Managers of Wealth

B. Riley Grows Wealth Management Division

20-year Veteran Financial Advisor Joins Firm as Managing Director, Investments

Northern Trust Strengthens Wealth Management Team

Fernandez has been with Northern Trust for 19 years, most recently serving as Senior Managing Director of a Wealth Advisory Team in Miami, FL.

Credit Suisse Names Top Compliance Official

Both Christine and Rafael will join the Executive Board effective by February 1, 2022 at the latest, and October 1, 2021, respectively, reporting directly to the Group Chief Executive Officer, Thomas Gottstein.

New member of SNB Bank Council: Cornelia Stamm Hurter succeeds Ernst Stocker

The Federal Council has appointed Cornelia Stamm Hurter, Cantonal Councillor and Head of the Finance Department of the canton of Schaffhausen, to the Bank Council for the remainder of the 2020–2024 term of office.

Geneva boutique hires rated DPAM managers

Two managers from Degroof Petercam Asset Management to join.

Zug IAM hires COO

Meyer’s appointment is effective as of 1 September.

Credit Suisse Nabs Bankers in Italy

The hires underline Italy's role as one of Credit Suisse's «most important markets,» the bank writes.

Natixis IM appoints AU and NZ country head

Prior to that, she worked at firms including CQS, Challenger and Aberdeen Asset Management.

Swiss bank Poaches From Deutsche Bank

He is currently head of wealth management in Switzerland at Deutsche Bank.

Nucleus CEO to step down

James Hay says that Mr Ferguson will leave the company after a handover period and will stand down from the board with immediate effect.

Gemma Godfrey joins Oberon board as non-executive director

She has previously headed investment strategy for wealth manager Brooks Macdonald and chaired the investment committee at Credo Capital.

Geneva WM names two board members and grows Portugal presence

Frédéric Binder was previously a member of the management committee of Lombard Odier, while Yves Rossier is the former Secretary of State of the FDFA.

Quintet fills the gap after the Swiss exodus

Before moving to the major US bank, she worked as CFO at the European company of the Ticino private bank BSI.

Pranac Nadkarni announced as new director of Tilney, Smith & Williamson

Tilney Smith & Williamson’s Advisory Consulting practice supports businesses in a range of situations, from companies experiencing underperformance to successful businesses looking to further optimise and grow.

UBS Taps Longtime Exec to Head Family Office Unit

Replacing Spalthoff is Sarah Salomon, a senior strategist with the firm who has served in various leadership roles, including as assistant market head for private wealth management in Chicago, the company said, according to Insider.

Hurst Point Group announces Managing Director of Financial Planning division

It will be an exciting time ahead as we look to expand our national footprint, whilst focussing on giving clients the best advice on meeting their financial goals and aspirations in the future.

Two Financial Advisors Join UBS Wealth Management

We continue to focus on recruiting and retaining the most client-focused and productive Financial Advisors in the industry

Snowden Lane Partners boosts wealth team

Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director

Northern Trust Names New Head for its Business Across Australia and New Zealand

He succeeds Angelo Calvitto, who was named as head of Northern Trust in Asia Pacific in June this year.

Edmond de Rothschild Deputy Wealth Head Exits

The memo, signed by Rothschild's new CEO François Pauly, doesn't disclose specific reasons.

Executive Moves