Managers of Wealth

Barclays announces key appointments in Global Macro

Jerry was previously Global Head of FX Options Trading at Barclays and is taking on this expanded role.

Schroders hires Tim Sargisson to run Benchmark Financial Planning

He had been chief executive of Sandringham since 2015 and before that was chief executive of James Hay where he was involved in its sale from Santander to IFG Group.

Fairstone appoints CFO amid finance team reshuffle

Fairstone has over 50 locations across the UK with a head office in Newcastle and a large London presence in its City office.

Bank Syz hires ex-Goldman banker to lead Middle Eastern business

The new hire joins as an equity partner and brings many years of experience working with wealthy clients in the region at Goldman Sachs and UBS.

Annual Conference of SSF And Christine Gugolz joins SSF Board

In addition, SSF members elected Christine Gugolz, an experienced sustainability specialist from UBS, to its board.

Wealth Wizards CEO joins advice-guidance review working group

The review will enable the Treasury and FCA to gather a detailed understanding of how the boundary is operating and what the impact is on consumers.

BNP Paribas Streamlines Asia Wealth Leadership

In the role, Lee reports to BNP Paribas Wealth Management APAC CEO Arnaud Tellier as well as BNP Paribas Hong Kong CEO Hugo Leung.

LGT Wealth India hires two from Credit Suisse India

LGT Wealth India has made two former Credit Suisse hires, amid ongoing integration with UBS.

GBST creates global cloud infrastructure role to shape its Software as a Service strategy

Previously, Ross was Head of Infrastructure at Bravura, where he developed the cloud proposition and worked with multiple clients to direct their transition to cloud technology.

PineBridge Investments Appoints Mick Sweeney as Chief Executive Officer, EMEA

As part of his role, Mr. Sweeney also serves on PineBridge’s global senior leadership team.

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.

Mirabaud strengthens its wealth management division in the UK market

These new hires represent the latest part of Mirabaud Group’s expansion strategy to provide a strong commitment to its UK wealth management clients.

Impax announces new co-portfolio manager for Asia funds

He joins the sustainable investment specialist from Macquarie Asset Management as long-term successor for David Li, who died last year.

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Gregg and Jason are joined by Client Service Associate Saba Lak.

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

AssetCo CEO Campbell Fleming exits after ‘extremely demanding 20 months’

Fleming will not be replaced, as Martin Gilbert and Gary Marshall take on his responsibilities.

LGT Wealth India’s hiring continues

At LGT Wealth India, he will be primarily responsible for managing all fixed income investments and developing debt PMS strategies.

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

AA-rated long/short equity duo exit Liontrust

Ex-Majedie PMs Matthew Smith and Tom Morris have announced their resignation from the company, with the experienced pair set to take on fund.

Executive Moves