Managers of Wealth

Beat Röthlisberger becomes the new CEO of PostFinance

Beat Röthlisberger will take over operational management of PostFinance on July 1, 2024

One Four Nine Group appoints inaugural chairman

In his new role at One Four Nine Group, Chris will work closely with the board of directors, guiding the strategic direction of the business to shape the next stage of development and growth.

Lazard Asset Management Names Tomohiro Kamisaku as CEO of Lazard Japan Asset Management KK

Yugo Ishida to become Senior Advisor after 10 years as CEO of Lazard Asset Management’s Japan business

Brooks Macdonald splits CIO role to succeed Park

Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role

Brooks Macdonald appoints Managing Director for Channel Islands and Isle of Man

As part of this change, Richard Hughes has stepped down from the role of International CEO.

Strengthening the External Asset Manager department at Bank Bonhôte

The department will be strengthened with two new senior administrators.

Insigneo recruits Bolton’s Miami wealth head Averett for senior role

Michael Averett had been with Bolton Global Capital for two years after spending most of his career at Citi.

Unigestion portfolio management chief joins Sturdza Family fund

Alexandre Déruaz, who served as the recent head of portfolio management for Unigestion’s equity products, has been brought on to manage the $262m strategy.

Private debt MD exits Partners Group after 18 years

Alexander Ott has left Partners Group in Zug.

Martin Hillyer joins as Intermediary Relationship Director

In the role, Hillyer will mainly focus on developing and fostering relationships with mortgage intermediaries to help tailor borrowing solutions to meet the needs of clients.

Sascha Banz Joins UBS Asset Management as Head of Global Wealth Management Client Coverage in APAC

In his new position, Banz will serve as the head of Global Wealth Management client coverage for the Apac region at UBS Asset Management.

Quilter makes triple investment director hire

Ryan Medlock and Filipo Madonia both join from Royal London, while Nick Davison has arrived from Liontrust.

Nikko AM: Change in Officers

“We are excited to welcome Seth and Mark into the Nikko AM family.

Société Générale appoints new boss for Zurich subsidiary

He succeeds Clemens Pieger , whose term as head of the Zurich office ended at the end of last year, as the subsidiary of the major French bank announced on Monday.

GBST strengthens executive team with Head of APAC role to drive strategic growth and client success.

Advice solutions, Executive, Wealth management administration 29/01/2024

UBS appoints wholesale client coverage head

He will locally report to Alison Telfer, UBS country head Australia and New Zealand, and regionally report to Thomas Kaegi, APAC head of wholesale distribution.

Four managing directors split with UBP

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

NextGen recognised as Praxis announces annual promotions

Ten promotions have been made at leadership level, with two appointments to director, four to associate director and four to senior manager.

Evelyn appoints financial planning director for South England push

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

Former Credit Suisse APAC asset management head exiting UBS - sources

Prior to taking up the senior role under UBS in China, Huang was the top boss heading Credit Suisse’s asset management business in Asia Pacific.

Executive Moves