Managers of Wealth

Former Brooks Macdonald AIM architect joins Rathbones

Scott Lothian joins Rathbones after leaving Brooks at the end of May.

Wealth manager appoints head of academy

He will be responsible for the nationwide academy management team which supports all new joiners looking to form part of the “partnership”.

Swiss Banker Invests in Fintech Firm

David Schmid has joined CAT Financial Group as a strategic partner and co-owner, both the company and Schmid told finews.com.

David Bowen joins EY as Partner in family office wing

Bowen arrives competitor Deloitte, where he worked for five years.

UBP hires Schroders fixed income head to lead alternative fixed income

Philippe Lespinard was head of fixed income at Schroders for 10 years.

Ex-UBS Banker to Head up Lombard Odier in France

At Lombard Odier he held various positions in the office of the operating chief for the private clients business where he led various projects on developing sales activities, operational efficiency and digital transformation.

Holborn Assets Names Asia Managing Partner

He began his career as a wealth manager at HSBC Private Bank, and was later a director at Capstone Financial.

Julius Baer Snags Top Hire in Asia From J.P. Morgan

The move is a coup for Julius Baer, which has considerable ambitions on the subcontinent.

Contemi Appoints Fintech Veteran

In addition to his directorship with Contemi, Martin serves as the President - APAC at Quantum Six, a specialist Banking advisory consultancy.

GAM hires from BlackRock

In the newly created role McFadyen will drive GAM's institutional business across Australia and New Zealand.

Head of sales departs Crestone

Crestone confirmed the departure and said a new appointment to the position would be announced shortly.

Ninety One hires new Greater China institutional head from RBC

Evelyn Xia is moving from RBC Global Asset Management to oversee the growth of the Anglo-South African firm's institutional business in the world's second-largest economy.

JP Morgan Private Bank names Borja Martínez-Laredo as Menat Managing Director and Senior Banker

Having guided the merger of two predecessor brands, Borja was integral in the financial restructuring and governance of the resulting company

Zug IAM grows investment team with ESG hire

Tramondo has hired Patrick Rissi to lead the firm’s ESG initiatives, stock selection and fundamental analysis.

Financial Software boosts team

Though we have yet to all meet in person, whilst we continue working from home, they have both made a great first impression.

Two senior promotions at TISE

As COO, whilst retaining oversight of listing services, Mr Andrade will head up a new Markets and Products Department.

Sarasin promotes thematic fund manager as it names two partners

Alex Cobbold, the firm’s head of research and ESG integration and manager of its Digital Opportunities fund, has been made partner alongside Hadley Simons.

BNY Mellon Wealth Management Appoints Barry Halpin as Regional Director in London

With more than 30 years' experience in the financial services industry, Barry has spent half of his career at BNY Mellon.

Mirabaud recruits head of Luxembourg

Mirabaud said it had also added additional people to its wealth management teams.

Rated ZKB real estate PM exits for boutique

+ rated Sekula joins from Zurcher Kantonalbank, where he has worked for over 25 years.

Executive Moves