Managers of Wealth

Oddo BHF hires trio of UBS consultants

The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.

VG Announces Four Mid-Year Career Promotions in Private Wealth and Corporate

Stuart Andre who specialises in real estate and Islamic Finance in VG’s Corporate Administration team, becomes a Manager.

Close Brothers Asset Management welcomes new managing director for Scotland

He has also held senior management positions at NatWest and Lloyds Banking Group where he was responsible for providing financial advice to key high-net-worth individuals.

Newly-Created Fortis Wealth Advisors Joins NewEdge Advisors

NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.

Laura Padovani to join Deutsche Bank’s Management Board as Chief Compliance and AFC Officer

She will be responsible for Compliance and Anti-Financial Crime (AFC) and will also become a member of the Management Board, effective July 1.

Ex-Smith & Williamson CEO David Cobb parts ways with Evelyn

Cobb steps down after nearly forty years with the business, during which time he oversaw the merger of Smith & Williamson with Tilney that created Evelyn.

GAM’s former investment chief resurfaces in new CIO post

David Dowsett reappears at London-based speciality insurer.

Barclays Private Bank appoints head of DPM Singapore

Ong Shun Wei joins from Credit Suisse Asset Management and also previously worked at Goldman Sachs Asset Management.

JPMorgan Private Bank Names Nazim Ali Head of Tech for Asia

Ali is based in Singapore and will report to Tomas Pierucci, head of international tech disruptors and Harshika Patel, chief executive officer of the Asia private bank

Carolyn Leng Joins CGS International as Managing Director, Group Head, Private Clients

In her new role at CGS International, Carolyn will focus on developing economic models for M&As and capital-raising transactions, enhancing product offerings, and ensuring superior client satisfaction.

Oakglen Wealth appoints Jersey Managing Director

In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart.

Bank Avera: Promotions

The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024

REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.

Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.

Financial Services Group GSB launches debt and equity capital markets division: GSB Capital

Grant Bergman heads up the new division as Global Head of GSB Capital

Stonehage Fleming Appoints Pran Naidu As Senior Analyst in Global Best Ideas Equity Team

Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.

Crestbridge Family Office Services strengthens senior central team to sharpen focus on growth

The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business.

FNZ appoints Enrique Sacau as CEO for Europe

Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic expansion

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

Executive Moves