Managers of Wealth

Canaccord Genuity Group Inc., Announces Proposed Changes to Board of Directors

Current Director Jo-Anne O’Connor will not seek re-election.

Amundi hires head of UK institutional business development

Prior to Lazard, he spent over 10 years working with BlackRock’s largest and most complex institutional investors within its strategic client division.

Evelyn Partners continues expansion of Exeter office with addition of experienced financial planner

George has worked in the financial services industry for over 15 years

ING appoints Anneka Treon as global head of Private Banking, Wealth Management & Investments

Anneka will report to Pinar Abay, ING’s global head of Retail, Market Leaders and Challengers & Growth Markets, and member of the Management Board Banking.

Pictet AM Appoints Team Lead for Korea

Previously, he also worked at BlackRock, Korea Investment & Securities and LG Electronics.

Barclays Appoints Global Head of Equities Tactical Strategies

He will join the bank in June and will be based in New York

Private equity boutique recruits Swiss chief

Simon Lussi joined this June and is based in Zug.

SMBC hires JPM and Goldman vet to build family office book

Sumitomo Mitsui Banking Corporation has recruited an experienced banker to work across its corporate bank and private wealth divisions working with family office clients.

JPMAM taps Invesco and BlackRock for Germany sales and capital market roles

Simon Werkheiser and Nurul Nasir to join from Invesco and BlackRock, respectively

Tavistock executive chairman becomes non-exec

Last October Tavistock reported better trading after previously making a loss of nearly £1m.

Northern Trust Asset Management Names Head of Strategic Accounts, Intermediary

He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence, and driving revenue growth.

Former Pictet exec appointed wealth head at $3bn Swiss shop

Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.

Bank Reichmuth strengthens its presence in Germany

His main focus will be the acquisition and management of private clients.

UBS Adds Market Director in Oregon

Cy Aleman will oversee all five UBS locations in the state from the Portland office.

HSBC promotions and new starters welcomed across islands

The promotions and moves form part of HSBC’s ongoing programme to support people with their career and professional development aspirations.

Investec wealth veteran exits Tyndall IM after one-year for rival

James Bowes-Lyon, who has been critical of the consolidation sweeping through the wealth sector, has joined Oberon Investments.

Amundi appoints head of distribution for China and Hong Kong

Marco Tang has been appointed deputy CEO of Amundi Hong Kong as well as head of distribution for China and Hong Kong.

Shweta Shah Promoted to a Senior Role at Nuvama Private Wealth

Her ability to build solid relationships with clients and colleagues has been a key factor in her success at Nuvama Private Wealth.

Waverton appoints George Bromfield as new Head of Adviser Solutions

Bellamy will remain with Waverton as Managing Director of Adviser Solutions as well as a member of the Waverton Management Committee.

Savvides gets his new start date at Jupiter

Alex Savvides’ move from JO Hambro will take place on 7 October, with Ben Whitmore sticking around at Jupiter until at least 31 October.

Executive Moves