Managers of Wealth

End of an Era for Markus Diethelm and UBS

French government prosecutors are seeking a fine of at least 2 billion euros and 1 billion euros in damages and interest.

Valex Capital hires bond expert from UBS

Jenna Simon recently joined the Bond team.

Wire Wars: Trio of Merrill Michiganders Jumps to UBS

The path from Merrill to UBS has been well trod by brokers recently, after the home of the thundering herd withdrew from recruiting veteran brokers in 2017 and has refrained from jumping back into the fray despite a steady outflow of brokers that has cont

Schroders expands European Equities footprint with Nordics portfolio managers

Nordic equity investors Jan Brännback and Janne Lähdesmäki, who specialise in small and micro caps, will join Schroders from Aktia Asset Management in the New Year.

FOX Announces Leadership Succession

Moustakerski and Johnson will be assuming their positions effective immediately.

Private wealth manager LatAm boss exits with five private bankers in tow

A former Julius Baer private banker who joined Pictet in 2019, will leave the firm alongside five others covering LatAm.

Credit Suisse Names New Fund Head in Luxembourg

Previously, Klasen-Martin was the group head of the management company services at Crestbridge. She also worked as head of finance for Schroders investment management Luxembourg.

GAM Bolsters Global Equities Team

We believe these changes will continue to drive investment returns for our clients through enhanced collaboration amongst our experienced investors.

Mirabaud Bolster Their Team In London

In the UK wholesale market, Mirabaud is witnessing increasing client demand for its fully ESG integrated sus tainable and responsible strategies.

Schroders swaps out co-manager on former Woodford trust

Ben Wicks will step down from Schroder UK Public Private effective immediately

Former Merrill Team, Backed by Dynasty, Launches Nilsine Partners

The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.

Syracuse Group promotes the development of nine new market leaders and advisers across Geneva and South Africa

Syracuse Group offers a diverse variety of financial services and investment solutions that are tailored to meet each individual's financial goals.

Raiffeisen investment services chief exits

Second change in management structure in the course of 2021.

Credit Suisse Mulls Asian Investment Bank Consolidation

According to the report, a decision is due soon, as the Credit Suisse board is meeting next week to discuss the strategic review being undertaken by chairman Horta-Osorio and McKinsey & Co.

Charles Monat expands Swiss Operations

The new hires and ambitious expansion strategy demonstrate CMA's commitment to growing its business across Switzerland and Europe.

WH Ireland appoints Chair of the Audit Committee

Through focused commercial leadership he helped deliver a step change in returns, growth and capability.

Swiss Top Central Banker is Back

The central banker's absence came at a critical time for the Swiss national bank. Now Thomas Jordan is back in time for this week’s interest rate decision.

Lombard Odier hires new Managing Director for Private Banking in Italy

Alberica takes on the Managing Director role to continue strengthening Lombard Odier’s local presence and commercial development, while enhancing our offering to our local clients

Edmond de Rothschild hires three fund managers

The group is increasing capabilities across EMD, corporate debt and multi-asset investing with series of new appointments.

Credit Suisse veteran appointed family office head

Has been head of group strategy and business development since 2019, and she will now take on additional responsibilities.

Executive Moves