Managers of Wealth

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.

Quilter Investors adds to manager research team with new alternatives role

The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.

Zurich private bank Rahn+Bodmer has to say goodbye to partners

He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.

Wealth manager appoints COO

He has over 20 years’ experience across operations, technology and change.

Insignia Financial: Appointment of Scott Hartley as CEO

Scott will commence in his role as CEO on 1 March 2024 and will join the company from 26 February 2024.

BlackRock appoints Aussie head, builds out NZ business

This comes as the global fund manager prepares to open a New Zealand office.

Executive Moves