Managers of Wealth

Brookfield Asset Management Names Peer Marshall New Chief Financial Officer

Former Goldman Sachs Banker Becomes One of Asset Manager's Highest Ranking Female Executives

Vivian Li Appointed as UBS's New Head of Active Advisory for Southeast Asia

She will be based in Singapore, and will continue her involvement with the advisory portfolio team, offering her expertise as an investment counsellor

Julius Baer poaches AAA-rated bond fund manager from BlueOrchard

Florence Birkett joins Julius Baer in Zurich as an emerging market fixed income portfolio manager.

Andreas Gerber becomes a new member of the LLB group management

He takes over the role from Urs Müller, who will end his active professional life at the end of 2024 after almost 30 years of working for the LLB Group

Association of Foreign Banks elects Vice President

The election ensures that the composition of the board reflects the diversity of the group of foreign banks in Switzerland in terms of business activities and geographical coverage

Brown Brothers Harriman Adds Wealth Management and Multi-Family Office Team in Houston

These key hires expand BBH’s capabilities and expertise in the region and reflect the growth of the business

Indosuez Wealth Management, opens a branch in Portugal

This new step reinforces Indosuez’s position as a pan-European leader in wealth management and fully aligns with the Bank’s strategy to be as close as possible to its clients.

David Aird to leave Ninety One after 24 years

The former managing director of the firm’s UK business will depart his full-time post at the end of March.

Titan Private Wealth appoints joint CEO from Investec

He joins Titan from Investec Wealth & Investment, where he was divisional director and head of the Sheffield Office.

Former Evelyn Top 30 star joins Veritas Investment Partners

Sustainability specialist Kate Capocci returns to a full-time role about nine months after exiting Evelyn.

Dejan Arbutina new member of the management board

Dejan Arbutina has been working at Glarner Kantonalbank since 2011.

Reichmuth & Co continues to expand in Germany

Roestel also studied economics at the Christian Albrechts University in Kiel and is a chartered financial analyst and financial risk manager.

Liontrust appoints Head of UK Strategic Partners

Sophie joins Liontrust from Franklin Templeton

Citigroup wealth unit taps Weintraub from UBS to lead family office group

Fraser hired Andy Sieg from Bank of America last year to lead the wealth effort.

Irwin Mitchell Appoints New CEO To Financial Planning and Wealth Management Business

He has over 25 years’ experience of UK wealth management gained at institutions such as Seven Investment Management LLP, Lloyds Private Banking and Coutts & Co.

Saltus brings in new board chair to aid growth drive

Masojada’s career spans almost three decades

LOIM recruits senior sustainability strategist from Stonehage Fleming

Mona Shah will look to develop investing solutions working with the asset manager’s research teams.

Zurich IM's former investment head to lead ZKB's new private banking team

Petra Hoefer-Luetgemeier joined Zürcher Kantonalbank on 1 March.

French boutique to be sold to wealth management chief and employees

Emmanuel Pateyron of La Compagnie des Placements will take a stake in small and mid-cap specialist Erasmus Gestion alongside its staff.

Schroders Capital appoints Global Head of Business Development and Product

With his extensive sales and product development background, Ingo will spearhead Schroders Capital’s private markets fundraising efforts, engaging with clients worldwide.

Executive Moves