Managers of Wealth

Newton sustainability boss to exit for JO Hambro Capital Management

Andrew will remain with Newton until mid-February 2022

Six-person advisor team joins UBS Private Wealth Management

At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.

William Blair Expands Investment Banking Footprint to Denver With Addition of Managing Director

He joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.

RGT Wealth Advisors Appoints Managing Director

Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.

AssetCo appoints new CEO

He will continue to be Deputy Chairman of the Company and will remain actively involved in the development and execution of the Company's strategy.

Digital bank appoints CIO

Esty Dwek succeeds the bank’s first CIO, Charles-Henry Monchau, who left in August.

Change in the management of Schaffhauser Kantonalbank

The board of directors appoints André Merz as his successor.

Flowbank completes the tour and comes to Zurich

In a further step, the bank wants to expand beyond the national borders.

JTC Private Office Appoints UK Head

With a reputation as a leader in the UK and international private client space, Nic has over 20 years’ experience of bringing broad and bespoke fiscal governance to High Net Worth individuals and families spanning the globe, with particular expertis

Canaccord hires from Bordier & Cie for new national distribution role

David Muncaster becomes head of distribution, a new role created to support the firm’s growth.

Deutsche Bank Wealth Management Hires Ex-DBS Duo

Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.

Financial Advisor in Los Angeles Joins UBS Private Wealth Management

Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending

Seven New Directors Join The Investment Association's Board

The appointees join the Board from a range of firms including some of the largest asset managers in the country

BNY Mellon Appoints Global Head of Marketing & Communications

Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.

Lioner Appoints Wealth Veteran as Partner

Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.

Tilney Smith & Williamson hires two from Quilter Cheviot

Crawford Armstrong and Mark Johnson joined the firm to focus on business development in Scotland and the South of England respectively.

Julius Baer announces new organisational structure for market Switzerland

Gilles Stuck has been with Julius Baer since 2018, when he joined the Bank as Head of Structured Finance.

More Changes at Credit Suisse's Brazilian Arm

Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.

Goldman Sachs appoints Coleman as new CFO, replacing Scherr

The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.

Avaloq appoints Georges Roten as new Regional Head for Switzerland and Liechtenstein

The seasoned manager is taking over from Mathias Schütz who is leaving Avaloq after a 20-year affiliation in various leadership functions.

Executive Moves