Managers of Wealth

Lombard Odier appoints Ali Janoudi as Head of New Markets

He will also join the Private Clients Executive Committee.

Thomas Blaser to become new Head of Bank Julius Baer's Berne branch

Bank Julius Baer appoints Thomas Blaser as new Head of the Berne branch as of 1 October 2024.

Muzinich brings in specialists for the Swiss wholesale market

The new guy comes from Fisch Asset Management and has many years of experience with major banks.

Uwe Riepenhausen becomes a new advisory board member on the board of directors of Credaris AG

The current advisory board and the members of the board of directors remain unchanged.

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms

UBS celebrates multiple members of staff promoted to Director roles

Our Jersey team has experienced tremendous growth in recent years

IQ-EQ appoints new Managing Director for Mauritius and new Chief Commercial Officer for Africa, India and Middle East

Pazani Vaitilingon, Head of Funds, Mauritius will succeed Rehma in the role of Chief Commercial Officer, Africa, India and Middle East.

Morgan Stanley IM Nets Ex-CS Executive

Prior to that, she spent 18 years with Credit Suisse in various roles, including as its APAC head of asset management.

Bank of America brings new head of IB Switzerland from UBS

He will take over the position on July 1

Citi wealth division's CIO Bailin to depart after 15 years

Bailin became the global head of investments in 2017 and took his current job in 2019.

Stonehage Fleming Appoints Investment Management Partner

She will be based in London and will report to Gerrit Smit, Head of Global Equity Management for SFIM.

M&G plc board changes

She has significant non-executive experience on a range of Boards and organisations within the private

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Martin Gilbert’s right-hand man leaves AssetCo

Peter McKellar is to retire as deputy chairman in another significant exit from the business.

Geneva private bank brings in CS fund manager for alternatives strategy

Both come from Credit Suisse (CS) and have many years of experience in fund management.

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

Radicant replaces portfolio management boss

The company has named a new team after three portfolio managers decided to leave.

JTC Names Sean Walsh as Guernsey Private Client Services Head

In his new role, Sean will lead JTC’s Guernsey-based team of private client experts

Evelyn Partners continues expansion of Birmingham professional services team with senior appointment

Rick joins the Birmingham office of Evelyn Partners at 103 Colmore Row in the heart of the city’s business district.

Appointment of Marc Noel as Chief Compliance Officer

He then joined the investment banking division of the French Banking Federation in 2005.

Executive Moves