Managers of Wealth

AJ Bell names managing director of adviser platform

Billy has been an integral part of AJ Bell Investcentre's growth over the past 13 years

Veteran Credit Suisse Technologist Logs Out

He was sidelined in a reorganization last August when a direct banking push he oversaw was merged with digitalization under Anke Bridge Haux.

STM Group names new CFO, makes COO redundant in board shakeup

She is expected to join in October "allowing plenty of time for an orderly handover" from the current CFO Therese Neish.

Hywin Holdings Names Former Citigroup Investment Banker as Chief Financial Officer

Appointment further bolsters Hywin’s commitment to international standards of corporate governance and shareholder value following successful IPO and listing on NASDAQ

SEI Appoints Defined Contribution Client Director

Benstead brings extensive experience in the DC market to SEI

Netwealth hires head of investment solutions

Naomi's experience will be a great addition to the team and brings a unique skill set.

Van Lanschot Kempen: Supervisory Board puts forward Brigitte Boone as its new member

De Nederlandsche Bank has agreed to the intended appointment of Brigitte Boone as a member of the Supervisory Board.

All Change at Bank Syz

The search for a successor is ongoing. Bank Syz outsourced a large part of its IT to private bank Lombard Odier some time ago.

Ocorian’s Charlotte Cruickshank appointed Global Head of Fund Onboarding and Solutions

She has an extensive background in fund administration

JPMAM appoints ANZ CEO

He joined the firm in London in 1998, and served in a variety of finance, strategy, project management and operations roles across the business.

Zurich PB appoints CEO

The previous incumbent Gustavo Tavares, who held the role for three years, chose to leave the bank to pursue opportunities elsewhere.

Affinity Private Wealth appoints Associate Director

Jon brings with him 18 years of industry experience, with particular expertise in alternative investments, fund research and portfolio management.

Credit Suisse AM names thematics manager as equity head

Angus Muirhead will take over from Filippo Rima as head of equities on 1 September.

Robeco Poaches Sustainability Team from UBS

Asset manager Robeco has poached back an expert from UBS to lead its expanded sustainable investment research team in Zurich.

JPMAM appoints new Australia and New Zealand CEO

Andrew Creber was most recently APAC deputy chief administrative officer at the firm

Swiss Re Appoints New Trade Finance Chief

The appointment will take effect from August 18.

Leading wealth manager bolsters regional offering with senior hires

A leading wealth manager with £16.5 billion in funds under management, has announced the appointment of two new hires to its offices in the North West and Edinburgh.

Cohen & Steers Appoints Head of Wealth Management Consulting Group

Mr. Kuberski brings more than 20 years of experience as a business development leader in the investment industry.

Broadridge boosts board

She is an experienced financial markets regulator, former SEC Commissioner, and recognized authority on financial markets regulatory issues.

Co-founder departs WealthO2

The pair were already existing shareholders and brought over 50 years combined experience in the fields of financial planning technology, platform and investment banking.

Executive Moves