Managers of Wealth

Vanguard appoints DWS veteran as head of Switzerland

Roger Bootz has held senior positions at UBS, Société Générale and Stoxx.

Sionic Appoints Jersey-based Daniel Le Blancq to Lead Offshore Growth

We’re expanding our services for regulated offshore firms

Carey Olsen adds new partner to Trusts and Private Wealth practice in Jersey

Carey Olsen has one of the largest offshore trusts and private wealth practices.

Neue Privat Bank Appoints Head of External Asset Managers

Previous stops in his career include Credit Suisse, where he worked in currency trading and relationship management, as well as Lombard Odier, Gibraltar, where he headed private banking services for 16 years.

Vanguard Switzerland is Under New Management

Vanguard appointed Roger Bootz as head of business development for Switzerland and Liechtenstein, and country head of Switzerland, the US asset manager announced on Monday.

Schroders bolsters £149bn fixed income team with ex-Aviva credit specialist

Josh Panton joins

Moneyfarm appoints diversity champion as chair

She is the founder and executive chair of fintech Snoop and was the chief executive of Virgin Money from 2007 to 2018, leading the company to IPO.

Fulcrum appoints Australia head to bolster growth strategy

Prior to this, Ambassador had represented Fulcrum in the Australian institutional market since 2012.

Fifth Wall Expands Mandate of Its Climate Business to Include Infrastructure

Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry

RBC expands European equity sales teams with two new appointments

New hires bring considerable experience to the bank, having previously served at Berenberg and Investec, as well as Citi, Credit Suisse and Goldman Sachs, respectively.

Investec names Emily Dawson as Head of Corporate and Family Office

Based in Guernsey, she will lead the business across the Crown Dependencies.

BNP Paribas Appoints APAC Head of Transaction Banking

Noirot has 21 years of banking experience, including 11 years in the APAC region.

Federated Hermes Names Asia Stewardship Lead

Teverson has more than 20 years of experience investing in and engaging with companies in the two markets.

Crowe appoints Head of private clients

The firm is enjoying a significant period of expansion, having delivered revenues of over £125 million for its last financial year

UBS Dubai taps Credit Suisse bankers to target wealthy Indians

Their appointment is part of push by UBS to focus on the growing number of rich Indians living overseas at a time when the sub-continent is seeing rising wealth.

Cohen & Steers Appoints Kimberly LaPointe as Head of Wealth Management Consulting Group

Prior to joining PGIM Investments in 2005, she worked at JP Morgan Asset Management as a Vice President and at Dean Witter InterCapital as an analyst.

Brooks Macdonald COO, CFO and chief risk officer to depart

Ben Thorpe and Lynsey Cross

Kristelle Wauters is appointed head of Edmond de Rothschild REIM in France

“Added value” or “high return” approaches will be favoured, in the form of funds or portfolios on the French market but also pan-European with other Edmond de Rothschild REIM entities.

Natixis IM Promotes APAC Head

This is in addition to his existing responsibilities for global operations and technology, human resources and corporate social responsibility strategy.

Expansion of Private Client Practice

He has a wealth of professional experience in the offshore context having practiced in Singapore, New Zealand, Guernsey, the Netherlands Antilles and the Cook Islands.

Executive Moves