Managers of Wealth

Evelyn Partners names Bids Mahvelati as new Chief Operations Officer

At Evelyn Partners he will lead cross-functional change programmes, client journey changes, tech, data, security, operations, M&A, strategy, and central services.

Monaco-based UHNW and family office specialist joins Ogier's award-winning private client team

Andrew has more than 30 years' experience supporting families in the region and extensive knowledge of the needs of private clients around the world.

Oakglen Wealth adds Jack Harris to London investment team

Jack Harris joins Oakglen Wealth from Quilter Cheviot as Investment Manager.

Forvis Mazars cuts M&G bond fund exposure after Jim Leaviss exit

The Citywire Top 100 firm pulled back from the fund after its long-time manager left last summer during MPS rebalancing.

RBC Brewin Dolphin analyst joins Janus Henderson

Oliver King joins the fund giant after a little more than two years at the wealth manager.

Sun Hung Kai Capital Partners Welcomes New Director Lincoln Chan

In his new role, Mr. Chan is responsible for sales of funds and products at SHK Capital Partners.

Blackstone-backed ASK Private Wealth hires new CIO

The Indian wealth manager has made a senior hire to build its equity advisory business across segments including UHNWIs, family offices and institutional clients.

Julius Baer Group announces change of Chair of the Board of Directors

His proposed successor will be nominated in March 2025 with the invitation to the Annual General Meeting.

CEE Group drives growth with Franjo Salic as new CIO

In his new position, Franjo Salic is responsible for the areas of investment and asset management.

ZKB hires thematic fund manager duo

Clément Maclou and Luca Menozzi are the newest recruits at Zürcher Kantonalbank.

Standard Chartered hires SE Asia private markets head

The new recruit will be tasked with leading the private bank's private markets strategy for clients in the region.

Carlyle Appoints Brad McCarthy as Head of Global Wealth for Asia Pacific

Mr. McCarthy will also oversee the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Oddo BHF wants to become even more involved in the M&A business

Oddo BHF has appointed a new Global Head M&A.

Concentric welcomes three experienced investment professionals to Wealth Team

This is a significant step forward for our Wealth team

Investec strengthens Financial Intermediaries team across the Crown Dependencies

My focus is to build on the strong foundations established over the last 15 years

Barclays appoints Yoichi Takemura as Head of Japan Macro Trading

Mr. Takemura to strengthen Macro trading offerings for clients in Japan and globally

Global asset manager recruits ex-CSAM sales director

Fairouz Bouhmida is appointed the new director of business development at Abrdn Investments Switzerland.

Compound Planning Continues Firmwide Growth After Adding 30 Advisors in 2024

With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities

Schroders Capital names Minal Patel as Global Head of Infrastructure

In this newly-created role, Minal will lead Schroders Capital’s global infrastructure business and, alongside the wider senior team, set the global strategy.

Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors

Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.

Executive Moves