Managers of Wealth

Boris Collardi's Discoverer Now Works for UBS

He helped set up the Talent Recruiting unit, which sought out future executive talent.

Evelyn Partners appoints experienced information security and data protection risk leader to build new advisory practice

For the past three years he has been Director of Cyber Security at DWF, the global provider of integrated legal and business services.

Coutts says finance director has left, exit not linked to Farage row

Kyle resigned in March, the spokesperson told Reuters on Monday, and Coutts is in the process of recruiting a successor, who it expects to announce in or around September.

Principal Asset Management Welcomes Goldman Sachs Veteran as New Global Fixed Income Head

His responsibilities will also extend to the enhancement of Principal’s multi-sector fixed income investment strategies, aiming to fulfill individual investor goals.

UBS Hires $640 Million Advisor Team in Pepper Pike, Ohio

The team is also joined by Client Associates, Lisa Moavero and Alona Porat.

BNP Paribas' WM CEO for EMEA transitions to new post

Masroor Batin, a well-known name among the non-resident Indians in Singapore and Hong Kong, and the French private bank's CEO for EMEA, is changing roles within the bank.

Geneva boutique hires bitcoin miner to launch specialist AMC

Criptonite, a Finma-regulated asset management firm, has recruited Ludovic Thomas to manage its new bitcoin mining strategy.

Basler Kantonalbank hunts for private client team lead

The new hire will lead a team of eight and be expected to have a network of contacts in the Basel area.

Vontobel Taps Cantonal Bank Veterans for Cosmofunding Subsidiary

Two investment bankers have been recruited.

Myron Kwong Named Executive Director for J.P. Morgan Private Bank

He draws from his institutional and investment banking background to help build legacies for the next generation.

Abrdn’s Bruce Stout to retire next June

The notoriously bearish equity income portfolio manager will hand over the Murray International investment trust to co-managers Martin Connaghan and Samantha Fitzpatrick.

Paytrix appoints Joe Redmond as CEO, Ireland

Joe joins Paytrix Ireland at a time of significant momentum for the business following the completion of its Series-A fundraising round in March this year, which secured EUR 16.7m of investment.

Banca Stato fills gap in Board of Directors

He succeeds Daniel Joss , who passed away last February.

Pictet Asset Management appoints new UK director

Mary-Therese Barton will replace Sébastien Eisinger as Pictet co-chief executive.

Lugano wealth manager appoints new CEO

Paolo Panza joined the company in 2014, and was promoted to market head six years later.

Former Morgan Stanley PWM Asia investment management services co-head resurfaces

Nathan Lim has joined an Australian financial services company as its new chief investment officer.

Fidelity expert becomes vice president at Globalance

She wants to strengthen her investment skills and open up new business areas.

JPMorgan exec in charge of Nutmeg Sanjiv Somani quits

Sanoke Viswanathan, who runs JPMorgan’s international consumer banking division, will take on Somani's CEO role

Comgest replaces CEO

Jan-Peter Dolff has replaced equities stalwart Arnaud Cosserat, who is leaving the firm next month after 27 years and has stepped down from his PM duties.

Wealth Enhancement Group Adds New Leadership, Leads Industry as Top Acquirer, and Experiences Record Growth

With these additions, clients will benefit from a more robust and personalized service offering, while advisors gain a stronger platform for growth.

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