Managers of Wealth

Tricor makes three key appointments to kick off the new year

Gary Tok and Jennifer Ngai join respectively as Group COO and Executive Director, while Richard Beattie has been named as the new CEO for Australia.

Maitland Grows London Business Development Team

The expansion of our BD team in London will further enable us to develop our product set as we continue to grow our footprint across Europe.

SEI Names Director of Investment Strategy in Canada

She was responsible for providing advisory and investment management services to institutional clients in Canada and U.S.

First Republic Adds Wealth Management Team in Florida

The addition of this successful group of wealth professionals further expands our capabilities in South Florida and will allow us to introduce more clients to First Republic’s unique brand of exceptional client service.

UBP appoints new Head of Sales for Nordic region

She will be part of the team responsible for growing and evolving UBP’s product offering amongst the Nordic states

BNP Paribas announces senior executive appointments

Appoints José Placido CEO of CIB Americas and Sandrine Ferdane Global Head of FIC.

BlueBay AM bolsters EM team with EM illiquid appointment

Before joining BlueBay, Mihai was a founding partner for the credit strategies at Helios Investment Partners, an EM private markets investment manager.

Aberdeen Standard appoints business development director in Spain

Álvaro Antón Luna, Aberdeen Standard's Iberia country head, said: "Moreno will play a key role in the development of the firm's commercial strategy and in the growth and consolidation of its business in Iberia."

Schroders appoints Deputy Head of Credit for Europe

“This, combined with Julien’s experience in quantitative investment techniques, adds to the considerable strength and depth of Schroders’ credit capability.”

GAM hires research head for alts division

Giovanni’s expertise and knowledge in manager research and portfolio management will further strengthen our distinctive client offering.

Indosuez WM Names Hong Kong CEO

While in charge of Indosuez Group’s mergers and acquisitions between 2016 and 2018, Livenais oversaw the firm's acquisition of Crédit Industriel et Commercial’s (CIC) private banking operations in Asia in 2017, which has since boos

Sarasin Asset Management hires US specialist

The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.

Strategic Wealth Partners Names New Principal

Tom Buhrmann Becomes the Firm’s Seventh Principal

Evercore Wealth Management announces senior appointment

Mr. Beck is based in New York and reports to Jay Springer

Private Banking Heavyweight Exits China Merchants Bank

Wang was instrumental in China Merchants Bank’s rise in wealth management since its launch in 2007.

Lombard Odier Bolsters Alternatives Platform

The fund manager will take from almost all investment classes and products to pursue his strategy.

Fidelity Bank adds vice president working with high net-worth customers

He most recently was a regional retail manager for 19 months at Equity Bank, and for 14 years before that was a regional manager at Sunflower Bank.

Ex-UBS chief economist to work with former GAM pair’s new firm

Magnus was also a keynote speaker at Citywire Montreux 2013

Former Syz AM PM joins Geneva wealth manager

He also held positions at Unigestion and Royal Bank of Canada.

WM hires Zurich CEO as it plans to open regional office

Steinherr has worked in investment banking for 20 years, most recently as managing director and regional head of distribution for UBS Investment Bank in the global market derivatives division.

Executive Moves