Managers of Wealth

Redwheel global fund manager retires

Louise Keeling has been succeeded by portfolio manager Ben Hall

UBS recruits 50 financial advisors to help with clients’ wealth management

With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.

BIL Suisse duo join private bank in Zurich

Banque Havilland names Andreas Rösch its new head of private banking in Zurich.

CS Names Investment Banking Committee Members

Capital markets members include Marc Warm for the Americas, Michael Furber for EMEA and Kuan-Ern Tan for APAC.

Oppenheimer hires Merrill int'l advisor vet for Miami-area office

Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.

Sionic Expands Asset Management Expertise

New Partner Tina Wilkinson Enhances Sionic’s Asset Management Footprint

Hyposwiss Private Bank chair retires

Consequently, several board members have new roles.

Partners Group appoints Chief Financial Officer; new member of the Executive Team

Previously, Mr. Gröflin was CFO and a member of the Executive Board at Axpo Holding AG.

Hjalmar Schröder is the new Head of Risk at Zürcher Kantonalbank

Hjalmar Schröder, who has worked for Zürcher Kantonalbank for eight years, has extensive specialist and managerial experience in banking

HSBC Private Bank Hauls in Staff from Competitors

Based in Switzerland, they are part of a newly formed team to drive growth in the Europe, Middle East, and Africa (Emea) region.

Northern Trust Asset Management Announces Leadership Changes

The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.

Canaccord hires Coutts star to set up new regional advice arm

Personal Finance Society 2023 chartered planner of the year Hazel Bowen will set up a financial planning arm for CGWM in Norwich.

Walker Crips 40-year wealth veteran joins city boutique

Peter Land joins Capital Financial Markets after suggesting that his approach to clients had ‘diverged’ from that of Walker Crips.

HSBC raids private banking rivals for Swiss-based talent

Among the appointments is Esty Dwek, who was most recently chief investment officer at FlowBank.

JPMAM Announces Senior Appointments in Asia

JPMAM established its APAC business in 1970 and has over 1,500 employees with $217 billion of client assets, as of 31 March 2023.

Close Brothers Directorate change

Kari has extensive experience as an auditor

New Chief Financial Officer at GKB

Urs Widmer started his professional career in the consulting business.

Ex-SJP director joins advice network as managing partner

Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’

Schroders appoints Rachael Dowers as Institutional PR Manager

She will also be developing and executing PR activity for Schroders Capital, the private assets arm.

M&G appoints Richard Godfrey as Chief Operating Officer for Asset Management

Richard previously held roles at Mello as CEO of its investment servicing business in Europe and Robert Fleming in senior asset management and insurance operations roles.

Executive Moves