Managers of Wealth

Insigneo recruits Bolton’s Miami wealth head Averett for senior role

Michael Averett had been with Bolton Global Capital for two years after spending most of his career at Citi.

Unigestion portfolio management chief joins Sturdza Family fund

Alexandre Déruaz, who served as the recent head of portfolio management for Unigestion’s equity products, has been brought on to manage the $262m strategy.

Private debt MD exits Partners Group after 18 years

Alexander Ott has left Partners Group in Zug.

Martin Hillyer joins as Intermediary Relationship Director

In the role, Hillyer will mainly focus on developing and fostering relationships with mortgage intermediaries to help tailor borrowing solutions to meet the needs of clients.

Sascha Banz Joins UBS Asset Management as Head of Global Wealth Management Client Coverage in APAC

In his new position, Banz will serve as the head of Global Wealth Management client coverage for the Apac region at UBS Asset Management.

Quilter makes triple investment director hire

Ryan Medlock and Filipo Madonia both join from Royal London, while Nick Davison has arrived from Liontrust.

Nikko AM: Change in Officers

“We are excited to welcome Seth and Mark into the Nikko AM family.

Société Générale appoints new boss for Zurich subsidiary

He succeeds Clemens Pieger , whose term as head of the Zurich office ended at the end of last year, as the subsidiary of the major French bank announced on Monday.

GBST strengthens executive team with Head of APAC role to drive strategic growth and client success.

Advice solutions, Executive, Wealth management administration 29/01/2024

UBS appoints wholesale client coverage head

He will locally report to Alison Telfer, UBS country head Australia and New Zealand, and regionally report to Thomas Kaegi, APAC head of wholesale distribution.

Four managing directors split with UBP

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

NextGen recognised as Praxis announces annual promotions

Ten promotions have been made at leadership level, with two appointments to director, four to associate director and four to senior manager.

Evelyn appoints financial planning director for South England push

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

Former Credit Suisse APAC asset management head exiting UBS - sources

Prior to taking up the senior role under UBS in China, Huang was the top boss heading Credit Suisse’s asset management business in Asia Pacific.

Howden Private Wealth’s Asia Chief Takes Top Job

In the role, he will guide and lead the firm across its six operating hubs in Hong Kong, Singapore, Malaysia, Dubai, Switzerland and the US.

Northern Trust Asset Management Names Director of Quantitative Solutions, International

Milan Vidojevic Latest in Series of Hires Bolstering International Team

Quintet Private Bank names a group chief risk officer

An international risk specialist joins the executive team of Quintet Private Bank.

Mattioli Woods cuts jobs in investment restructure

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

Fenergo appoints Andrew Brandman as Chief Customer Officer

Andrew will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success while executing on Fenergo’s client-centric strategy.

Goldman Sachs names Mena head for private wealth management capital markets

Lucy da Gama Campos will focus on family offices and transactional business.

Executive Moves