Managers of Wealth

RFO Names Chief People Officer to Build Firm's Culture

Based in Hong Kong, she reports to RFO group CEO Chi Man Kwan.

Kim-Andrée Potvin strengthens Bonhôte’s management team with two high-level appointments

The announced retirement of Olivier Vollenweider has given Kim-Andrée Potvin, CEO for less than a year, the opportunity to bring in seasoned expertise with the appointment of Frédéric Dommart as Chief Operating Officer (COO)

Zurich IAM hires ex-UBS adviser

Claudio Jegen has joined Prio Partners as a client adviser.

Bank's advisory centre chief joins SGKB as private banker

Andrin Scherrer joins from Clientis Bank Oberuzwil.

ZKB appoints new Head of Multi Asset Solutions

He succeeds Anja Hochberg , who will take on the role of Chief Investment Officer (CIO).

Brooks Macdonald appoints Andy Robinson as Chief People Officer

He will also become a member of the Executive Committee and will report directly to Andrea Montague, Chief Executive Officer.

BNP Paribas Cardif Appoints Asia CEO

Previously, he also worked at SCOR Group, Bouygues, AXA and Airbus.

IDB Bank names Sagy Aseraf as President of Private Banking & Wealth Management

Aseraf to Lead IDB’s Private Banking and Wealth Management Business Expansion in the U.S., Latin America and Israel.

Rothschild & Co strengthens UK Regional Wealth Management business with appointment of Director to lead Midlands office

In addition to the wider professional community, Rothschild & Co Wealth Management works closely with its Global Advisory business, established in Birmingham for more than 20 years.

Vontobel hires senior bond fund manager from UBS

Harald Kloos has joined Vontobel as a senior portfolio manager for the global and Swiss bond team.

EFG shuts office as two more join JM Finn Cheltenham

Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.

Cazenove’s Scotland head promoted to head of UK regions

Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.

Schroders Australia leadership update: Simon Doyle to retire, Alison Telfer appointed CEO

Simon feels that it is the right time to step back from a full-time executive role and consider other ways in which to contribute to the industry, as well as spending more time with his family and two grandchildren.

Citi strengthens wealth management team with seasoned bankers in Toronto, Vancouver

New hires bring decades of experience in private banking, investment strategy, and client advisory

Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor

She will work closely with the Birmingham team and colleagues across Brown Shipley

Thomas Cahill Joins Keebeck Wealth Management’s Advisory Board

He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level.

KKR expands ME wealth push with new senior hire in Dubai

The firm is building a diversified regional team spanning investment, capital raising and client coverage.

EFG International: Former Journalist Becomes Media Chief

In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.

New Client Services Director for IQ-EQ

Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.

Citi’s Family Office Head Hofmann to Leave in Latest Wealth Exit

Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm

Executive Moves