Ares builds up wealth team with Fidante poach
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
Executive Moves
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LGT Wealth Management appoints Investment Manager for Jersey team
Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.
Senior UBS private bankers join wealth firm in Geneva
Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.
LPL Welcomes Shorepoint Wealth Management
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
PIMCO names wealth management lead
Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six years.
Citi’s UK Private Bank Head Knowland to Depart After 20 Years
Knowland, who joined the New York-based firm in 2005, was most recently regional head of Citigroup’s private bank for areas including the UK and British crown dependency of Jersey.
Oak appoints new Private Client Managing Director in Guernsey
In her new role at Oak, Julie will lead Guernsey’s private client team.
Vontobel announces changes to its Board of Directors
He served as CEO of Vontobel from 2011 to 2023, having previously been a member of the Executive Committee in various leadership roles across the organization.
Proposals of the Board of Directors of BEKB to the General Meeting of 13 May 2025
The Board of Directors is proposing Petra Kalt as a replacement to the General Meeting.
EQ Investors recruits Alistair Yeoman as BDM
EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds
UK Finance Billionaire Hires JPMorgan Veteran as Wealth Adviser
He joined in December, the same month J Douglas Rhoten, 70, stepped down from a similar role at the London-based firm, the filings show.
LGT WM hires Evelyn’s international investments head
Chris Golding joins LGT Wealth Management’s Jersey office after nine years with Evelyn Partners.