Managers of Wealth

ZKB veteran joins Bergos as private banking Switzerland head

Würmli worked at Zürcher Kantonalbank from the start of his career in 2000 until 2022.

DZ Privatbank appoints head of core portfolio management

Commerzbank veteran Thomas Groß took over the position at the beginning of 2023 after a year long break from work.

Sycomore AM hires ex-BNP Paribas head as new CEO

Denis Panel has joined Sycomore AM, part of Generali Investments, to replace Emeric Préaubert, who co-founded the firm in 2001.

ABN AMRO appoints as interim CFO from 1 May 2023

Ferdinand Vaandrager will replace Lars Kramer, who will be stepping down to pursue another career opportunity outside ABN AMRO.

Avellemy appoints head of collectives from Saunderson House

David Morcher replaces Alena Kosava who left Ascot Lloyd’s fund management division after a 14-month stint.

Olivier Ruch becomes a partner at ZWEI Wealth

Olivier Ruch brings more than 30 years of experience in the financial industry.

Praxis announces exec-level appointments

In his new role, Colin will draw upon his career experience working across the private, public and defence sectors in roles as diverse as strategic business development, government chief information officer, and strategy lead for the Ministry of Defence.

JPMorgan banker joins Blackstone to advise wealth fund investors

Stubbs joins from JPMorgan's private bank, where he was global head of thematic investing

VP Bank appoints head of private banking Germany

Marcel Seger has held the position since February 2023.

TIAA Taps New Head Of Wealth Management Distribution

She has served as the bank’s country head of wealth and personal banking in Malaysia and as global transformation program director in London.

Credit Suisse Names New Singapore CEO

Both appointments are subject to regulatory approval.

Credit Suisse Global Equities Co-Head Departs

Doug Crofton with whom Hosie was co-head of the unit, is leaving Credit Suisse to pursue other opportunities.

Goldman Sachs AM global fixed income CIO to retire after 26 years

Sam Finkelstein to exit in June

Singapore Highlights Credit Suisse's Talent Exodus

Hardly a week goes by without Credit Suisse having to announce high-ranking departures, with the brain drain making it all the more difficult for the bank's management to achieve a turnaround.

Multi-asset fund manager appointed at Schroders

Prior to joining Schroders, he had been a product specialist with Insight Investment for three years.

Former Charles Stanley CFO lands board position at Brooks

James Rawlingson will take up non-executive director role on 2 March

Ocorian appoints new Guernsey Head of Private Client

He started his career in practice with KPMG, before spending 12 years in private banking with HSBC based in Guernsey, Jersey and Geneva.

Saltus appoints chief people officer

Kendall has more than 20 years’ experience in HR, starting her career at the University of Portsmouth and holding a number of senior roles, including head of HR at Candyking UK.

Fortus recruits for new wealth management arm

The new wealth management service line will be based out of the York office, with Marley working across all of the Yorkshire offices.

Vontobel private banking veteran joins Cité Gestion

Joëlle Company has spent over 27 years at Vontobel working as a client relationship officer in the private division.

Executive Moves