Managers of Wealth

Wealth Fintech Aqumon Hires CSOP Veteran

He will lead the department’s production and distribution of investment services using artificial intelligence

Julius Baer Uruguay CEO and senior staff exit in downsizing push - sources

Felipe Perez, CEO of the Swiss private bank's business in Montevideo, has exited along with two other senior employees, sources have revealed.

UBS Asset Management appoints head of infrastructure equity

He will be responsible for developing and increasing the presence and global investment opportunities for the REPM's $5.2bn infrastructure platform.

BNY Mellon Wealth Management Named Tom Assad as Senior Client Strategist in Boston

Tom is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England.

Billionaire Larry Ellison is leaving Tesla’s board of directors

After joining Tesla’s board, he had to disclose his investment, which was worth about $1 billion at the time.

Deutsche Bank strengthens private banking team in Asia

Stefanie Holtze-Jen has been appointed as head of discretionary portfolio management for Asia-Pacific.

Quilter's acquisition boss leaves firm

Client migration to this platform from Old Mutual Wealth finished in February 2021.

The veteran of communication leaves UBS

Before moving to UBS, Hengel worked as a specialist for financial communications and sensitive operational issues for the largest Swiss insurer Zurich and for the US bank Citigroup.

Third Financial bags more top talent as exceptional growth continues

This growth is set to continue with several implementations currently underway and a series of existing customers renewing long term contracts.

Fnality names chairwoman

Olga Zoutendijk has a successful track record of driving profitable business growth and innovation

Wealth Manager Joins First Republic in New York

Bakshi was named Managing Director and Wealth Manager.

CEO of DeVere-owned advice firm steps down

The process of recruiting a top calibre chief executive are underway to lead and grow Prosperity.

Avaloq hires Thomas Fischer to support European financial institutions on their digitalization journey

Thomas Fischer is going to replace Karl im Brahm, who was the CEO of Avaloq Sourcing (Europe) AG until end of 2021.

Cantonal banks elect new association presidents

The General Assembly of the VSKB took place physically for the first time after a two-year break due to Corona.

Swiss cantonal banks association appoints president

He succeeds Urs Müller, who was in office for 10 years and is now retiring.

Schroders Zurich investment consulting head joins IAM as portfolio management head

Michael Sullivan was previously chief investment officer at Dynamic Tree Asset Management in Zurich.

Tilney Smith & Williamson appoints Partner to build and develop private equity tax offering

He joins the firm’s professional services business from EY where he was an Associate Partner who led the Manchester Private Equity Transaction Tax Team and was part of the wider national Mid-Market group.

EQ Investors appoints DFM business development

Tasked with expanding the firm’s sustainable discretionary fund management (DFM) business

Ares Management Corporation Launches Dedicated Wealth Management Solutions in Asia

Henry Lee Joins as Head of Asia for Ares Wealth Management Solutions to Oversee Retail Product Development, Distribution and Strategic Distribution Partnerships Across the Region

Credit Suisse names APAC asset management lead

She has been with Credit Suisse since 2006 and leading the China asset management business since 2014.

Executive Moves