Managers of Wealth

TISE announces promotions following milestone year

“These promotions are very well deserved and reflect the progression and commitment which they have shown in their roles during what was a milestone year for TISE."

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.

Nomura IWM’s managed solutions head joins FAB in Abu Dhabi

FAB Asset Management has hired the former Nomura IWM managed investments head as chief investment officer.

First Horizon Wealth Management Welcomes Eric Teal as Chief Investment Officer

He brings proven leadership

Lazard Asset Management Expands Credit Platform with New Head of Leveraged Loans and High Yield

Industry veteran Gordon McKemie joins to build leveraged loans capability and broaden income and credit solutions for clients

Marsh appoints Lisa Quest as UK CEO

She will focus on strengthening and expanding client relationships across Marsh’s four businesses

Skybound Wealth appoints Taylor Condon as Country Manager for Spain

The appointment reflects sustained demand from expatriates of multiple nationalities

Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors

Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board

Regional private banking chief joins Basel IAM

Ueli Moser spent 16 years at Aargauische Kantonalbank and was sector head private banking for the Fricktal region.

Reyl appoints DPM chief

Alexis Mansuy has worked for the private bank since 2023.

RBC Brewin Dolphin’s 40-strong Cardiff office appoints wealth manager

RBC Brewin Dolphin’s Cardiff office has been working with clients in Wales for more than 30 years, growing to 40 employees, including 14 client-focused wealth managers.

Boston Multi Family Office appoints new managing director

“Paul brings a wealth of experience and expertise and will add value to our business as we continue to grow in Jersey and the wider Channel Islands.”

Liechtenstein's Alvier Asset Management arranges succession

Thomas Handl hands over the reins to Christina Stach and remains a member of the board of directors of Vaduz-based Alvier Asset Management.

Alain Erismann will become a partner at Zwei Wealth

Alain Erismann holds a Master's degree in Investment Management from Bayes Business School in London.

Northern Trust Asset Management Appoints Gijsbert de Lange as Chief Innovation Strategist

He will support the adoption of these methods within Northern Trust Asset Management’s equity, fixed income and multi-asset strategies.

Julius Baer Group announces changes to the Board of Directors

He will be succeeded as Vice Chairman by Juerg Hunziker, subject to his re-election as a Board Director by shareholders.

New CEO at Prospera Invest

He began his career with early internship positions at UBS in Frankfurt and J.P. Morgan in Paris, before moving into M&A at Credit Suisse in Hamburg.

BlueOrchard appoints Lucas van Berkestijn as Global Head of Business Development

Reporting to BlueOrchard’s CEO Michael Wehrle, Lucas will play a central role in accelerating BlueOrchard’s global growth

Utmost appoints Tim Goodall as Head of Technical Sales – Singapore

Plans to strengthen the financial advisory channel proposition

KKR bolsters wealth ranks with strategic accounts head

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

Executive Moves