Managers of Wealth

Julius Baer Guernsey appoints New Head of Booking Centre

After working at ABN-AMRO for 12 years, Sonia began working at Julius Baer in 2012, where she has been since.

Canaccord appoints David Muncaster to newly-created group head of distribution role

Muncaster moves from role as head of distribution

Group CEO Noel Quinn to retire

The Board has begun a formal process to find a successor

Change at the top of the VECO Group

He joins the Board of Directors

Close Brothers makes its 20th Investec Wealth hire

Tom Squire will join the firm’s London Mayfair office as senior investment director.

Cazenove Capital announces appointment of new Portfolio Director

Harry Jack joins Cazenove Capital following a career spanning 19 years at Schroders

Former Lombard Odier CIO resurfaces with advisory effort

Stéphane Monier launches new operation to help guide family office investments.

Value Partners CEO Resigns

Wong has three decades of experience and first joined Value Partners in 2021.

Banque Heritage names new chair in board update

The private bank also announced an uptick in profits.

Royal London Asset Management announces team restructure

The funds will continue to be managed in line with their objectives and restrictions.

Edmond de Rothschild increases presence in real estate investments

Edmond de Rothschild has hired three experts to develop its real estate investment management offering in Europe.

Susanne Kundert as the new head of systems

Susanne Kundert has more than 20 years of experience in the financial industry, with the last 15 years focused on the development and portfolio management of sustainable investment solutions.

ZKB poaches global equity outperformer from boutique

Vincent Lagger has also managed emerging markets funds for GAM.

Ex-Odey partner exits Lancaster IM after five months for Argonaut role

James Kostoris will lead a new three-strong distribution team at Barry Norris’s firm.

Thomas von Hohenhau becomes the new advisory board at Everon

His role will be to provide the company with technical and strategic support in the future.

RBC Brewin Dolphin veteran joins former colleagues at Brooks

Ceri Hill becomes part of Brooks Macdonald’s Cardiff team, reuniting with Martin Gierach and Andrew Lewis, who also came from RBC Brewin Dolphin.

EFG International announces the appointment of Yves Maas as Chair of the Board of EFG Bank (Luxembourg) S.A.

Yves Maas is a highly respected figure within the European banking industry.

Nick Mangan Joins UBS Global Wealth Management as Head of Private Clients in Jersey

As Head of Private Clients, Nick is leading a team of talented Client Advisers to grow and develop what is an already strong local franchise with private clients, trust companies and family offices.

Barclays Wealth asset allocation head Jean-Paul Jaegers departs after six years

The news follows Barclays recently naming Sasha Wiggins as CEO of its private bank and wealth management division.

The Private Office promotes ex-Close man to investment director

Daniel Douglas-Wright is confirmed as investment director at the Leeds-based wealth manager.

Executive Moves