Managers of Wealth

Former Credit Suisse EAM core chief joins Aquila management

Carine Frick-Delaloye joins Aquila after 28 years at Credit Suisse.

Temenos Promotes Proven Leaders to Accelerate Company’s Growth

William Moroney is being promoted from his previous role as Managing Director for Middle East & Africa at Temenos

Wealth management firm announces key appointments

Both appointments come as Evelyn Partners prepares to relocate later this year from its current Bristol premises at Portwall Place to the prestigious new EQ development next door.

New Head of Global Private Banking at HSBC

He is replacing Kevin Herbert who has retired after 35 years with HSBC.

Lazard AM bolsters global sustainable equity team with portfolio manager hire

Evie Paterson joins

Evercore Wealth Management Names Managing Director, Wealth and Fiduciary Advisor

He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.

Quilter hires adviser proposition head in platform push

Craig Ross will oversee design and delivery of platform and investment offering for advisers.

InvestCloud installs former Fiserv chief as CEO

Yakubi was previously the CEO and chairman of Fiserv

Quilter appoints Craig Ross as head of adviser propositions

The pressures of increased prices and high interest rates are expected to remain for some time yet, so it is vital that people take steps to improve their financial situation sooner rather than later.

Edinburgh Investment Trust names deputy manager as de Uphaugh retires

Liontrust's Emily Barnard promoted

Changes to the UBS Board of Directors

Gail Kelly to be nominated for election to the Board of Directors at the upcoming Annual General Meeting of UBS Group AG and of UBS AG.

Aberdein Considine grows Wealth business with appointment of Edinburgh-based Chartered Financial Planner

He joins AC Wealth from Johnston Carmichael Wealth, where he was both Head of Proposition and a Chartered Financial Planner.

Julius Baer Nabs Ex-CS Banker in Singapore

Prior to that, he spent a decade at Citi Private Bank, last as a relationship manager for the ultra-high net worth segment.

Lansdowne Partners names CEO as Suzi Nutton retires

Brian Heyworth takes over

PineBridge Investments Names Head of Intermediary Distribution, APAC and EMEA

Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth

EFG opens new offices in Gstaad and St. Moritz and appoints local business heads

The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.

J.P. Morgan AM Appoints New Head of Switzerland

She replaces Claude Kurzo, who had already been promoted to a new function in London last year.

Arbuthnot hires veteran Adam & Co media and sports specialist

Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.

Executive Moves