Managers of Wealth

Sayers adds five to wealth management team

New kid on the investment and advisory block Sayers has made a bunch of new hires in its growing wealth division.

JTC appoints private client head of Middle East office

It is an exciting time for JTC in Dubai.

EFG International announces changes to its leadership team

Effective 01 May 2021

Schroder & Co Bank appoints Swiss Re veteran to board

The private bank, which is part of the wider Schroders group, has offices in Zurich and Geneva

FINMA CEO Mark Branson to step down

FINMA’s Board of Directors very much regrets his decision and thanks Mark Branson for his enormous and successful dedication to FINMA over many years.

Appointments within Natixis Wealth Management

Audrey Koenig began her career in 1997 as a wealth management advisor at Banque Populaire, before moving to CIC as a private banker.

Tilney Smith & Williamson appoints new financial planner

Wealth management and professional services group Tilney Smith & Williamson has appointed Johnross Busby-Cartwright-Owen to the join the Guildford team as a financial planner for Tilney Financial Planning Ltd.

Smith & Williamson appoints Andrew Manning as Partner

He initially worked at Deloitte, where he advised across sectors within its Audit Advisory and Assurance practice, delivering on controls transformation, risk and assurance.

UBS investment foundations have a new president

The UBS investment foundations have a new president. He is responsible for Swiss institutional clients in the asset management of the big bank.

Pitcairn Announces Key Promotion

Andrew Busser Named President, Family Office

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.

BNP Paribas Wealth Management Names China Market Head

King was most recently with Citi Private Bank as its global market manager for southern mainland China.

UBS Loses China Private Banker

She rejoined UBS in 2017

AHR appoints three new Private Wealth Directors

Andreas, Edward and Ryan will be key members of AHR’s growing team, bringing a wealth of experience in supporting international clients with specialist knowledge of matters from pensions and investments to tax and trusts.

Hargreaves Lansdown hires new head of government affairs

Anne Fairweather joins from Nationwide

LOIM hires three PMs for natural capital and EM equity funds

Henry Zhang is responsible for the China High Conviction strategy, while Alina Donets is in charge of the Natural Capital strategy which was inspired by the Prince of Wales and developed with the Circular Biodiversity Alliance.

Credit Suisse appoints AM CEO and restructures division

He was most recently serving as Senior Advisor to the CEO of UBS Group from 2019 to 2020.

Majid Hussain joins Smith & Williamson as Partner in Private Client Tax team

He joins from BDO where he worked for four years as a Director in its Tax team.

Zurich WM replaces CEO

Beat Schädler succeeds founding partner Amaury Jordan who has been CEO since 2015.

Amanda Blanc appointed Women in Finance Champion as Charter marks fifth year

Amanda Blanc has been appointed as HM Treasury’s new Women in Finance Champion and will spearhead efforts to boost gender diversity across UK financial services

Executive Moves