Managers of Wealth

BlackRock Switzerland chair steps down after less than a year

Michael Rüdiger has stepped down as chair of BlackRock Asset Management Switzerland.

Investment chief switches to Geneva multi-family office

Julien Etaix joins Novum Capital Partners after working at the Meyer Family Single Family Office.

New lead partner appointed to Perpetual’s wealth management division

Most recently, she was the program director of the Champions of Change Coalition, and served as an executive officer of CEOs for Gender Equality Inc. for more than six years.

Schroders Family Office Service stalwart Clare Anderson appointed global head

Anderson, previously UK head of Schroders Family Office Service, will now be responsible for coordinating services across the firm’s global wealth network

Evelyn Partners adds new audit Partner to Bristol office

John’s main focus during his career has been working with dynamic mid-market businesses across a range sectors.

Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business

His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.

Deutsche Bank PB names emerging markets DPM head

The German giant has broadened an 11-year veteran's responsibilities in the region.

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

Scottish wealth manager expands its presence in Dundee

The hub provides bespoke services to the city’s growing sectors, including technology and life sciences.

Morgan Stanley credit research team chief becomes CIO at Geneva boutique

Jackie Ineke started as CIO of Spring Investments at the start of the month after 23 years as head of the European financial credit research team at Morgan Stanley.

BNP Paribas Wealth Management recruits fund selector in Frankfurt

Marco Benischke arrives at the firm from Düsseldorf financial adviser Laureus Privat Finanz.

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

SEB appoints two domestic branch managers, plans to "future-proof" asset management arm

The second-largest asset manager in the Nordics is setting up branches in Denmark and Finland and has appointed two SEB veterans as brand managers.

Markus Jaggi appointed new Head of Communications at FINMA

He will report directly to FINMA’s CEO.

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

He joins an existing UBS Private Wealth advisor team, MLM Partners

Perpetual welcomes new lead partner for wealth management business

Most recently, she was program director for the Champions of Change Coalition and served as executive officer for CEOs for Gender Equity Inc for more than six years.

StanChart Names Wealth Solutions Head

He was most recently the Hong Kong-based Asia head of consumer, private and business banking as well as global head of digital business.

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business

Co-head of electronic equities at BNP Paribas leaving for a rival -sources

Schoeneborn joined BNP Paribas from Deutsche Bank, after the French lender acquired its rival's prime finance business in a deal first announced in 2019.

Executive Moves