Managers of Wealth

Maven hires Tregidon as head of Financial Planning

Prior to this, he ran the Financial Planning arm of one of South Wales’ largest regional accountancy firms, based in Swansea.

Wealth Manager Joins First Republic in Century City

Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area

Credit Suisse Names Chief Swiss Lawyer

After studying law at the University of Zurich, Renato Costantini was admitted to the Swiss Bar Association and later gained a PhD from the University of Lucerne.

Boe Pahari to Depart as AMP Capital Spins Off Private Markets

Private Markets will also put in place a new management equity plan, to attract and retain talented investment professionals and management, the announcement said.

Wells Fargo’s private wealth head is leaving

Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.

PB cuts jobs, overhauls board and targets acquisitions following losses

In a media release on Friday, IHAG stated that it had lost money and experienced an outflow of client funds.

Zurich digital asset manager appoints two board members

They were both unanimously elected by shareholders at the annual general meeting on 22 April.

RBC, Stifel Add Merrill Lifers in NY, NM

Meyers started his career at Merrill in 2013

Senior Investment Specialist Joins HSBC Asset Management

The industry veteran of 30 years joins from First Sentier Investors, where he was chief investment officer for fixed income and multi-asset solutions.

Quilter Cheviot hires Jamie Maddock to bolster equity analyst team

The global energy and materials sectors are at an interesting yet challenging juncture.

Perks Private Wealth welcomes new Chair

As the next exciting step in its continued progression, senior investment executive, Christo Hall has been announced as Chair of its Investment Committee.

SVM Asset Management appoints Sales Manager

He will be working alongside Head of Sales & Marketing Giles Robinson, and the two will have responsibility for client relationships, with McFarlane focusing his efforts on clients in the North of England, Scotland and Northern Ireland.

Tilney Smith & Williamson expands business development team in the North West

At Tilney Smith & Williamson, Bickerstaffe will be responsible for developing the Group’s strategy with external IFAs in the North West.

UBS Nabs $1.8B Wells Fargo Private Bank Team

Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.

Paribas Asset Management appoints Global Head of Sustainability Research

He will be responsible for BNPP AM’s Sustainability research agenda and ESG scoring platform, and manage its team of ESG analysts.

Private equity veteran joins Lausanne boutique

Ulrich Mogwitz is a senior investment director, and specialises in lower mid-market companies in Germany, Austria and Swizerland.

HSBC Boosts Wealth Management Team in Singapore

The bank has made two senior hires in newly created roles at its Wealth and Personal Banking business in Singapore, to drive its Asia wealth ambition.

Mirabaud M&A advisory arm hires managing director

Benoît De Courcelles previously worked at Lazard as an adviser and Goldman Sachs before moving to corporate M&A.

At Credit Suisse, Archegos Sparks More Departures

Anerella will focus on stabilizing the franchise, delivery of remediation actions and repositioning the business to deliver the highest level of service to our clients.

Veteran UBS Treasurer Joins Risk Consultancy

In his role, he will utilize these skills to deliver the newly launched Board of Directors Training to our clients.

Executive Moves