Managers of Wealth

Citi Adds Former J.P. Morgan Markets Leaders in Asia

In his new role, Goyal will collaborate closely with Citi’s rates business and lead distribution efforts for financial institution clients.

Ex-Credit Suisse Communications Exec Becomes Partner

Gerster brings over 20 years of corporate communications experience.

Berenberg hires new head of cooperation partner business

Marcel Rindfleisch previously worked at ODDO BHF SE as Senior Product Specialist Multi-Asset Solutions in Private Wealth Management.

Eric Sturdza appoints ex-Robeco Switzerland CEO as business development chief

Pierre-Olivier Pourcelot assumed his new role this September.

EFG AM recruits Swiss equities chief from Credit Suisse AM

Damian Burkhardt joined the asset manager in October.

Berenberg brings in senior client advisor from Pimco

Since 2016, he has looked after institutional clients in Switzerland and led a team of more than 20 relationship managers and analysts.

Macquarie AM reshuffles real assets team

The asset manager said folding natural resources, listed infrastructure and real estate into a single business will strengthen the investment team and help drive success across the platform.

Hoxton Wealth adds Dewi Evans to Dubai-based adviser team

He has more than seven years of experience in financial planning

Moshe Bajnon Joins Nuveen Private Capital to Lead Global Private Wealth Platform

Bajnon brings over two decades of experience and extensive relationships across the wealth channel

Temenos appoints Barb Morgan as Chief Product and Technology Officer

Her appointment is effective immediately.

Ex-UBS boss Hamers joins AI wealth management startup Arta Finance

Hamers, who left UBS last year, has also acquired a stake in Arta, joining a host of early stage investors, including former Google chief Eric Schmidt.

Titan hires PwC risk director as Tavistock row rumbles on

Matt Hodey has joined as a senior risk advisor on an interim basis.

Ex-LOIM thematic fund manager joins Novo Holdings as partner-at-large

Meret Gaugler joined the Novo Holdings growth investments team in August.

Audax Private Debt Hires John Wierzba to Lead Wealth Effort

Wierzba will be a member of Audax Private Debt’s Investor Relations team and play an integral role in building out the firm’s presence in the wealth channel.

Allfunds names Patrick Mattar as Global Head of ETP distribution

Patrick brings extensive experience to the role, having held senior leadership positions at leading organisations in the financial services industry.

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience

Iress rejigs leadership team

The financial software and data firm has promoted Harry Mitchell to deputy chief executive, effective immediately.

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

Recognizing the opportunity to expand in the UHNW space, Michael’s new role reflects Nicola Wealth’s commitment to this market segment.

Former ZKB AM Swiss equity chief moves to Zurich boutique

Urs Beck joined Arfina Capital in Zurich this September.

Zurich investment boutique gets new sales manager

Martin Künzler was appointed Chief Sales Switzerland and member of the management team of Arete Ethik Invest .

Executive Moves