Managers of Wealth

Suntera Global Bolsters Jersey Team with Client Services Director Appointment

Global financial services provider has announced appointment of new Director within its Jersey Private Wealth team to support continued growth.

Liontrust hires sustainable investment analyst duo from Ninety One and abrdn

Connor Godsell and Linnea Bengtsson

Janus Henderson taps ex-Fidelity head of APAC equities research for China role

Victoria Mio joins

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

Itaú Private Bank fortifies its global structure

Itaú Private Bank enhanced its global framework and employed a fresh hire

Hurst Point Group Year End Update And Announcement Of A Group Reorganization And Personnel Changes

The Board has expressed its sincere gratitude to both White and Kerrison for their hard work and contribution to the Group.

JTC Promotes Mark Fleming to Jersey Private Client Head

He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.

Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business

In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.

SGKB hunts for new boss for 10-person private banking team

The Zurich-based role will help expand the bank’s business with wealthy international clients.

Investec names ESG lead for alternative investments

Alicia Forry promoted

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

The move does not appear to reflect a change in recruiting strategy at Merrill

Sedulo Wealth recruits Leeds financial adviser

Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.

Mirova appoints Head of DFI

He will contribute to the development of Mirova with public and philanthropic investors

UBS also promotes Credit Suisse bankers to the top squad

Compared to last year, slightly more women advanced to the top positions, with 30 percent of those appointed.

Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit

Street Talk understands Shaws has signed on three more MSWM advisers.

Barings builds out local team

Baird joins from Income Asset Management Group, where he led its asset management business.

Evelyn Partners strengthens East Anglia team with experienced investment manager appointment

Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.

TKB’s international private banking chief vacates role

The bank has been looking for somebody to replace Andreas Scherf in the role after he moved to a senior business development position within the company.

Lombard Odier Investment Managers names head of France

She replaces Frédéric Cruzel, who has retired after 12 years at the firm.

Unlimited liability partner steps down from Zurich private bank after accident

André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.

Executive Moves