Managers of Wealth

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

Vontobel unit head joins Top 50 IAM as partner

Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.

Luca Derlin named head of international markets at Quintet Luxembourg

Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.

Rothschild & Co appoints UK Head of HNW Wealth Management

In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.

Wealth management firm unveils senior appointments

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

JPMorgan Private Bank Names New South Region Head

He will work with Clinton Warren, who was named head of investment and advice for the South region last May

Former HSBC GPB Asean market head to resurface at JP Morgan

The senior market head is expected to continue to cover Southeast Asian markets at the American private bank.

JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says

Bryon Lake will join GSAM this summer as a partner in a broad role

New appointments in Intesa Sanpaolo’s Wealth Management Divisions

The new Wealth Management Divisions structure headed by Tommaso Corcos

Quilter hires Simon Durling as investment director

He will report into Andy Miller, lead investment director.

CIO exits J Safra Sarasin's CHF 22bn London boutique

Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

Quilter Financial Planning appoints senior relationship manager to enhance AR development

She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.

Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals

New York-based Bomar will join the German lender in July,

Pictet AM Adds Investment Manager in Hong Kong

She brings a wealth of investment expertise and knowledge in global sectors.

Investment solutions chief to exit GenTwo

Theodoros Giannakopoulos is leaving GenTwo at the end of June.

Investec Real Estate promotes Goolab to private client lending head

Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.

Pictet WM recruits Pimco partner to head investment offering

Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.

RCBC appoints new head for wealth management group

RCBC said the appointment may still be subject to Bangko Sentral ng Pilipinas or other regulatory approvals.

Executive Moves