and integration teams, and the distribution arm of the Data & Analytics business, spanning the domestic and international markets.

M&G Wealth’s MD David Montgomery to leave in August

M&G Wealth has confirmed Montgomery’s exit.

Charles Russell Speechlys strengthens its international credentials with the appointment of Vanessa Duff

As many of Vanessa’s clients are expatriates, her expertise lies in dealing with cases which have an international perspective, and she has a particular interest in cases involving Hong Kong-European jurisdictional disputes.

Eric Woodward brings curtain down on 50-year wealth career

Most recently head of investments for Carrington Investments, Eric Woodward is to retire after five decades in the financial industry.

JPMorgan Names Wealth Head for Southeast Asia

He will soon relocate to Singapore from Hong Kong for the role and report to Asia chief executive Kam Shing Kwang.

Former Lonsec CIO joins global asset manager

He also previously spent seven years working at ING Australia and at BT Investment Management

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

Executive Moves