Managers of Wealth

Quilter appoints two new firms to its advice network

The business specialises in providing bespoke and comprehensive wealth advice for high net worth and ultra-high net worth clients across the sports, media and entertainment sectors.

Utmost Wealth Solutions Appoints Head of Wealth Protection for Spain and Latin America

Diego brings over 25 years of experience in financial advisory services

Another Big Bank Veteran Joins Lombard Odier

He reports to Marc Giesbrecht, deputy chief investment officer (CIO) under CIO Michael Strobaek.

Quilter adds pair of firms to adviser network

Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join

Coutts hires former Hawksmoor Top 100 star James Clark

Clark will join the wealth manager’s fund research and investment strategy team.

Rathbones appoints another Brooks veteran in London office

Charles Williams will join former colleague Matthew Fry in the firm’s London office.

On the Move: J.P. Morgan Private Bank Welcomes James Donovan

He delivers J.P. Morgan’s word-class capabilities

Wecan Group appoints former UBS banker as CEO

His career also includes the major bank UBS.

Erik Karanik Named Head of WIM Independent Solutions

In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.

Stratos recruits $700m former Osaic affiliate

Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.

Schroders strengthens Nordic client team with new hire

He will be based in Stockholm and will report to Henrik Jonsson, Head of Nordic Region.

HSBC AM appoints Iberia ETF sales head from Santander AM

Marta Bretones spent 18 years at Santander AM

BBH appoints six general partners

Their appointments support the recent growth of the firm, natural leadership succession and ongoing new product innovation and rollout.

Changes in the board of directors of Migros Bank AG

The step is due to her career change to Deutsche Bank.

Former Julius Baer Banker Joins Azura to Lead Singapore Business

Azura opened its Singapore branch in 2020

Hargreaves Lansdown appoints chief digital and technology officer

The firm wants to continue its digital transformation.

Nomura AM equity chief quits for Sarasin & Partners

Tom Wildgoose is to join the thematic-focused UK boutique as a senior portfolio manager in the global equities space.

Bonhôte adds ex-BNP Paribas exec to senior management

Kim-Andrée Potvin joins Bank Bonhôte after recent years working at boutique firms, but with almost 17 years at French giant BNP Paribas on her CV.

BNP Paribas Appoints Custodian Veteran

In the role, he will be responsible for strengthening the offering including securities lending, foreign exchange services, triparty collateral management and financing.

Oberon recruits wealth entrepreneur for Smythe House arm

Adam Young, who has founded two wealth businesses in his 30-year career, joins as private office director.

Executive Moves