M&G drops Liontrust UK strategy from MPS after manager upheaval
Manager and style change mean the strategy can no longer be a ‘core’ UK fund in M&G portfolios, says the wealth manager’s Shanti Kelemen.
Executive Moves
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Investec W&I portfolio head exits after nearly two decades
Jon Walker departs to pursue opportunities ‘outside of the industry’, leaving co-portfolio head Fraser Ford to oversee the integration with Rathbones.
Another prominent departure from Syz
Now the Syz family's institute has to mourn another important departure: Gabriel Aractingi, Head of Middle East, has left the bank
Edmond de Rothschild REIM appoints Benoit de la Boulaye as Investment Director for Europe
Benoit also joins the executive committee of Edmond de Rothschild Real Estate Investment Management.
Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee
He takes over from Katie Errock ACSI who has been the president since 2022.
Citizen Bolsters Wealth Management Recruiting
These recruits include a 12-person team from San Francisco with over $5 billion in assets and a four-person team from Boston with about $1 billion in assets, both previously from First Republic Bank.
Coutts executive director steps down after 16 years
Riaz Mansha has stepped down after a three decade career in banking and private wealth.
Pax Asset Management appoints new Head of Real Estate
He is currently a member of the board of directors of Central Real Estate Holding AG and Rhystadt AG, one of the largest transformation projects in Switzerland.
Ex-UBS Singapore market team head joins RBC WM
Daniel Soo takes on the role of market head at RBC WM, adding to the string of ex-Credit Suisse joiners at the Canadian private bank.
Aston Martin Appoints Andy Cowell as New CEO
Cowell expressed his enthusiasm for joining Aston Martin, emphasizing his long-standing passion for F1 and his eagerness to work with the talented team at Aston Martin Aramco.
VG Announces Four Mid-Year Career Promotions in Private Wealth and Corporate
Stuart Andre who specialises in real estate and Islamic Finance in VG’s Corporate Administration team, becomes a Manager.
Oddo BHF hires trio of UBS consultants
The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.