Managers of Wealth

Top 50 IAM appoints chief investment officer

Cyrill von Burg is also joining the executive management.

UBS recruits XP private banker in Brazil

Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.

Nelson Peltz resigns from Janus Henderson’s board

Famed activist investor hands over independent non-executive director position.

Former BNY Mellon Exec Joins Delio as Chief Operating Officer

He has a successful track record in identifying solutions to complex business problems

Schroders Alumnus Returns to Lead Asia Pacific

Schroders has also announced a number of changes to its senior personnel in the region including the retirement of Hong Kong CEO and deputy head of APAC Amy Cho.

Eight-Member Wealth Management Team Joins First Republic

Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang

PKB brings UBS managers to the board of directors

The private bank PKB , domiciled in Ticino , appointed the former UBS manager Stefano Veri as a member of the board of directors at the beginning of November

VP Bank : Change on the Executive Board of VP Bank Group and appointment of a new CEO of VP Bank (Switzerland) Ltd.

Dr Mara Harvey will take over as the CEO of VP Bank (Switzerland) Ltd, including responsibility for the management of the Europe region.

Zwei Wealth appoints UBS veteran as institutional clients head

Mathias Rohr has also worked in investment banking risk management.

Schroders announces leadership changes in Asia Pacific

After more than 17 years with Schroders, Susan Soh, CEO of Schroders Asia Pacific, will retire from the firm at the end of this year.

Evelyn Partners announces senior appointment in Transaction Services team

Jonathan joins Evelyn Partners from Quantuma where he focussed on providing financial due diligence to lower to mid-market private equity firms.

Invesco appoints UK sales boss in raft of promotions

She has been promoted to the role from her former position as head of passives UK at Invesco

Private Wealth Adds Partner/Senior Portfolio Manager

“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.

Northern Trust Names New Asia Pacific Head of Digital Assets Innovation

He was the vice president of innovation at DBS Bank.

Quilter plc Directorate Change

Having previously undertaken this role with a view to handing over to Mr Barker, the Board has confirmed that Ruth Markland will Chair Quilter going forward, and Tim Breedon will be the Senior Independent Director.

Handover of the ZKB business with rich people from Zurich

He has been responsible for the market since 2014.

UBS hires $1 billion advisor team in Chicago

Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.

Waverton grows Adviser Solutions team with appointment of abrdn’s Nick Webb

Webb's appointment comes as Waverton continues to grow its Adviser Solutions channel following a 74 per cent uptick in inflows to its MPS in the last financial year.

IQ-EQ appoints Head of Risk and Compliance in Jersey

He started his career with KPMG and Deloitte as a chartered accountant and auditor, before holding various senior policy and managerial positions with JFSC.

Brooks Macdonald hires Hawksmoor regional sales manager

Kieran Daly joins as a sales manager covering the Midlands, Wales and North of England.

Executive Moves