Managers of Wealth

Investec wealth veteran exits Tyndall IM after one-year for rival

James Bowes-Lyon, who has been critical of the consolidation sweeping through the wealth sector, has joined Oberon Investments.

Amundi appoints head of distribution for China and Hong Kong

Marco Tang has been appointed deputy CEO of Amundi Hong Kong as well as head of distribution for China and Hong Kong.

Shweta Shah Promoted to a Senior Role at Nuvama Private Wealth

Her ability to build solid relationships with clients and colleagues has been a key factor in her success at Nuvama Private Wealth.

Waverton appoints George Bromfield as new Head of Adviser Solutions

Bellamy will remain with Waverton as Managing Director of Adviser Solutions as well as a member of the Waverton Management Committee.

Savvides gets his new start date at Jupiter

Alex Savvides’ move from JO Hambro will take place on 7 October, with Ben Whitmore sticking around at Jupiter until at least 31 October.

Amundi Adds Senior Duo in Asia

Previously, he also worked at Neuberger Berman, Barings, J.P. Morgan, Allianz Global Investors and HSBC.

Majority Shareholders Exit Belvédère

The majority shareholders and founders of the former Fundamenta Group, David and Javier Garcia, have now also sold their majority stakes in the asset manager Belvédère Asset Management.

Major reshuffle at well-known Zurich investment house

Before joining DCP Client Partner, Contartese worked as COO at Globalance Bank and in various positions at UBS.

Royal Bank Names Sanya Head of Its US Asset-Management Unit

Sanya will report to Damon Williams, CEO of the Toronto-based bank’s overall global asset-management business, which has $453 billion of assets under management.

Vanguard appoints head of UK client group from Schroders

He joins from Schroders where he was head of UK wealth.

Broadridge Announces CFO Transition

Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.

Alex Savvides to join Jupiter in October

While Ben Whitmore will stay on at the firm until at least the end of October

Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice

BlackRock Names Private Credit Leader in Singapore

BlackRock is seeking to further tap demand with a hire in Singapore for the asset class.

Fairstone appoints ex-Saltus exec as COO

His extensive career includes leadership positions as head of product at BNY Mellon and director of transaction services at Citi Group.

Macquarie Capital expands Software and Services coverage and advisory with senior appointments

Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales

Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

UBS Appoints Global Head of Execution Services

Prior to assuming the role on an ad-interim basis in March, he was the global head of equities at Credit Suisse.

EdR hires team from UBS for Vaud

The unit consists of relationship managers, a tax specialist and an investment expert.

Franklin Templeton creates alts team for EMEA wealth push

The appointments have been made to leverage a $255bn alts business unit.

Executive Moves