Managers of Wealth

In her new role, Sophie will work closely with Oak’s CCO, Kate Clouston, to align marketing activities with Oak’s business goals and values.

LGT Group Foundation has appointed Helen Louise Heslop and Gunn Wærsted to its Foundation Board. They took office on 1 January 2024.

We’re delighted to have Louise on board.

She will now re-join the non-contentious side of the Private Client Team alongside Victoria Yates.

Prior to this, she worked for Capgemini Consulting.

Jonathan will continue in his role as Head of Fixed Income and will work with Will to transition to new leadership during the year.

He will relocate from the firm’s London office to Australia to take on the new role.

Eva Kalis joins from the Rijksmuseum, where she has worked for 24 years.

The asset manager announced this in a statement on Thursday

The asset manager is currently looking for a replacement for Michel Keusch.

In her new role, Candida will focus on ensuring that HSBC’s customers in Guernsey

Their promotions are testament to their hard word and dedication to Imperium and their own personal development.

Helen Ollivro has been promoted from Executive Director to Managing Director.

He spent four years with UBS Global Wealth Management and 19 years with Goldman Sachs Private Wealth Management.

The former HSBC market head will join Hang Seng Bank to head its private banking, Citywire Asia has learnt.

He will also join the Private Clients Executive Committee.

Bank Julius Baer appoints Thomas Blaser as new Head of the Berne branch as of 1 October 2024.

The new guy comes from Fisch Asset Management and has many years of experience with major banks.

The current advisory board and the members of the board of directors remain unchanged.

The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms