Managers of Wealth

Evelyn Partners Fund Solutions Ltd appointed ACD and Fund Administrator to Dowgate’s Cape Wrath Focus Fund

Appointing EPFL as ACD and Fund Administrator for Adam Rackley’s fund extends EPFL’s partnership with Dowgate Wealth.

Goldman Sachs AM bolsters fixed income team

He joined the asset management firm from J.P. Morgan, where he was a multi-sector fixed income portfolio manager with a focus on ETF portfolio management across indexed and active strategies.

Edmond de Rothschild appoints Switzerland CIO

Aurélie Tixerand, who managed multi-asset mandates at J Safra Sarasin and Union Bancaire Privée, has joined Edmond de Rothschild.

Fundpath makes two senior leadership appointments

The latest additions to the London-based Fundpath team follow a second round of funding with its venture capital partner Fuel Ventures

Quilter Investors hires new manager research analyst

Daniels joins Quilter Investors from Bordier UK, where he was an investment analyst focusing on equity, fixed income and alternative funds within the firm’s research team for over four years.

Neuberger Berman Appoints Simon Cheung to Spearhead Coverage of Single Family Office in Hong Kong and Southeast Asia

Simon reports to Greg Wu, Head of Institutional Client Group for Southeast Asia, Hong Kong, and Taiwan.

Reto Calonder to become Head of the St. Gallen branch and the Eastern Switzerland region of Julius Baer

Bank Julius Baer announces the appointment of Reto Calonder as Head of its St. Gallen branch and the Eastern Switzerland region. He will join the Bank on 1 December 2024.

Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York

Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.

JTC Bolsters Private Office Team with Jersey Head Appointment

A qualified lawyer, Kellyann has almost two decades of experience

Nedbank Private Wealth Welcomes Philip Legrand to its Jersey team

Philip joins Nedbank Private Wealth with 14 years’ experience in private banking and wealth planning.

Lighthouse Canton Strengthens Global Leadership, Bringing On Board Three Senior Industry Executives, Signalling Bold Growth Strategy

They will join the firm in the next couple of months post any relevant regulatory approvals, bringing with them a wealth of experience from the world's leading financial institutions.

Standard Chartered PLC announces update to Group Management Team

We need to constantly adapt our strategy to ensure that we remain relevant and can profitably satisfy the needs of our clients

Pictet WM’s sustainability chief exits to advise family offices and startups

Rosa Sangiorgio will focus on her advisory company RSG Impact Investing after her departure.

Julius Baer Guernsey expands UK Intermediaries team with senior hires

James also brings over 20 years of experience in Guernsey’s financial services industry

ABN AMRO convenes extraordinary general meeting to introduce new CRO

The materials, including the agenda and explanatory notes, are available on the ABN AMRO corporate website.

Shake-up at Edmond de Rothschild

Simultaneously, he was tasked with developing various products and services for the bank's clients.

BNP Paribas AM Hires Hong Kong Head of Insti Sales

He has over 20 years of experience

UK equity manager exits Columbia Threadneedle after three decades

Jonathan Barber’s departure represents further turnover in the team.

Tatton investment specialist head exits after seven years

Tatton says that it is in the 'final stages' of appointing a successor to Chris Robinson.

Private bank managing director returns to ex-employer after six months

Christian Rohr rejoined Assurinvest to manage mandates in July.

Executive Moves