Managers of Wealth

CIO of SSGA’s global equity beta unit to retire

John Tucker to be Promoted to Succeed Blake, and Karen Wong to Join as Global Head of ESG and Sustainable Investing

Coutts and 7IM duo join new Surrey wealth boutique

Ambitious growth plans

Ocorian appoint Global Head of Service Lines

He will work collaboratively with our client teams to set the strategy and identify opportunities for growth across all of our service lines.

Crypto Firm Tasks Ex-Julius Baer Banker in Growth Bid

Christine Schmid joins the Board of Bitcoin Capital AG

US wealth firm expands London office with senior hires for U.K. private client and charity team

These appointments will support the expansion of Brown Advisory’s international business

Citi Boosts Wealth Ambitions With Family Office Hire

The bank has yet to respond to queries from finews.asia about the hire.

Six-Person Advisor Team Joins UBS Private Wealth Management

In addition to JT, Angela and Sean, the team also includes Client Service Associate Jordan Sayer, Senior Wealth Strategy Associate Chris Carothers, and Senior Wealth Strategy Associate Tyler Baker-Williams.

Long-established central London law firm promotes within Private Wealth department

The appointments are effective from 1 June 2021 and demonstrate the firm’s strong commitment to growth and developing internal talent.

Charles Stanley appoints former Brown Shipley boss head of investment

Charles Stanley has promoted recent recruit and former Brown Shipley chief executive Ian Sackfield as managing director of investment management services.

Investec hires senior investment director from Julius Baer

Michelle White joins the firm from Julius Baer, where she was an executive director in London for three years specialising in providing services to US clients.

Former boutique boss joins Groupama AM as chief investment officer

Convertibles expert who launched own venture in 2013 joins French firm to aid growth plans.

Sarasin promotes two to partner

Prior to joining in 2017, Simons was the Division COO for Wealth Management at C. Hoare & Co

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.

Executive Moves