Managers of Wealth

Indosuez Wealth Management, opens a branch in Portugal

This new step reinforces Indosuez’s position as a pan-European leader in wealth management and fully aligns with the Bank’s strategy to be as close as possible to its clients.

David Aird to leave Ninety One after 24 years

The former managing director of the firm’s UK business will depart his full-time post at the end of March.

Titan Private Wealth appoints joint CEO from Investec

He joins Titan from Investec Wealth & Investment, where he was divisional director and head of the Sheffield Office.

Former Evelyn Top 30 star joins Veritas Investment Partners

Sustainability specialist Kate Capocci returns to a full-time role about nine months after exiting Evelyn.

Dejan Arbutina new member of the management board

Dejan Arbutina has been working at Glarner Kantonalbank since 2011.

Reichmuth & Co continues to expand in Germany

Roestel also studied economics at the Christian Albrechts University in Kiel and is a chartered financial analyst and financial risk manager.

Liontrust appoints Head of UK Strategic Partners

Sophie joins Liontrust from Franklin Templeton

Citigroup wealth unit taps Weintraub from UBS to lead family office group

Fraser hired Andy Sieg from Bank of America last year to lead the wealth effort.

Irwin Mitchell Appoints New CEO To Financial Planning and Wealth Management Business

He has over 25 years’ experience of UK wealth management gained at institutions such as Seven Investment Management LLP, Lloyds Private Banking and Coutts & Co.

Saltus brings in new board chair to aid growth drive

Masojada’s career spans almost three decades

LOIM recruits senior sustainability strategist from Stonehage Fleming

Mona Shah will look to develop investing solutions working with the asset manager’s research teams.

Zurich IM's former investment head to lead ZKB's new private banking team

Petra Hoefer-Luetgemeier joined Zürcher Kantonalbank on 1 March.

French boutique to be sold to wealth management chief and employees

Emmanuel Pateyron of La Compagnie des Placements will take a stake in small and mid-cap specialist Erasmus Gestion alongside its staff.

Schroders Capital appoints Global Head of Business Development and Product

With his extensive sales and product development background, Ingo will spearhead Schroders Capital’s private markets fundraising efforts, engaging with clients worldwide.

BNP Paribas WM names new head of HK private investments

The French private bank has expanded its alternatives desk in Hong Kong with a former Credit Suisse hire to cover private markets.

Peter E. Bodmer Becomes New Chairman at Helvetica and Marc Giraudon Takes over the sole CEO Role

We're confident in Marc Giraudon leadership and our team's abilities.

$30bn Colony names new wealth management president

Sheila Ryan will oversee the Focus Financial Partners affiliate's 175 advisors.

Butterfield Appoints General Counsel Following Retirement

Given his relevant and extensive experience advising banks on legal and regulatory matters, Simon is a valuable addition to the Group.

Morgan Stanley names Jeff McMillan first firmwide head of AI

McMillan previously headed up the analytics, data and innovation unit within Morgan Stanley’s wealth management division

Praxis expands its global corporate services offering

The expansion is being led by Ava Fairclough, who has over 15 years of experience in the corporate services sector

Executive Moves