Managers of Wealth

Wealth management firm grows by two

There is over 25 years of experience between the two new team members.

Ex-Citi Banker Leaves Family Office

He joined Citi’s private bank in 2008

Mathematician becomes President of Bank CIC Switzerland

With the appointment of Charpentier, Bank CIC emphasizes its focus on companies and entrepreneurs.

ZWEI Wealth appoints new partner

He takes care of customer mandates from private and institutional investors in Winterthur and the surrounding area.

Lombard Odier appoints new CEO for Europa Bank

Due to his many years of experience in various management positions in global companies, he has in-depth knowledge of the European business, regulatory and operational environment, as the Geneva-based private bank further announced.

Barclays appoints Duncan Beattie and Duncan Connellan as Managing Directors of Investment Banking Australia

Duncan Beattie and Duncan Connellan are outstanding additions to our Investment Banking team

Rockefeller Adds Ex-Morgan Stanley Team With $1.3B In Atlanta

The team will report to Michael Outlaw, national field director of the Rockefeller Global Family Office.

Credit Suisse chairman quits

Under the leadership of Axel Lehmann, the Board and the Executive Board will continue to execute Credit Suisse’s strategy, driving forward the transformation of the bank.

CREALOGIX appoints two new Managing Directors for Central and Northern Europe

We are delighted to have been able to recruit two proven sales experts and managers

Quilter Cheviot Europe to establish financial planning service following new hire

Fahy joins the business from Brewin Dolphin Ireland

Industry heavyweight named as Charles Stanley CIO

Starts in January

Natixis Investment Managers Names Head of Diversity, Equity and Inclusion in the US

He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.

J.P. Morgan Hires Head of Ops For Private Banking in Asia

Tan has nearly three decades of banking experience with a focus on back-office capabilities.

Nicola Wealth expands global equity coverage group

Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities

UK wealth manager appoints new CEO

Brown Shipley has recorded sustained growth; the firm currently counts 360 staff in eight UK offices, managing some £10 billion in client assets.

UBS Veteran Surfaces at Wealth Start-Up

McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.

Top European Lawyer Leaves Credit Suisse

A 17-year legal veteran of the Swiss bank responsible for contentious regulatory and complex investigatory work is exiting.

PwC appoints new head of asset and wealth management

A partner at the firm since 2014, Charles has more than 20 years’ experience in financial services

Weatherbys hires ex-Barclays man as head of investments

The appointment comes as the Bank reports a strong 2021, with cash deposits growing 29% last year.

Credit Suisse Names Entrepreneur Banking Heads

Tucker, who previously worked as a managing director at Nomura, will become a managing director.

Executive Moves