Managers of Wealth

7IM makes six platform hires as it targets doubling of AUM

Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.

Víctor Matarranz to step down as head of global wealth management at Santander, sources say

The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros

Santander Names Javier Garcia Carranza as Head of Wealth and Insurance

Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.

Citigroup executive responsible for implementing thousands of job cuts quits

Titi Cole, one of the most senior Black women in finance, departs, while outgoing PwC US head Tim Ryan joins bank

AA-rated bond PM leaves French boutique to join BNP Paribas WM

Julien Piris switches back to a mandate and selection-focused role after five years with Mansartis.

Melinda French Gates resigns from Bill & Melinda Gates Foundation

French Gates will officially step down on 7 June to begin the next chapter of her philanthropic work focusing on women and families

Avendus welcomes Apurva Sahijwani as MD & CEO of its Wealth Management business

Apurva joins Avendus with over 25 years of rich experience in private banking and wealth management.

Vanguard Announces Appointment of Salim Ramji as New CEO

Mr. Ramji succeeds Tim Buckley, who, as previously announced, will retire and step down as Chairman and CEO.

London & Capital Appoints Helen Butterfield As Executive Director

Helen specialised in addressing the wealth planning needs of European and US clients

Attivo hires ax-AFH operating chief

Mark Knowlton is now Attivo’s chief technology officer, while Charlotte Watson returns to Attivo as chief investment officer.

Evelyn Partners bolsters Bournemouth financial planning team with experienced appointment

Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.

Nucleus appoints two new Non-Executive Directors

They replace Judith Davidson and Kathryn Purves respectively.

HSBC AM head of World Selection funds exits

Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin

Indosuez CEO to join Degroof Petercam board after acquisition

Bank Degroof Petercam has conditionally nominated Jacques Prost, CEO of Indosuez Wealth Management, to its board of directors

WRISE Hires 29-Year Veteran from CITIC

Based in Hong Kong

Julius Baer Team Head Exits in Singapore

As of end-2023

Farro Capital bolsters its capabilities with 2 key hires

These appointments will enhance the team's client servicing and next-generation wealth capabilities as the firm rapidly grows to meet the demands of global families and ultra-high net worth individuals

Lombard Odier's Singapore private clients head departs

After over a decade, the bank's Singapore head of private clients and Asia Switzerland head is leaving the bank.

Wrise Group hires Greater China market head

Poly Cheung has 25 years of experience in wealth management and banking, including at China Citic Bank International and Citi.

Lloyds hires wealth and asset manager head from Investec

Tangwena Nelson will lead a new team providing operational solutions to Lloyds' wealth and asset management clients.

Executive Moves