Managers of Wealth

Lombard Odier IM appoints head of Stewardship

In her previous position, she advised Investec Asset Management as an ESG analyst on portfolio managers with regard to proxy voting and active shareholding.

BEKB proposes two members to board of directors

The bank also proposes to pay a dividend of CHF 8.40 per share, compared with CHF 8 the previous year.

LOIM hires Investec ESG expert as head of stewardship

Kaminker said: ‘Rebeca will play an important role in developing our future stewardship strategy. It will essentially help to implement the necessary changes in business models and practices of companies so that they can meet the sustainability chal

UK wealth management group hires financial planning partner for London office

As part of Tilney’s ‘dual expert’ approach, Ross will work closely with the firm’s award winning investment managers

ANZ axes 230 jobs, guts wealth business

It is understood that ANZ's remaining headcount in the two remaining wealth units would total fewer than 100 financial advisers.

Deutsche Bank Wealth Management names two additions to APAC lending team

The appointees are based in Hong Kong and Singapore, respectively.

Board Changes - Full Year 2019

Following these appointments, Schroders will have a majority of independent non-executive Directors on the Board

Raymond James scoops up $370M of advisors from Merrill Lynch, Wells Fargo

The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.

UK wealth manager names Irish CEO successor

Current chief executive will step down after 25 years at the company

FE fundinfo appoints new Head of Asset Management Sales

It’s an exciting time to be joining the company, not only with David and Hamish’s appointment, but also with the developments in our asset management offering in Europe.

Pershing’s Mark Tibergien to Retire at End of May

The company liked his work so much that it hired him to run the business in 2008.

Lombard Odier boosts convertible bonds team

Festa brings in-depth experience of credit analysis, security selection and risk mitigation to the team.

At UBS, An Ally Awaits Ralph Hamers

How Hamers plans to replicate this approach at UBS, where the average age in top management is 56, remains to be seen.

Wells Fargo AM strengthen European presence with five new senior hires

Each of these hires brings experience, expertise and perspective that align perfectly with where we are looking to build deeper connections with our growing client base.

Raymond James Nabs $190M Bank Unit

This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.

Partners Group proposes board of directors member as two exit

Partners Group has its headquarters in Zug and has CHF 89.5m in assets under management.

Jay Goffman joins Rothschild & Co as a Vice Chairman, Global Advisory North America

Jay is a global authority on restructuring

Sanlam hires from Charles Stanley as Brighton head retires

Sanlam UK has hired Lydia MacDonald as a portfolio manager in its Brighton office, as its current Brighton boss Tony Gammon is set to retire in April.

Eddie Clarke named as Brewin Dolphin Ireland’s next chief executive

UK investment firm’s Irish unit is also set to get a new deputy chief executive

Amar Joins Fiduciary Trust as VP and Trust Counsel

Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.

Executive Moves