Managers of Wealth

Kelly Prior joins Marlborough as investment director

While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team

Martin Gilbert steps back from DFM he helped launch

Gilbert departed from the board of Saranac Partners just before Christmas.

Citi's global private bank head Ida Liu departs

Key regions will be brought under head of wealth Andy Sieg following departure.

Quilter Cheviot appoints Nicola Toyer as charities director

She also worked at Smith & Williamson, which has since rebranded to Evelyn Partners, starting as an investment manager and progressing to associate director.

LGT hires IHAG front office chief Reiner Schrupkowski

Schrupkowski has been a member of the executive boards at IHAG Privatbank and Berenberg Bank Switzerland.

GAM appoints Mirko Ranno as Client Director covering Germany Distribution

Mirko joins GAM from PUNICA Invest GmbH, where he was one of the founding employees.

Praxis expands its Swiss operation with the appointment of a new private wealth & corporate services director

Neil also chaired the local Investment Committee and was instrumental in restructuring two complex trusts, achieving formal approval from the Royal Court of Jersey.

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.

Executive Moves