Managers of Wealth

F.L.Putnam Expands Ultra-High-Net-Worth Offering with Key Hire

Stephanie Bruckner brings 18 years of investment experience with deep family office expertise

Progeny appoints ‘Chief of Staff to CEO’

In the new role, Freya will expand her responsibility for managing relationships at a senior level, overseeing governance and management information, ensuring effective communication between management tiers and supporting the CEO with strategic thinking.

BNY Mellon Pershing Appoints Colin Murphy as Chief Commercial Officer in EMEA

In his new role, Colin will lead BNY Mellon Pershing’s commercial teams in EMEA, including Sales, Relationship and Product Management for our businesses in the United Kingdom, Ireland, the Channel Islands and continental Europe.

Zurich wealthtech firm Swissquant names CEO

Hans Otto Engkilde will help drive Swissquant Group’s expansion into European and Middle Eastern markets.

Private debt specialist becomes a private banker in Geneva

Miguel Osterroht previously worked for an alternative investments firm in Brazil.

Maples Group Expands Fiduciary Services Team in Jersey

These strategic appointments reflect continued demand for the establishment of specialist Jersey-domiciled corporate vehicles and management services, within sophisticated cross-border financial structures.

CIMB Singapore’s private banking head of sales resigns

The bank did not respond to Citywire Asia’s request for a comment

abrdn Appoints Rene Buehlmann Sole CEO of Investments

abdrn also said that he would be supported by Peter Branner, who joined as its new chief investment officer in May.

Man Group appoints Robyn Grew as next CEO as Luke Ellis announces retirement

She has significant operational and financial services experience as well as a strong track record of demonstrating strategic vision and leadership.

Stonehage Fleming announces senior hire in Guernsey

Her professional memberships include STEP, ACTAPS and the Chancery Bar Association.

Ocorian strengthens Capital Markets team

Previously she worked in recruitment for law firms and debt fund clients in the UK and the Middle East.

Evelyn Partners continues London team expansion with experienced financial planner appointment

Her expertise includes lifetime cashflow planning, tax-efficient investing, financial protection, pensions, retirement planning and succession planning.

Zurich real estate asset manager hires CIO

Katherina Reimann is the new CIO at Quantus and has also joined its executive board.

Invesco multi-asset head Clive Emery exits

The Summit Responsible Range of funds will continue to be managed by Richard Batty and David Auijla.

Credit Suisse private banking trio joins Julius Baer

The three private bankers joined Swiss group Julius Baer this month after three years at Credit Suisse.

Impact boutique appoints Asia veteran as new portfolio management head

Swiss group follows up recent recruitment of chief investment officer with another senior hire.

Schroders : announces changes to responsibilities in its Wealth Management leadership team

Peter Hall will continue to oversee Schroders' global wealth strategy and to chair the Cazenove Capital and Benchmark Capital boards.

Former SVB Private CIO Joins Neuberger Berman Private Wealth

Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens.

Morgan Stanley Wealth Management co-head out the door

after long-standing boss Ian Chambers hung up the boots.

M&G advice firm recruits more ex-Abrdn figures

Abrdn’s ex-advice director Neil Messenger has hired two of his former colleagues for his new venture.

Executive Moves