Managers of Wealth

European private banking chief exits Barclays in restructure

Gerald Mathieu, whose former roles include CEO of Switzerland, is leaving the British banking group.

Santander PBI Adds Felipe Herrmann as Senior Investment Advisor

He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate

Lazards opens Copenhagen office, appoints MD and CEO

Jensen will work closely with Gustaf Slettengren and Victor Kastensson, based in Sweden.

Former EFG senior exec joins StanChart

The former Edmond de Rothschild Middle East and North Asia CEO has now resurfaced at Standard Chartered Private Bank, based in Dubai.

Britta Roden becomes Head of Research Real Assets at Swiss Life Asset Managers

In this role, she will contribute her extensive experience in real estate and infrastructure research and be responsible for further expanding research expertise in the real assets sector.

Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive

His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

M&G Wealth platform CEO joins consultancy firm’s board

He is joined by Kate Webber, chief solutions and technology officer at the Principles for Responsible Investment (PRI), whose career spans product and strategy leadership at Northern Trust, Calastone and BNY Mellon.

Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

She will work closely with clients and colleagues to deliver innovative and tailored solutions that reflect the increasingly global nature of wealth management today, aligning with the business’ long-term growth strategy in the UK.

Bauer exits M&G for fixed income role at RLAM

Joins RLAM as fund manager after 13 years at M&G

Finli hires new chief commercial officer as Goldthorpe stands down

He will continue to serve on the firm’s executive committee as well as being engaged in various leadership forums.

Self-regulatory organisation names new president

Peter Lutz, the SAV/SNV's long-standing president, will pass the baton to Nicolas Ramelet.

Suntera Global strengthens Africa-focussed Private Wealth offering with senior appointment

Based in our Jersey office, Chad will play a crucial role in nurturing opportunities and growing our private wealth offering in the African market.

Peter Røder Lauridsen appointed new country manager in Denmark

He has worked in many positions since joining the bank in 2000, first in Denmark and later in Stockholm.

BBVA Global Wealth Advisors Adds Gastón Guerrero Betanzos as Financial Advisor in San Diego

He will serve clients from Mexico

Johnston Carmichael Wealth appoints new financial planner in Inverness

He will manage a portfolio of both individual high-net worth and corporate clients, developing planning strategies to help them secure their financial goals.

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.

Aldermore Bank chief Cooper to run wealth manager Fairstone

Backed by investors including TA Associates, Fairstone has roughly £20bn of assets under management, and a client base of more than 120,000 people.

Jupiter appoints new CIO

Ex-RLAM CIO Piers Hillier named as active manager seeks to build business momentum

Amundi appoints alts business development chief

De Casson’s roles at Lyxor included being the head of global product range.

Northern Trust Appoints Global Head of Product Management for Asset Servicing

She leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients

Executive Moves