Managers of Wealth

Latitude Consultancy Appoints Advisory Board

Craft Brings Decades of Knowledge and Experience to the Leading Citizenship and Residency by Investment Firm in the U.S. to Propel the Next Phase of Latitude's Strategic Growth

JP Morgan hires head of Switzerland equity capital markets

He will report to Stefan Weiner, head of Northern Europe equity capital markets.

Zug AM hires infrastructure PM

Bantleon has expanded its infrastructure equities team by hiring Manuel Schulz as portfolio manager.

Credit Suisse Seeks Well-Being Expert

Now the lender needs someone to design wellbeing services, which are «preventative in nature» and can influence the firm’s wellbeing strategy.

Zug AM hires infrastructure PM

Bantleon has expanded its infrastructure equities team by hiring Manuel Schulz as portfolio manager.

IQ-EQ appoints new Group Chief Operating Officer

Joanna will lead IQ-EQ’s global operations across all 24 jurisdictions

Seventy2 Capital Wealth Management adds veteran to team

Jeff and Betty join Seventy2 Capital Wealth Management with each having over 20 years of experience in the industry under their belts.

Credit Suisse kicks off ‘very aggressive’ hiring spree after Archegos exodus

Swiss bank brings in new recruits in bid to replenish top ranks

Blackstone appoints ESG head

Dr. Rogers will oversee Blackstone’s corporate ESG team, leading strategy, integration, reporting and engagement.

Liechtenstein IAM hires WM veterans as partners

Both new partners will join the investment committee.

BBH boosts private banking team

Ianni Palandjoglou is BBH's first full-time employee in the Houston market

Zurich digital WM appoints head of impact

The firm, founded in Zurich in 2017, now has 45 employees.

Swiss wealth management group appoints Head of Wealth Planning and Family Office Services, Singapore.

He will be responsible for leading the Bank’s wealth planning team in Singapore to provide best-in-class wealth planning services to its clients

Cambridge Bancorp expands wealth management team

Cambridge Trust welcomes five new employees to further enhance client services

IQ-EQ hires Group Chief Information Officer

She has previously held a number of senior technology leadership roles with insurance firms including Bupa, management consulting firms including McKinsey and Andersen and Fortune 100 banks.

LPL Financial and Gladstone Wealth Partners expands team

For more than 24 years, Howell has helped high-net-worth families, executives and small businesses plan, grow and protect their financial lives by providing personalized advice tailored to each client’s needs.

Sanctuary Wealth expands leadership team

Industry veteran with 30 years' experience will also serve as General Counsel

Barclays Adds Private Banking Trio in Singapore

Barclays Private Bank has strengthened its Asia business with three new appointments in Singapore.

PraxisIFM appoints two new Managing Directors

Daniel replaces Richard Kearsey, who retires at the end of November after 21 years at the Group.

St.Galler Kantonalbank with a new management duo in Frankfurt

Before joining the Swiss State Institute, he worked for seven years in wealth management at the Franco-German private bank Oddo BHF at various locations.

Executive Moves