Managers of Wealth

Broadridge exec Vijay Mayadas named new Rimes CEO and president

Brad Hunt, who has served as CEO and president of Rimes since May 2021, will now move to a non-executive vice chairman role.

Andrew Corlett OBE

He is a non-practising English Solicitor and Manx Advocate and is a past President of the Isle of Man Law Society.

Former Credit Suisse Banker Joins Multi-Family Office

In the role, he will spearhead efforts to deliver tailored private wealth management solutions and related services for ultra-high net worth individuals as well as for their families and businesses.

Fairway Group appoints Funds Client Director

Before joining Fairway, she established and led the Jersey office of a leading litigation funder for almost a decade, acting as director for corporate entities across Jersey, Luxembourg, and Malta.

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.

Executive Moves