Managers of Wealth

Contemi Appoints New Group CEO AND Executive Chair

Contemi Solutions, a global financial services technology major, announces Daniel Thafvelin as the new Chief Executive Officer and Martin Frick as Executive Chair.

Nordea AM taps RBC for new director of UK wholesale distribution

Takes over from Paul Malpas

Deutsche Bank appoints Co-Head of Global FX for Asia Pacific

This follows the appointment of Darren Boulos in Sydney as Co-Head of GFX for APAC.

HSBC Global Private Banking appoints Southeast Asia Head of Trust and Fiduciary Services

Based in Singapore, Sharnika will be responsible for driving HSBC Trustee’s strategic initiatives in Southeast Asia.

Wombat appoints Chief Revenue Officer and Head of Partnerships

For Wombat, Larsson takes on responsibility for strategic and revenue partnerships to support Wombat’s rapid growth, marketing and sales, product development strategy and forthcoming international expansion.

Rothschild & Co announces changes in corporate governance

He has therefore been closely associated with the development of the Group for almost three decades.

Rothschild & Co hires senior adviser from VP Bank

Kaeser will head a team of Swiss onshore clients in Zurich.

Sienna Investment Managers announces the appointment of Paul de Leusse as CEO

Paul de Leusse will bring his general management experience and knowledge of the financial industry.

Unicorn boosts team with double JP Morgan hires

Cordelia Tahany joined the firm in April as ESG & investment analyst, while Anam Ajani joined in July as investment analyst.

Zürcher Kantonalbank CIO joins SBA's sustainable finance commission

Christoph Schenk is member of the Expert Commission on Sustainable Finance since June.

Swiss Re must look for new CIO

Chairman of the Board Sergio Ermotti stated that Fürer will remain available to the company and ensure a smooth transition.

Tyndall Investment Management appoints Head of Distribution

During her time in this role, she was pivotal in doubling assets under management and increasing the firm’s client base among retail and institutional investors.

Ex-Odey and Newton EM heavyweight Marshall-Lee founds firm

Robert Marshall-Lee announced on LinkedIn today that he has become a founding partner of Cusana Capital, where he will be chief investment officer.

Zurich alternatives boutique appoints CEO and chairman

Pactum has also reshuffled its board.

Swiss private bank Pictet names new top gatekeeper

He will report to Gregory Kunz, head of research at the Geneva-based group.

Fundhouse hires SJP ex-director of liquid markets

In his new role, Wiggins will aim to enhance clients’ returns, meet their ESG goals and develop their approach to critical areas.

ZWEI Wealth appoints a new Partner

She is an advisor with extensive knowledge in all areas of wealth management.

Evelyn Partners bolsters Birmingham office with Financial Planning Director appointment

Sarah joins Evelyn Partners from Brighton-based financial advisory firm IEP Financial

UBS hires wealth planners from Julius Baer

Robert Wagner will join the Private Wealth Special Clients team in Biel on September 19, where he will act as a client advisor for the Executives & Entrepreneurs (E&E) segment.

Evelyn Partners appoints a Non-Executive Director

She is a seasoned Non-Executive, having previously had a very successful senior management career.

Executive Moves