Managers of Wealth

Rathbones chair exits early ahead of May date

Senior independent director Jim Pettigrew will assume the role of interim chair until the 2021 annual general meeting.

CREALOGIX bolsters its technology expertise: Thomas Roth appointed CTO

Most recently, Roth worked for a renowned consulting firm, where he assisted and supported leading national and international retail and universal banks as well as helping asset and wealth managers achieve their digital ambitions.

Alliance Trust appoints former SJP boss to board

Karl Sternberg, the Company’s Senior Independent Director, will stand down from the Board on 30 June 2021.

Boutique PM leaves for LGT

He spent over seven years at the boutique in Liechtenstein.

Leonteq proposes two independent board members

Outgoing board members Jörg Behrens and Patrick de Figueiredo had been members of the board since 2012 and 2010, respectively.

Standard Chartered appoints Global Head of Managed Investments

She is responsible for building and growing the Funds and Discretionary Portfolio Management businesses.

Raiffeisen Wegenstettertal reorganizes management

The 43-year-old Haefliger, who previously worked in asset management and was most recently head of sales at MFM Mirante Fund Management, has Claudia Neeser as his deputy, who also heads the services division.

Indosuez Grows Wealth Management Team

Indosuez said the new appointments will bolster its suite of wealth management offerings at a time when Asia is positioned for economic recovery.

BNP Paribas Asset Management appoints new Global Head of Stewardship

He will lead BNPP AM’s Global Stewardship team

Board member exits real estate boutique

Lukas Camenzind recently resigned from the board of Schwyzer Kantonalbank too.

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”

Goldman Sachs co-head of asset management arm to retire

Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.

Coleman joins Succession to 'accelerate growth'

Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.

UBS Celebrates Two Senior Promotions

UBS Wealth Management is pleased to announce promotions for Marc Nightingale and Brendan Monks.

Private Client Department Established

Simon has a down to earth approach and always aims to give clients peace of mind along with offering clear and pragmatic solutions.

Credit Suisse Nabs Ex-Kotak Mahindra Duo

They will be based in Delhi and Mumbai, respectively.

Credit Suisse Wealth Management India announces two senior hires

Suveer Modi joins as senior relationship manager, Private Banking India Onshore. Based out of Delhi, he will be directly reporting to Matta, and will significantly enhance the bank’s coverage in North India.

Brown Shipley names new wealth planning head

Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.

UBP EAM head joins Zurich IAM

Markus von Holzen played an important role in building the EAM business of Union Banque Privée in Zurich.

ZEDRA appoints MD, Active Wealth, ZEDRA UK

He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.

Executive Moves