Managers of Wealth

Credit Suisse Elevates Thailand Private Banking Vet

Credit Suisse has appointed Edwin Tan as market group head Philippines, Thailand and Vietnam

Jersey's International Private Client and trusts team welcomes new members

They were recognised as the 'Best Legal Team' in the December 2022 WealthBriefing Channel Islands Awards, and are named in Tier 1 of the eprivateclient Top Offshore Law Firms.

Citigroup to launch search for new wealth management chief

Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.

Newton appoints co-heads to £11.9bn real return strategy

Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.

Christel Rendu de Lint to take over the management of Vontobel Investments

During that time, she worked on various research projects for the IMF, the UK Treasury and the Swiss National Bank, among others.

Evelyn Partners asserts Scottish ambitions with appointment of new Managing Partner

The news of David’s appointment comes on the back of three experienced practitioners joining the Edinburgh team and confirms Evelyn Partner’s ongoing commitment and growth ambitions in Scotland.

LGT Wealth Management hires lead portfolio manager for MPS

Adam Burniston joins

Simon-Kucher & Partners appoints partner in Zurich

Based in the Zurich office, she specializes in commercial excellence and monetization strategies for business services and outsourcing companies.

Mirabaud private bank expands equity research

She then earned an LLM from the University of London, gaining legal and compliance experience before joining Clariant and later Morphosys as Head of Investor Relations.

Lombard Odier Group reinforces team in Brazil with top-level hires

With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.

Five senior appointments for Praxis

Based in Guernsey, they will be responsible for unifying and developing the various pension and employer solutions businesses that sit under the Praxis Group banner.

LGIM continues to strengthen presence in Switzerland and expands distribution team in Zurich by appointing Patrick Lutz

The strengthening of LGIM’s presence in Switzerland underscores the firm’s ambitious European growth strategy, aimed at further expanding its presence in continental Europe and internationally.

Ex-UBS executive given Europe-wide role at State Street

Most recently, he was a member of the Management Board and Chief Operating Officer (COO) of UBS Europe SE, the bank's European unit, which he left last September.

ABN AMRO CFO Lars Kramer to Step Down on 30 April 2023

The succession process of finding a new Chief Financial Officer has been initiated.

Rothschild & Co recruits Richard Brass and Becky Orme for UK Wealth Management business

Richard will lead a new Client Adviser team and is joined by former colleague Becky Orme as an Assistant Director.

Blackstone Expands Leadership Team in Growing Private Credit Business

The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.

We’ve appointed Dr John Murton CMG as Senior Sustainability Advisor

He joins Standard Chartered after three successful years in his most recent role as the UK government’s COP26 Envoy, coordinating the UK’s climate diplomacy for COP26 in Glasgow.

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Two firms exit Alliance of Swiss Wealth Managers

Stanhope Capital and Weibel Hess & Partners have left the association.

Ex-UBS Basel wealth management head joins Top 50 IAM board

Roman Jermann worked for UBS for over two decades.

Executive Moves