Managers of Wealth

Sionic Appoints Northern Trust’s Sascha Calisan to Lead Distribution Services Specialism

We’re expanding our asset management leadership team

Artorius announces the engagement of Jonathan Brown as Senior Adviser.

Throughout his career he has successfully developed multi-generational, trusted partnerships with entrepreneurs and their families as well as their professional advisors.

Ex-UBS Banker Turns Headhunter for Swiss Fintechs

Based in Geneva, he will be responsible for building up the business in the local market and at act as the local liaison for the global business of the headhunting firm.

Broadridge's LTX® Announces Leadership Transitions, Jim Kwiatkowski Named CEO of LTX

Mr. Kwiatkowski is an industry veteran, having spent more than 20 years in the electronic trading industry.

Oppenheimer Announces Senior Hire Within Financial Institutions Group

Rabi Karki joined the Investment Banking Financial Institutions Group as Head of Asset Management & Wealth Management (EMEA)

RBC Brewin Dolphin, one of the UK's leading wealth managers, announces the appointment of wealth advisers

These appointments mark the continuing expansion of the team focusing on the '1762' proposition which focuses on clients with complex requirements,

Fidelity International Hires Group Marketing Chief

Richa Goswami joins Fidelity International as its group chief marketing officer

UBS Switzerland Marketing Manager Moves to Group

After eight years as the head of marketing and digital sales for UBS Switzerland, Daniel Fischer is moving to group communications and branding starting January 1

Pictet sets up private debt team with four hires

The asset management group is aiming to launch a direct lending fund in early 2023.

Hargreaves Lansdown names Top 100 star as multi-manager head

Ziad Abou Gergi takes up the newly created post of multi-manager head at Hargreaves Lansdown as the firm gears up for the launch of 19 strategies.

Bank Wir chairwoman to step down to concentrate on her business

The board of directors of the bank supports the candidacy of Marc Reimann, the current vice chairman.

Syz sends Geneva private banker to head new Uruguay branch

The firm’s deputy head of Latin America Rodolfo Rodriguez will head the new office in Uruguay.

7IM partner leaves to launch new London firm

Michael Martin has left to found a new financial planning firm in London.

PGIM appoints senior diversity champion

Natalie Gill joins PGIM’s London office as vice president of DEI strategy after stints at SMBC, Santander, Deutsche Bank and Goldman Sachs.

President of Bank Wir announces farewell

At the cooperative bank Wir there will be a change at the top of the board of directors next spring.

Columbia Threadneedle recruits ex-GAM bond portfolio manager

The new hire focuses on segregated mandates for strategic insurance clients and started last month.

Downing hires M&G fixed income director

Richard Booth joins Downing’s capital solutions team off a 10-year spell at M&G.

First Sentier bolsters responsible investment team as head retires

Foulkes, based in London, has worked at FSI since 2017, focused on fixed income.

KPMG Acceleris bolsters leadership team with Partner appointment

KPMG Acceleris has announced that it has appointed Sarah Abrahams as a Partner.

J. Safra Sarasin Hires Ex-Julius Baer Bankers in Singapore

The bank has also hired Rupesh Singh as a managing director in the unit after he, too, spent eight years at Julius Baer as a former managing director senior advisor.

Executive Moves