Managers of Wealth

CBH Swiss Banking Company becomes new CEO

This appointment, which is effective immediately, follows the retirement of Philippe Cordonier.

PKB renews and strengthens its Group Wealth Solutions unit

Both functions will report directly to Alfonso Rivolta.

Brown Advisory further strengthens Private Client team with appointment of Tessa Pilkington

She joins from Alti Global (formerly Alvarium Investments) where she was part of a team executing M&A transactions and capital raisings to grow the wealth management business.

M&G Expands Intermediary Distribution Team

Based in Hong Kong, she will lead intermediary distribution business across Greater China

Franklin Templeton appoints new VIC sales director

Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.

Perpetual CEO Reilly on turning around asset management

He replaced Rob Adams who had held the role of group CEO since September 2018.

Luxury Retail Leader Chris Chong Joins Raffles Family Office as Board Advisor

Prior to his current position, Chris was the Chief Executive Officer, Retail and Workspace at CapitaLand Investment, a global real estate investment manager.

ZEDRA appoints Peter Brown as Managing Director to lead Luxembourg operations and drive growth

He will enhance the delivery of end-to-end services to alternative fund managers, driving significant business growth and enhancing service delivery in Luxembourg.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.

Multi-family office hires Ruffer manager as deputy CIO

Kate Forsyth joins Hundle after a seven-year stint with Ruffer.

Lombard Odier IM expands wholesale distribution

The company wants to strengthen its business with strategic intermediaries in Switzerland and expand its market share.

Changes in Nordea’s Group Leadership Team

These changes will take effect as of 1 January 2025.

BOS Appoints Greater China Market Head

Based in Hong Kong, she reports to Rickie Chan, head of private banking, Greater China and chief executive, Hong Kong branch.

SJP hires Adam Higgs to help drive growth in protection

In his new role at SJP, Higgs will help raise the profile of protection within the wider business and support the planning of SJP advisers.

Prosperity Asset Management Strengthens Team with Key Hires

Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel

Financial Advisor James Kosan joins UBS in the Inland Empire

Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

Credit Suisse EAM team head becomes MD at fixed income manager

Gemma Tomas held various senior roles in private banking and investment banking at Credit Suisse.

Carmignac appoints new directors

These new directors strengthen the firm’s board, already comprising

Oberon Investments Group plc Directorate changes

Adam joined Oberon in November 2021 as COO of Capital and Head of Change

Evelyn Partners strengthens cyber security practice with senior Manchester-based appointment

He joins Evelyn Partners’ professional services business from Deloitte where he was a Partner and led the firm’s UK cyber digital transformation practice.

Executive Moves