Managers of Wealth

InvestCloud CEO John Wise steps down

The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.

Rathbones bolsters investment team in Winchester with new hires

The new team will report to Ian Hardcastle and Justine Peck, investment directors in Winchester.

Suntera Global promotes more than 40 staff across the globe

43 individuals promoted across seven jurisdictions, including a number at senior level

Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro

Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.

New manager takes over Columbia Threadneedle ‘dog’ fund

Todd King has been quietly promoted to take over the CT UK Equity Opportunities fund after Jeremy Smith stepped up to become co-head of UK equities last year.

Zurich boutique names private markets specialist as CIO

Nadir Maruf will be developing ThomasLloyd’s sustainable investment strategy in key target markets in the Asia-Pacific region.

Lazard Welcomes Two Managing Directors in Restructuring & Capital Solutions

Sanjeev is based in New York and joins Lazard from FTI Consulting, where he most recently served as Head of Senior Lender Advisory.

Bernstein Private Wealth Management appoints Head of Investment and Wealth Strategies

He will lead a national team of strategists across investments and wealth planning

Battered CIC Bank Switzerland Has a New Executive Board Member

Last December the bank fired long-time CEO, Thomas Mueller. CIC chairman Eric Charpentier cited differing views over the strategic direction of the bank as the reason for the dismissal.

Bank CIC adds to executive board

COO Matthias Kälin joins the bank's executive committee. The bank recently appointed a new CEO.

Société Générale Expands Top Management in Switzerland

Sabiaux joined Société Générale Group in 2009 in the General Inspectorate, heading various units including retail banking in France and abroad and investment banking.

Geneva boutique NCM appoints antifragile investments PM

Nicolas Ganne joins from brokerage firm BGC Partners, where his roles included derivatives trading.

abrdn cuts 27 from multi-asset team as part of investment process redesign

‘Need for change’

BlackRock veteran and equities co-CIO Nigel Bolton to retire

The industry stalwart will step down in the summer after nearly four decades in investment, Citywire Selector understands.

Titanbay Appoints Abrdn's Stuart Mcglynn as head of Intermediary Sales

McGlynn joins Titanbay after 24 years with global investment firm abrdn

Lombard Odier hires Bobby Chana as Senior Banker

He will provide access to the vast resources across Lombard Odier in both portfolio management and wealth planning - which includes combining local GCC expertise and the global strength of colleagues within Lombard Odier.

Edmond de Rothschild Appoints Head of Swiss Markets

In doing so, the firm is promoting an internal talent who joined the bank in 2008, to support the further development of the private bank in Switzerland.

JP Morgan Private Bank hires UHNW team lead for southeast Asia

Kenneth Yeo joins from Lightouse Canton, where he spent just three months.

Oppenheimer Hires Michael Cella As U.S. Head of Consumer

Cella joins Oppenheimer with nearly 20 years of banking experience.

Ocorian promotes Tania Mohacs to Chief Commercial Officer

Tania, who joined Ocorian in 2019, is based in London and was previously Head of Regulatory, Legal and Compliance at Ocorian.

Executive Moves