Managers of Wealth

Managing Director and Head of Channel Islands at RBC Wealth Management announces retirement

Since joining RBC in 2014, Ann Marie held a variety of senior roles in sales and relationship management, banking and custody to support clients’ needs and goals.

Saltus appoints Head of Relationship Management to Partnership Programme

Nick joins Saltus from YOU Asset Management and has previously held business development positions at Capital Asset Management and 7IM.

Zuger KB names equity, fixed income and multi-asset chiefs

Alexander Hunziker and Marcel Ok have assumed new positions following the restructuring of the cantonal bank’s investment office.

Canaccord Genuity Wealth Management appoints Stockbroking Director in Jersey

Ricardo Pereira has a background in private banking and is excited to be joining the Canaccord team.

Nucleus appoints platform directors to support new platform launch

Both will report to Nucleus Chief Operating Officer (COO), Steve Knight.

Praxis appoints former Digital Greenhouse lead to strategic project role

Lucy holds a master’s in Education and a postgraduate degree in Innovation and Entrepreneurship.

Indosuez bolsters GCC presence with hires and unique asset management services

Two senior hires boost Indosuez WM UAE private banking division, while the DIFC welcomes new External Asset Management services.

Singapore EAM Nets Former Deutsche Bank MD

Raintree is a Singapore-based external asset manager.

Abrdn’s head of absolute return departs after 18 years

Scott Smith, formerly a portfolio manager on Gars, has left the FTSE 250 asset manager.

EdenTree poaches Rathbones analyst for European fund

Lauren Smith will join the £743m Responsible & Sustainable European Equity team, after a stint at Rathbones covering global equities.

HSBC Holdings Plc Georges Elhedery appointed as Group Chief Executive

During his career he has worked in Asia, the Middle East and Europe.

London & Capital Private Investment Office appoints James Barrie as an Executive Director

James brings nearly a decade of experience working with Ultra High Net Worth (UHNW) individuals and families.

Another Evelyn director heads for LGT Wealth

Rory Whitmore will leave Evelyn’s Birmingham office in October, after nearly a decade at the firm.

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

LGT Wealth Management appoints three new members

Amdani joins the firm as a wealth manager with 14 years of financial services experience.

Crestbridge Family Office Services makes summer promotions

Niki is promoted to Senior Manager.

Julius Baer replaces retiring fixed income research head Allenspach

Zurich-based Dario Messi moves into senior role.

Alpha Quest Appoints Shankar Jha as Managing Director, Group Head.

He will manage investments for wealthy and sophisticated families and work on growing the firm's franchise.

Nedbank Private Wealth appoints new Executive Head of Wealth Management, Simon Gibbons

Simon will report to Stuart Cummins, CEO of Nedbank Private Wealth.

Generational Shift at Liechtenstein Wealth Manager

The Liechtenstein-based asset manager announced on Tuesday

Executive Moves