Managers of Wealth

Geneva IAM appoints CEO

The company received an expanded licence from Finma last week.

Martin Scholl has decided to step down as CEO of Zürcher Kantonalbank on August 31, 2022

The bank stated that the change is being announced early so that it can plan the succession process carefully.

Cantonal Bank CEO Heads Towards Exit

The early announcement of the change of CEO enables the bank a careful and optimal succession plan.

Close Brothers AM appoints Investment Director

In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.

IQ-EQ appoints first Head of Capital Markets

Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.

HSBC Asset Management hires climatech team

The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.

Reyl appoints Zurich head

Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.

Baird appoints Private Wealth Director

She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.

Ex-Avantax gatekeeper resurfaces at $1.2bn RIA

In his new role Landry serves as director of advanced planning for Credent, a newly created position.

Walker Crips makes new hires for Southampton office launch

Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.

Gresham House seeks to oust Strategic trust chair to kick-start strategic review

It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r

Two Wealth Managers Join First Republic

Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.

Tanvi Davda steps down as CEO of private office Saranac

Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.

Unigestion boosts board

Professor Weder di Mauro, who joined the Unigestion Board this week, is one of Europe’s leading academics, having worked as an economic adviser for several governments and central banks, as well as serving on the boards of a number of major corporat

Bank Reyl Zurich head joins Geneva PB as head of private banking

Welti joins from Bank Reyl, where he was head of Zurich for over seven years.

UBS AM chief steps down

Doherty used to work at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger across various roles, mostly in business development.

AllianzGI appoints new Global CIO

Greg brings 25 years of experience in Multi Asset investing from both a wealth management and asset management perspective.

Sanctuary Global Recruits Former Tennis Pro From Morgan Stanley

Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.

Aztec Group appoints new Client Development Director

Jon joins the Group as Client Development Director, based in our Southampton office.

Iress appoints Head of Business Development

With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.

Executive Moves