Managers of Wealth

Amundi hires ex-SSGA value chief to lead equity investment platform

French group seeks to strengthen equity offering, which includes Vafa Ahmadi being assigned to oversee its

Ocorian appoints Chief Commercial Officer to drive growth

Based in Dublin, he will lead the business development and marketing teams at Ocorian as the group continues to invest in further strengthening its senior leadership and go to market strategy.

Ocorian promotes two new directors in Guernsey Private Client team

Marie and Rachel’s focus on clients, relationships and the upskilling of colleagues are management qualities that will contribute to Ocorian’s continued growth and success in 2024.

Investec W&I loses 30-year veteran in double Guildford exit

Senior investment director Justin Yeldham and financial planner Shazna Bishop have both left the office.

Two ex-Credit Suisse Greater China team leaders resurface at BoS and DBS

The pair were among a string of Hong Kong-based bankers that left during the UBS integration last December.

James Hambro & Partners expands the Partnership as assets grow to £6.2Bn

Gareth Jenkins brings over two decades of experience in financial planning, specialising in crafting personalised strategies to help clients achieve their long-term financial goals.

SJP hires Cazenove’s Corinne Lord for new CIO office

The new CIO office aims to increase the transparency of St James’s Place’s investment voice.

Markus Heer proposed as the new board of directors of Glarner Kantonalbank

The Board of Directors of Glarner Kantonalbank supports the canton's application and will propose the election of Government Councilor Markus Heer to the ordinary general meeting on April 26, 2024.

BCGE nabs new head of institutional investors from LOIM

Nicole Crettenand leaves Lombard Odier Investment Managers to become the head of institutional clients at Banque Cantonale de Genève.

Stonehage Fleming appoints Trustee Director in Jersey Family office

Chris has 25 years’ experience in trust and company administration

New stockbroker appointed at Canaccord Genuity Wealth Management

Conor Bell will report to Steve Sharples, Head of Stockbroking in the Isle of Man.

Lombard Odier's Asia private client chief resigns

The private banking veteran is leaving the bank after over a year in the role.

Doug Abbott to exit Schroders

Head of UK wealth leaves after 15 years

Ex-Edmond de Rothschild CEO Joins UBP Board

The board comprises a total of seven members, including two family representatives Daniel de Picciotto (chairman) and Anne Rotmann de Picciotto

Partners Group appoints new Head Business Services

Partners Group is a leading global private markets firm.

Canaccord Genuity Wealth Management appoints Head of Portfolio Management

During her 16-year career with Canaccord, Natalie has made a significant contribution to the continued success of the Jersey office

Allianz Retire+ makes wealth management appointment

He also worked as an associate director at Macquarie for four years and as a senior investment specialist at nabInvest Capital Partners.

Allianz Retire+ names wealth management distribution chief

Prior to that Rodda spent four years at Macquarie contributing to the strategic growth of the business as associate director.

Titan Private Wealth hires new joint CEO from Investec

He joins the firm to "lead the company through its next phase of growth."

St James’s Place appoints CEO

Prior to this, he was the CFO of Prudential from 2017 to 2022, becoming Chief Operating Officer also in July 2019.

Executive Moves