Managers of Wealth

Credit Suisse hires Guez to drive investment bank and wealth management tie up in France

The Swiss bank is creating closer links between its wealth management unit and investment bank

Julius Baer recruits Citi PB exec in Brazil for client team

Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC

Credit Suisse Appoints New Private Bank Head in Spain

After the abrupt departure of its private banking head in the region, the bank has found a Credit Suisse veteran to run its business in Spain and Portugal.

Banking veteran joins asset manager

The Zurich-based company Swiss Rock Asset Management was founded in 2007 by Roman von Ah

FP Solutions joins Tilney Smith & Williamson

Steve will join the team at Summit House

Climate Asset Management appoints Senior Legal Counsel

Amy Merrill, former UNFCCC negotiations lead for 'Article 6' of the Paris Agreement, returns to the private sector.

Highvern establishes in Ireland and makes three senior hires to launch

The Irish offering will include, subject to the applicable regulatory approvals, corporate and fund administration services to unregulated and regulated structures across Debt, Capital Markets, Real Estate, Infrastructure, Private Equity, Aviation, Hedge

M&A advisory firm expands team

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

JPMAM trust appoints new Liontrust non-executive director

Mandy Donald is the trust's new NED

Guernsey Finance appoints new Strategic Advisor

Henry has also recently been appointed as an independent member of the new States Investment Board by the States of Guernsey’s Policy & Resources Committee

Former Foxconn Exec Rejoins Swiss Bank UBS

Tu is a former chief investment officer and vice president of Foxconn Industrial Internet, a subsidiary of the Taiwanese electronics manufacturing firm Foxconn.

LaSalle St. Successfully Recruits Two Independent Wealth Management Firms

Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.

Swiss Wealth Boutique Names Partner

The startup was co-founded in 2014 by former UBS chief economist Klaus Wellershoff.

Bern boutique appoints portfolio management head following founder’s retirement

There are two new members of executive management.

Head of BMO Private Wealth to retire

Andrew Auerbach will depart in the coming months after more than two decades with the firm

Former Goldman Sachs Senior Investment Banker Joins the Freedom Board of Directors

In 2010, Ms.McQueen started working at Amazon.com, INC. headquarters in Seattle serving as a senior financial analyst providing financial analysis and oversight for Amazon's financial operations.

Bäch IAM recruits portfolio management veteran from BNP Paribas

He previously worked at Credit Suisse, both in Zurich and Luxembourg.

Fintech Pioneer Says Goodbye to Swisscom

Hoehener will keep his roles as a consultant on the board of directors of digitalization consultant Ti&m

SEI Announces Leadership Change

SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services

Neal Gerber Eisenberg Adds Partner Frank Paolini to Private Wealth Group

He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.

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