Managers of Wealth

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

The team reports to Michael Armondo, Central Division Director.

Comings and Goings at the Alliance of Swiss Wealth Managers

Zug-based Tramondo Investment Partners is the investment arm of a multi-family office group founded over 40 years ago

Alexa Saunders appointed Head of Trusts and Private Wealth at Carey Olsen in Jersey

As the new Head of Trusts and Private Wealth, Alexa brings a depth of experience in advising on a broad range of both non-contentious and semi-contentious trust matters.

Stonehage Fleming appoints Carol Mote as Global Head of HR

She has also acted as a strategic adviser leading M&A transactions from a people perspective.

Former Jupiter EM manager joins Oldfield

Charles Sunnucks joins the value-focused boutique after leaving Jupiter in 2020.

Ex-GAM manager becomes sales manager in an investment boutique

The communication and marketing activities of the cooperation partner Alpora will also be integrated into the AMG funds, as can be seen from a statement on Friday.

ICapital preps tech hiring spree

The team is dedicated to providing cutting-edge technology

JPMAM makes series of portfolio manager changes

Effective 30 December

US asset manager Harding Loevner hires from Majedie as it eyes UK expansion

In his role, Clarke-Wilson will expand relationships with intermediaries in the UK and Ireland and help the firm evolve their investment areas.

Vestra Wealth founding partner departs

Christopher Verran had been with the firm since 2008, when UBS private banker David Scott founded its predecessor, Vestra Wealth.

Credit Suisse Elevates Thailand Private Banking Vet

Credit Suisse has appointed Edwin Tan as market group head Philippines, Thailand and Vietnam

Jersey's International Private Client and trusts team welcomes new members

They were recognised as the 'Best Legal Team' in the December 2022 WealthBriefing Channel Islands Awards, and are named in Tier 1 of the eprivateclient Top Offshore Law Firms.

Citigroup to launch search for new wealth management chief

Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.

Newton appoints co-heads to £11.9bn real return strategy

Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.

Christel Rendu de Lint to take over the management of Vontobel Investments

During that time, she worked on various research projects for the IMF, the UK Treasury and the Swiss National Bank, among others.

Evelyn Partners asserts Scottish ambitions with appointment of new Managing Partner

The news of David’s appointment comes on the back of three experienced practitioners joining the Edinburgh team and confirms Evelyn Partner’s ongoing commitment and growth ambitions in Scotland.

LGT Wealth Management hires lead portfolio manager for MPS

Adam Burniston joins

Simon-Kucher & Partners appoints partner in Zurich

Based in the Zurich office, she specializes in commercial excellence and monetization strategies for business services and outsourcing companies.

Mirabaud private bank expands equity research

She then earned an LLM from the University of London, gaining legal and compliance experience before joining Clariant and later Morphosys as Head of Investor Relations.

Lombard Odier Group reinforces team in Brazil with top-level hires

With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.

Executive Moves