Managers of Wealth

HIGHVERN celebrates group wide promotions

The organisation, now located in six jurisdictions, has recognised the contribution and efforts of team members across its funds, private wealth and support services.

Quant investment advisory names ex-UBS and Julius Baer PM as partner

Urs Winzenried takes senior position at venture that was first started in December of last year.

State Street Appoints Ireland Country Head

Most recently, she has been responsible for the global delivery operational groups and served as interim head of State Street Funds Services (Ireland) Limited.

Brooks Macdonald CIO Edward Park exits

Edward Park is set to leave Brooks Macdonald after 15 years with the firm.

StanChart Hires Former HSBC Private Banker

He was most recently at HSBC as an international manager who worked in the UK and Europe, Middle East, North and South America as well as Greater China.

BNP Paribas AM Names Indonesia Head

BNP Paribas Asset Management appoints Maya Kamdani as president director of PT.

Former Majedie global equities head to leave Liontrust

Tom Record has stepped away from his portfolio management responsibilities and will leave the UK-based asset manager at the end of the month.

SGKB senior client advisor to become Liechtenstein managing director at Vaduz IAM

Oliver Noggler spent more than 22 years at St Galler Kantonalbank.

FNZ overhauls management following raft of senior departures

FNZ’s head of platform delivery and CFO are among those leaving the tech giant in an overhaul of its leadership.

Zurich adviser names new head of investment advisory

Thomas Hirzel is Ameliora Wealth Management’s new senior portfolio manager and head of investment advisory.

Unconstrained bond PM exits UBP to take client-facing role at Pictet

Fund manager leaves after six years with the group.

French investment & wealth management boutique chief quits

Guillaume de Lamaze has left his role as president of Groupe Forward to be replaced by CFO Anthony Rivares.

Evelyn Partners strengthens Leeds investment management team with experienced appointment

She specialises in managing investments for private clients and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Fairway appoints new Director to Private Client team

Her private banking background means that she has a wealth of knowledge and experience in the corporate governance of structuring for high-risk and high-profile clients.

Financial Gravity Welcomes New Family Office Director Alan Scher

As the founder of Scher Group, Alan has over 30 years of tax and accounting experience.

BNP Paribas Nets Ex-CS Banker in Hong Kong

Based in Hong Kong, he will be involved with strategic equity collaboration with global banking and wealth management coverage teams in the region.

SEI Announces Wayne Withrow to Step Away

SEI will conduct a search internally and externally for Withrow’s replacement.

Guggenheim Investments Appoints Chief Investment Officer, Fixed Income for Guggenheim Partners Investment Management

He will continue to report to Anne Walsh, Chief Investment Officer for GPIM.

Alison Rose’s name axed from government report after Farage debanking scandal

Dame Alison was forced to step down from her role leading the annual review in July in the wake of the scandal over NatWest’s handling of Mr Farage’s account.

Macquarie Asset Management makes strategic hire to support growth of Private Credit business

He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.

Executive Moves