Managers of Wealth

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

New MD James Wiseman to lead strategic growth at Praxis Guernsey

James, who was educated in Jersey and spent the first 20 years of his financial services career there, has returned to the Channel Islands with his family.

Island's financial regulator chairman retires

In its proposal for Mr Aspden's potential appointment, P&R said he was a financial professional with vast experience.

Head of Zurich's Oldest Private Bank Steps Down

Eric Steinhauser resigns from his role as CEO of Rahn+Bodmer and departs from the company.

Federal Council appoints Chairman of SNB Governing Board

He previously worked in various positions at the SNB

Close Brothers CIO and head of bespoke exit firm in restructure

Robert Alster and Giles Marshall leave as the company enters ‘a new phase of strategic development’

KKR private wealth director leaves

Andrew Cocks has left KKR, after joining the firm from Blackstone in 2021.

Barclays Private Bank Hires Ex-CSAM Duo

Barclays Private Bank has appointed Ong Shun Wei as head of discretionary portfolio management (DPM) Singapore

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

François Reyl becomes Member of the Bank’s Board of Directors and Chairman of its Strategic Committee.

HSBC nabs StanChart's global wealth and retail COO

HSBC has hired a Standard Chartered COO veteran to be its new COO.

Emirates Family Office Association appoints new executive director

As Executive Director, Aisha will work closely with stakeholders to drive the growth and value proposition of EFOA.

Syz Group: CFO Departs, Successor Not Yet Found

Alexandre de Montbas, who took on the role of CFO nearly three years ago, has left the Syz Group.

Khan and Karofsky Leave Their Mark on GWM

Their goals include fostering increased growth, enhancing quality, and boosting productivity.

Banque Audi Suisse CIO and investment specialists exit

Youssef Kamel departed the firm alongside Thomas Decoopman and Alexandre Chichery, the latter of whom has moved to QNB Group.

Michael Buchholz joins Liontrust as Head of Distribution for Germany

The appointment of Michael is part of Liontrust’s expansion in Europe

Coller Capital appoints David Hallifax as Head of Australia and New Zealand Private Wealth Distribution and opens Melbourne office

The office will be the firm’s strategic hub for our Private Wealth Secondaries Solutions (PWSS) business in the region.

Janus Henderson's Asia sales team 'complete' after Citigold hire

San Lo John, previously head of Citigold Investment Consultants, joins as director, intermediary sales.

Standard Chartered expands global DPM team, adds to fixed income capability

Their combined expertise will add significantly to Standard Chartered’s DPM capability.

Executive Moves