Managers of Wealth

UBS Dubai taps Credit Suisse bankers to target wealthy Indians

Their appointment is part of push by UBS to focus on the growing number of rich Indians living overseas at a time when the sub-continent is seeing rising wealth.

Cohen & Steers Appoints Kimberly LaPointe as Head of Wealth Management Consulting Group

Prior to joining PGIM Investments in 2005, she worked at JP Morgan Asset Management as a Vice President and at Dean Witter InterCapital as an analyst.

Brooks Macdonald COO, CFO and chief risk officer to depart

Ben Thorpe and Lynsey Cross

Kristelle Wauters is appointed head of Edmond de Rothschild REIM in France

“Added value” or “high return” approaches will be favoured, in the form of funds or portfolios on the French market but also pan-European with other Edmond de Rothschild REIM entities.

Natixis IM Promotes APAC Head

This is in addition to his existing responsibilities for global operations and technology, human resources and corporate social responsibility strategy.

Expansion of Private Client Practice

He has a wealth of professional experience in the offshore context having practiced in Singapore, New Zealand, Guernsey, the Netherlands Antilles and the Cook Islands.

Basel-based IAM hires ex-Credit Suisse banker as relationship manager

Aylin Gürer joined Tareno at the start of the year and had previously worked with single-family offices.

Top 50 IAM's CEO steps down from water fund

Sybille Wyss will continue as the CEO of Tareno but will no longer manage the Global Water Solutions fund. Katja Ackermann will take her place alongside Stefan Schütz.

The government council elects Erwin Bucher to the bank council of Zuger Kantonalbank

Erwin Bucher, 53, has been Head of Corporate Internal Audit at Swiss Life Holding AG in Zurich since 2015.

Michael Müller to be new CEO of the Baloise Group

After around 18 years of service at Baloise, Gert De Winter will be leaving the Company at his own request on 30 June 2023 in order to devote himself to various projects that are close to his heart.

Richard Christinat appointed Head of Financial Markets and Treasury

The Bank’s Executive Board entrusts the management of the Financial Markets and Treasury Department to Richard Christinat.

Credit Suisse Switzerland real estate head to join boutique as CIO

The head of the real estate Switzerland division currently manages portfolios valued over CHF32bn at Credit Suisse.

Brown Advisory Hires Ex-Janus Henderson Executive

Previously, she also worked at BNP Paribas Asset Management, Legg Mason Asset Management and Schroder Investment Management.

UBS AM recruits head of impact investing

Narina Mnatsakanian will lead the firm’s expanding impact investment proposition, in the newly created post, drawing on 15 years of experience in heavyweight roles.

NTT DATA strengthens UK Banking Practice with four strategic hires

The new hires Joel Craven, Rajshekar Mylavarapu, Pravin Ningoo and Sumant Kumar play into this growth, and all four have all joined NTT DATA UK&I over the past month.

Luke Hornsby ACSI of EY appointed as new Chair of the CISI Young Professionals’ Network committee

Luke has worked in financial services since 2018

M&G plc appoints CEO M&G Asset Management

Joseph will have accountability for all investment capabilities

Wren Sterling Group appoints former CEO of Ruffer, Clemmie Vaughan, to NED role

She is Chair-elect of CG Asset Management and was previously a Non-executive Director of Electric & General Investment Fund from 2012 to 2017.

Former Partners Group team starts at Bellevue

Having joined Bellevue in early December 2022, the former secondaries team at Partners Group is now launching its first fund, the company announced on Tuesday.

Ex-Punter Southall Top 100 star joins Coutts as fund analyst

After a break following Canaccord’s acquisition of Punter Southall Wealth, former head of fund research Martin Ward heads to Coutts.

Executive Moves