Managers of Wealth

Ex-Cazenove financial planning chief joins Irwin Mitchell AM

Austin was at Cazenove for 20 years and was involved in starting up the wealth brand before becoming head of financial planning and head of UK business development.

Indosuez Nabs Nomura Private Banker

Previously, he also worked for Rothschild Wealth Management and ABN AMRO Bank.

Chelverton Asset Management appoints assistant fund manager

Botting started his career in investment in 2014

Capital Group appoints Managing Director to its Swiss financial intermediaries team

Based in Geneva, Jeremy will be instrumental in strengthening and developing client relationships with financial intermediaries in the region.

Tilney Smith & Williamson hires investment manager

Joins from Charles Stanley

Natixis Investment Managers Appoints Global Head of Sustainable Investing

In her role, Nathalie will be responsible for driving Natixis Investment Managers’ ESG commitments across its distribution network, its affiliate managers and as part of industry-wide initiatives.

JP Morgan Asset Management equities trading technology chief departs for Barclays

Equities trading technology chief at JP Morgan Asset Management has joined Barclays Wealth Management as chief information officer.

Saffery Champness Bolsters Trust Unit With APAC Hire

She will join an APAC-focused team to play a central role

Swift appoints former Standard Chartered Ciso Cheri McGuire as CTO

Reporting directly to CEO Javier Pérez-Tasso, McGuire joins Swift at a pivotal time as it re-tools its cross-border messaging infrastructure to take on new challenges in digital payments.

Credit Suisse poaches HSBC's Orazio Tarda as global co-head of fintech

In his new position, Tarda will share the role with the bank's global head of technology, Brian Gudofsky, with a local reporting line to Credit Suisse Italy CEO Federico Imbert.

Ocorian appoints Head of Business Development - UK & Europe – Capital Markets

Hugo has worked in the capital markets space for the last 15 years and his commercial experience, expertise and client-focus will be instrumental in driving new business development for Ocorian in our expanding Capital Markets service line.

VP Bank Shuffles Asia Senior Management

Singapore head of private banking Karen Tan will continue leading the business unit, reporting to Rupf.

Tilney Smith & Williamson poaches Quilter Cheviot managers to boost IFA arm

He joined Quilter Cheviot in 2018 as business development manager in the firm’s Birmingham office, where he developed business partnerships with advisers.

Sionic Announces Mid-Year Promotions

We have celebrating our colleagues’ achievements and dedication to outstanding client service

Credit Suisse Snags Ex-Allianz Risk Expert

Previous risk chief Lara Warner left abruptly in April following the twin Archegos and Greensill debacles.

Credit Suisse Reinstalls Former Risk Executives

He is hiring back Valeriu Bajenaru, formerly head of enterprise strategic risk until leaving for Santander in May.

Global Wealth Management Welcomes New Medicare Specialist

She will be meeting one-on-one with clients to advise

Frontier appoints family office expert

Frontier said her family office background would be useful as the firm looked to expand into other areas such as endowment, wealth management and family office.

Senior appointments at Kleinwort Hambros

Kleinwort Hambros has made a number of senior appointments to its group and Channel Islands’ business.

Sionic Appoints ex KPMG Director Scott Lee

He joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG.

Executive Moves