Managers of Wealth

Lombard Odier's Apac family services head resurfaces

Lee Wong has joined Pacific Eagle Group as general manager, wealth planning.

Savvy Advisors Continues Expansion With Additions of Wealth Managers Craig Austad and Eric Passin

Combining deep industry knowledge with Savvy’s innovative technology, new recruits are poised to increase efficiency and deliver enhanced client solutions

Daniel Liedtke nominated as new Chairman of the Board of Directors of Helsana

The designated new President of the Helsana Group, Daniel Liedtke, is currently Chairman of the Board of Directors and CEO of the Hirslanden Group.

Cazenove Capital appoints new portfolio manager in Edinburgh

This newly created role reinforces Cazenove Capital’s commitment its rapidly expanding community of entrepreneurs and business owners in Scotland.

Top 50 portfolio manager becomes investment strategist at Vontobel

Clémence Rusek will join Vontobel’s multi-asset boutique on 1 November.

OLZ (Hong Kong) Limited Appoints Michael Yong-Haron as Chief Executive Officer to Lead Strategic Growth in Asia

Previously, he held senior leadership positions at Standard Chartered Bank, Royal Bank of Canada, and Credit Suisse.

LGT Wealth Management appoints first Chief Sustainability Officer

LGT Wealth Management, one of the leading wealth managers in the UK, creates Chief Sustainability Officer (UK) role as the firm works towards its Net Zero 2030 target.

Jupiter confirms Global Value Equity fund manager lineup

Jupiter also confirmed that Whitmore will exit the firm by 1 November.

M&G adds fresh face to AA-rated Vine’s Japan small-cap fund

Fund house names deputy manager who will work across UK and Ucits versions of smaller companies strategies.

Lombard Odier names new Geneva-based team head

Joel Oreiller has spent the past five years at Banque Internationale à Luxembourg.

BMO Names Michele Havens Head of U.S. Wealth Management

In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.

Eddie Grant to leave SJP's Technical Connection

Having joined seven years ago to integrate a small market leading business into the UK’s largest wealth manager, it now feels timely to embark on my next mission.

First Sentier Investors hires Swiss Life man

The international asset manager First Sentier Investors has appointed Hendrik Neumann as Institutional Business Development Director at its Frankfurt headquarters.

Titanbay hires BlackRock veteran for CEO post

Michael Gruener joins the firm as co-CEO, sharing the role with Ossama Soliman.

Step Fourth: Welcome To Our New Joiners

Welcome onboard to Sabin Lungu, Danielle Dawson and Jack Johnston.

EFG Bank recruits intermediaries relationship manager from VP Bank

With the latest hire, EFG Bank von Ernst continues its intermediary recruiting drive in Vaduz.

Asset Risk Consultants appoints new Deputy Chief Investment Office

Dr James Cooke rejoins Asset Risk Consultants as Deputy Chief Investment Officer as the firm expands its CIO function to enhance client propositions.

Boutique’s CIO steps down to launch investment process outsourcing firm

Silvio Halsig's new firm, Pyrrha Capital, is based in Zug and provides tailored services for asset managers.

HSBC Appoints Group CFO

Kaur has nearly 40 years of experience, having worked for various international banks in the UK and the US.

Lombard Odier appoints Mark Goddard as UK CEO

In his role, Mark Goddard will oversee the London office for the Bank’s private client division, leading its team of bankers and investment specialists, and continuing to drive Lombard Odier’s strong growth trajectory in this strategic market.

Executive Moves