Managers of Wealth

Tabula hires former BlackRock deputy wealth head in Swiss expansion

Mark Vallon joins as a senior consultant covering Switzerland

ZKB recruits Vanguard executive to head Swiss wholesale AM

Ramon Vogt previously covered Vanguard's German-Swiss and Liechtenstein markets.

Andreas Arni to join family office as managing partner

Andreas Arni is the former head of Swiss market private banking and a managing director at Banque Lombard Odier.

Butterfield Announces Senior Management Appointments

These appointments strengthen our leadership team

Vontobel appoints new Head of Fixed Income Boutique

Andrew has more than 20 years of experience as a fixed income investor

Gonet appoints new equity chief

Hubert de Marliave is the new head of equities at the private bank Gonet & Cie.

Close Brothers makes a further Investec W&I hire in senior wealth manager appointment

Annabel Barrow joins as senior investment manager

Spencer’s Family Office Names CEO After 260% Gain on Insurer Bet

His appointment makes him IPGL’s third CEO since the start of 2023 after the departures of Ion Bogdaneris and Samantha Wren last year.

BlackRock Reshuffles Asia Leadership

Previously, she also worked at Deutsche Bank and Barclays.

PWMA Appoints Ex-Goldman Banker as Chief

Khoo is an industry veteran with more than 25 years of experience in wealth management

BlackRock Names China Joint Venture GM

The announcement follows a number of recent appointments to the APAC leadership team

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.

Executive Moves