Managers of Wealth

ECB Executive Board Member Becomes New Bank CIC CEO

Moretti takes over from David Fusi, who has been heading Bank CIC Switzerland on an ad interim basis since December 23.

Rothschild & Co’s Wealth Management business in Israel expands with three key hires

Israel is an important market for Rothschild & Co.

LGT Wealth India Appoints Three MDs For Different Verticals

LGT Wealth India, Securities and Exchanges Board of India (Sebi)-registered portfolio manager, is owned LGT

Marios Broustas appointed Managing Director and Head of Rothschild & Co in Greece

Mr Broustas brings more than 20 years of investment banking experience to Rothschild & Co

Pantheon welcomes four new Partners, announces global promotions to enhance long-term growth capabilities

The three new Partner promotions strengthen and enhance our Operations and Investor Relations teams to ensure that we are best equipped to provide our clients with the highest levels of service.

Ex-bond PM joins Mirabaud as wealth manager in Geneva

Two specialists in the Turkish market are joining the private bank.

Vanguard appoints DWS veteran as head of Switzerland

Roger Bootz has held senior positions at UBS, Société Générale and Stoxx.

Sionic Appoints Jersey-based Daniel Le Blancq to Lead Offshore Growth

We’re expanding our services for regulated offshore firms

Carey Olsen adds new partner to Trusts and Private Wealth practice in Jersey

Carey Olsen has one of the largest offshore trusts and private wealth practices.

Neue Privat Bank Appoints Head of External Asset Managers

Previous stops in his career include Credit Suisse, where he worked in currency trading and relationship management, as well as Lombard Odier, Gibraltar, where he headed private banking services for 16 years.

Vanguard Switzerland is Under New Management

Vanguard appointed Roger Bootz as head of business development for Switzerland and Liechtenstein, and country head of Switzerland, the US asset manager announced on Monday.

Schroders bolsters £149bn fixed income team with ex-Aviva credit specialist

Josh Panton joins

Moneyfarm appoints diversity champion as chair

She is the founder and executive chair of fintech Snoop and was the chief executive of Virgin Money from 2007 to 2018, leading the company to IPO.

Fulcrum appoints Australia head to bolster growth strategy

Prior to this, Ambassador had represented Fulcrum in the Australian institutional market since 2012.

Fifth Wall Expands Mandate of Its Climate Business to Include Infrastructure

Bolstering its position as the largest asset manager focused on decarbonizing the real estate industry

RBC expands European equity sales teams with two new appointments

New hires bring considerable experience to the bank, having previously served at Berenberg and Investec, as well as Citi, Credit Suisse and Goldman Sachs, respectively.

Investec names Emily Dawson as Head of Corporate and Family Office

Based in Guernsey, she will lead the business across the Crown Dependencies.

BNP Paribas Appoints APAC Head of Transaction Banking

Noirot has 21 years of banking experience, including 11 years in the APAC region.

Federated Hermes Names Asia Stewardship Lead

Teverson has more than 20 years of experience investing in and engaging with companies in the two markets.

Crowe appoints Head of private clients

The firm is enjoying a significant period of expansion, having delivered revenues of over £125 million for its last financial year

Executive Moves