Managers of Wealth

Utmost Wealth head of sales quits

The Isle of Man Axa Wealth business was acquired by Life Company Consolidation Group (LCCG) in September 2016 and rebranded Utmost Wealth Solutions.

Lazard AM promotes Taylor to CEO as Bill Smith retires

Smith departs after 16 years with the firm

Julius Baer Names New Asia Finance Chief

In the three years as chief of staff, Cédric Heri has been a trusted partner for the entire executive team in the implementation of the bank's strategy

Vontobel Hires as German Rival Folds

Doris Lemke and Olaf Bauermeister, two of their former colleagues, will join them at Vontobel in October.

Lombard Odier PB hires new open architecture head

It is unclear whether the current head of open architecture Philippe Baumann remains in his position.

Ken Costa joins family office aimed at ultra-wealthy

Alvarium seeks to offer younger generation involvement in corporate finance deals

Raymond James Chooses New Leader of Private Client Group

Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.

Citi Private Bank Brazil directors exit to join local firm

Pereira, who served as business development director at Citi’s private bank in Brazil, will focus on prospecting and attracting new clients within the ultra-high net worth and family office spaces

Standard Chartered Promotes Ex-Barclays Banker

Standard Chartered private bank has named a new chief operating officer, finews.asia can report exclusively. The private banker is one of several alumni of British bank Barclays.

Vontobel strengthens wealth management for North American investors

The four wealth management experts who are joining VSWA in July 2018

Rathbones appoints Morgan Stanley IM chair to board

As an executive, Duhon held a number of senior roles at JP Morgan and ABN Amro before setting up her own consultancy firm.

GAM expands its emerging markets fixed income team

He began his career at Deutsche Bank in 2000, before moving into various inflation and interest rate strategy roles.

Tilney ramps up recruitment drive with new hire

Private banker joins Glasgow team

Raymond James Announces Key Senior Leadership Appointments

Raymond James also promoted RJFS national director Jodi Perry as president of the firm’s independent contractor division.

Nikko AM announces promotion in NZ Equities Team

Nikko AM NZ actively manages around NZD5.2 billion of investments.

Stenham hires Jersey director from RBC Wealth

I am very pleased to be joining Stenham

Citi Private Bank scores gatekeeper from Securian

He is based in the greater Philadelphia area and reports to Evan Ratnow, head of fixed income manager research.

Alessandro Silvestro joins Lemanik as Asia Pacific managing director

Currently, about 20% of the company’s clients are from Asia Pacific.

Stonehage Fleming appoints Jersey Partner

He has advised individuals and companies on trusts, estate planning and pension issues, and has acted for high-net-worth individuals and families, family offices and private trust companies.

Templeton wealth boutique hires BNY WM int’l director

Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.

Executive Moves