Managers of Wealth

LGT Wealth Management hires lead portfolio manager for MPS

Adam Burniston joins

Simon-Kucher & Partners appoints partner in Zurich

Based in the Zurich office, she specializes in commercial excellence and monetization strategies for business services and outsourcing companies.

Mirabaud private bank expands equity research

She then earned an LLM from the University of London, gaining legal and compliance experience before joining Clariant and later Morphosys as Head of Investor Relations.

Lombard Odier Group reinforces team in Brazil with top-level hires

With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.

Five senior appointments for Praxis

Based in Guernsey, they will be responsible for unifying and developing the various pension and employer solutions businesses that sit under the Praxis Group banner.

LGIM continues to strengthen presence in Switzerland and expands distribution team in Zurich by appointing Patrick Lutz

The strengthening of LGIM’s presence in Switzerland underscores the firm’s ambitious European growth strategy, aimed at further expanding its presence in continental Europe and internationally.

Ex-UBS executive given Europe-wide role at State Street

Most recently, he was a member of the Management Board and Chief Operating Officer (COO) of UBS Europe SE, the bank's European unit, which he left last September.

ABN AMRO CFO Lars Kramer to Step Down on 30 April 2023

The succession process of finding a new Chief Financial Officer has been initiated.

Rothschild & Co recruits Richard Brass and Becky Orme for UK Wealth Management business

Richard will lead a new Client Adviser team and is joined by former colleague Becky Orme as an Assistant Director.

Blackstone Expands Leadership Team in Growing Private Credit Business

The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.

We’ve appointed Dr John Murton CMG as Senior Sustainability Advisor

He joins Standard Chartered after three successful years in his most recent role as the UK government’s COP26 Envoy, coordinating the UK’s climate diplomacy for COP26 in Glasgow.

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Two firms exit Alliance of Swiss Wealth Managers

Stanhope Capital and Weibel Hess & Partners have left the association.

Ex-UBS Basel wealth management head joins Top 50 IAM board

Roman Jermann worked for UBS for over two decades.

Head of stock exchange trading leaves SIX

Thomas Zeeb will leave the company at the end of January 2023.

Nedbank Private Wealth strengthens Jersey Wealth Management Team

Richard Tribe has been appointed as a senior private banker and brings more than 35 years’ experience in the offshore financial industry.

7IM ESG fund manager retires

Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.

Leo Wealth Nets Former Pictet Banker

In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.

Morningstar Appoints Singapore Director in ESG Arm

Asazuma joined Morningstar Sustainalytics in its Tokyo office in 2019 after 20 years with Nomura Securities in Singapore, Hong Kong and London.

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

Executive Moves