Managers of Wealth

Robeco appoints new Senior Portfolio Manager for forthcoming RobecoSAM Biodiversity strategy

Mr. Thomas has joined the company’s Zurich office and is working alongside investment professionals from Robeco’s Thematic Investment team

BEKB has Appointed CFO at an early stage

Beatrice Kern is currently a member of the management board of the BEKB subsidiary aity AG and heads the finance and services department.

Graubündner Kantonalbank poached the Liechtenstein competition

The financial professional, born in Samedan in 1973, grew up in Sent in the Engadin. He will move with his family from Zurich to the canton of Graubünden.

BNY Mellon Wealth Management Names Adam Lieb Global Family Office Senior Client Strategist

Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.

Experienced team of 3 join Artorius from UBS

Helena Pratt has 5 years’ experience at UBS and started her career at Rathbones.

Indosuez Expands Front Office in Asia

Indosuez Wealth Management has hired four new relationship managers in Asia, according to a statement, across its Hong Kong and Singapore branch.

Former UBS Complex Director Rejoins Firm as a Private Wealth Advisor in California

Prior to rejoining UBS, Stephen served as a Regional Director at J.P. Morgan Wealth Management, where he oversaw the San Francisco and Seattle offices.

Bank of Singapore Hires Ex-StanChart Product Veteran

immediately. Based in Hong Kong, he reports functionally to the global head of product Lim Leong Guan and locally to the Hong Kong branch head of Greater China Teresa Lee.

Oppenheimer & Co. Inc. Announces Appointment of Chief Financial Officer

As a member of the Management Committee, Mr. Watkins will report to Albert G. Lowenthal, Chairman and CEO.

FlowBank expands its Executive Committee

FlowBank welcomes three new members to its Executive Committee and thereby strengthens the management of the most competitive Swiss bank, focused on online trading and investing.

Julius Baer makes two senior appointments to reinforce growth of Sub-Region Middle East & Africa out of Geneva

Jonathan A. Conner and Thomas E.M. Kloss will join the Bank in Geneva as Senior Relationship Managers as of 1 August, reporting to Yvan Wicht, Group Head Middle East & Africa Geneva.

Hawksmoor Top 100 star exits for Dubai

James Clark is leaving the wealth firm to join his wife who has accepted a job in Dubai.

40 under 40 selector leaves Swedish private bank to launch new venture

Andreas Lindström is leaving Erik Penser Bank to become CEO of two new financial industry ventures.

IQ-EQ names new MD for Luxembourg and Regional CEO for Continental Europe

She has particular expertise in the European and Asian markets, with previous roles based in Singapore, Malaysia and Belgium as well as Luxembourg.

UBS Appoints Hong Kong Asset Management Head

He has been appointed as UBS Asset Management head for Hong Kong

Jacobi AM appoints former BlackRock managing director as CEO

Bednall spent more than 13 years at BlackRock

Arbuthnot Banking Group PLC Appointment of non-executive director

The Board is also delighted to announce that Sir Nigel Boardman, an independent non-executive director of the Company since June 2019, has agreed to take on the role of Chairman of the Group’s principal subsidiary, Arbuthnot Latham.

JTC Targets AMEA Growth with Regional Private Client Head Appointment

Working closely with the other regional heads and the senior management team, he will identify and secure growth opportunities in line with JTC’s global market strategy.

Trium Capital hires from RWC for first multi-strategy solutions boss

Clark Fenton joins Trium from RWC Partners, where he managed the latter firm's diversified return fund for two years.

Hightower Names Managing Director, Head of Alternatives in the Firm's Investment Solutions Group

He will focus on providing Hightower advisors with expanded access to best-in-class private-market investments.

Executive Moves