Managers of Wealth

PIMFA appoint Andrew Shepherd and Helen O’Neill to its Board of Directors

Andrew brings more than 25 years’ experience of financial services to the PIMFA Board.

Mirabaud Appoints New Group Risk & Compliance Head

Hauri has over 20 years’ experience in risk management

PNC Private Bank Hawthorn's Institute for Family Success brings in new Leadership, added Expertise

She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.

CBRE IM Hires Ex-UBS Real Estate Specialist

Previously, she also spent over 10 years with Aberdeen in its indirect real estate team.

Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and the Caribbean

Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.

PIMFA delighted to welcome Paul Stockton and Stuart Dodson to its Board of Directors

He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.

Credit Suisse Geneva private banking trio exit

Credit Suisse’s Latin America desk in Switzerland has suffered another bout of exits from its private banking unit just a few months after losing one of its regional teams.

Rachel Stace named Director in Grant Thornton private tax wing

She is a trusted and knowledgeable professional who is well versed in complex matters within tax, making her a valuable asset to the team.

Credit Suisse Poaches Talent For Zurich's Affluent

Prior to her role at Postfinance, she worked in business development at Migros Bank.

SocGen Private Banking Switzerland appoints financial intermediaries head

He has worked for BNP Paribas since 2004, most recently managing the financial intermediaries and Latin America markets in the Swiss wealth management division.

Preston Legal names Nick Marshall as Partner

Nick was a Partner with various law

Credit Suisse Reshuffles Southeast Asia Leadership

He was appointed as market group head Indonesia and Malaysia in November 2022 as part of a broader reorganization of the APAC wealth business.

Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco

We believe we have the strongest platform for Private Wealth Advisors in the industry

$340 million advisor team joins UBS in Hartford, Connecticut

David and Sean will join the UBS Greater New England Market, managed by William Cholawa and Weisner Perez, and will be based in the Hartford, Connecticut office.

Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

There is increasing demand for pensions solutions in Switzerland, providing growth potential for the Wealth Management business in this area.

Sacha Bodenehr appointed as Market Head Geneva and Branch Manager Geneva

In these positions, he will lead the Bank’s Swiss business in Geneva and coordinate the collaboration between all functional and divisional heads locally.

Association of foreign banks in Switzerland names new CEO

The CEO of LGT Bank (Switzerland) Heinrich Henkel has stepped down after six years in charge of the association.

Ex-Schroders global head of product, Carolina Minio Paluello, appointed CEO of Arabesque AI

Prior to this, Dr Minio Paluello led the integration of sustainability into product solutions at Lombard Odier following more than a decade at Goldman Sachs Asset Management, where she led quant strategy across client portfolios.

Johanes Oeni appointed Head of the International Private Bank in South-East Asia

Throughout his career, Johanes has demonstrated a successful track record in managing, leading, growing and nurturing teams of Relationship Managers and wealth management specialists.

Jörg Gasser to leave SBA

Jörg Gasser informed the Chairman at the end of 2022 that he intends to pursue a new career direction this year.

Executive Moves