Managers of Wealth

Temenos Reshuffles Board

The appointment will further strengthen the skills of our Board.

Mirabaud strengthens wealth management business in Uruguay

These two hires demonstrate that just one year after Mirabaud’s arrival in Uruguay

SANNE appoints Global Head of Technology Change

He joins SANNE from Standard Life Aberdeen, where he held the role of Head of Infrastructure and Platform Services, and has extensive knowledge in IT architecture, strategy and cloud functions.

Vontobel WM CIO departs and deputy takes over

Previously, he also worked at Credit Suisse for over six years as director for investment strategy and research.

JPMorgan Hires Merrill Chief's Brother to Head Wealth Mgmt Unit

JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.

Appointment of the Swiss representative on the International Monetary Fund's Executive Board

Since 2016, Marcel Peter has been Deputy Director and Head of Multilateral Coordination at the SNB in Zurich.

CREALOGIX Asia appoints new CEO

He is now responsible for this focus region.

DWS hires Credit Suisse wealth investment boss

Stefan Kreuzkamp, DWS’ Chief Investment Officer and Co-Head of the Investment Group says: “We are very happy that Bjoern has decided to join DWS.

Swiss independent fund distributor opens German subsidiary

Acolin describes itself as the only globally active provider of cross-border fund distribution services that operates independently of banks.

Vontobel expands WM team in Basel with ex-UBS advisors

Schüpbach said: ‘Within our Swiss home market, Basel is one of the locations that is generating growth, and we will continue to expand our presence there on a targeted basis in the future.

PIMCO Appoints Wealth Head of Hong Kong and Singapore

Staley joined PIMCO in 2011 and before his return to the U.S., he previously held various senior roles including head of Singapore office, head of Hong Kong institutional and head of Taiwan before being appointed to the dual wealth head role in mid-2018.

Briggs returns to FSC as deputy CEO

His depth of experience in financial services policy and government relations will strengthen the FSC’s excellent policy team both now during the current period and into the future.

HSBC Private Banking appoints UHNW head for EMEA and US

She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.

GAM to cut 137 jobs as AUM falls by CHF 20bn in three months

The plan is part of GAM’s efforts to reduce costs as the group’s assets under management fell to CHF 112.1bn, 15.5% lower than CHF 132.7bn at the end of 2019.

CHF 722m LatAm advisor exits Julius Baer

Riege was later made a managing director and senior advisor for the Swiss private bank.

Kestra Financial Onboards Russell Giammarino Wealth Management

The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.

UBS WM makes senior appointment for CIO office

Latest move follows Mike Ryan changing his job within the Swiss giant's senior management.

Value Partners Group appoints Chief Operating Officer

Cheung has nearly 20 years of experience in the financial sector, holding senior positions in investment banking, central counterparty, and asset management businesses.

Former Credit Suisse head to act as envoy for African Union's bid for virus support

Tidjane Thiam was name alongside other representatives such as Old Mutual chairman Trevor Manuel and Nigeria's former finance minister Ngozi Okonjo-Iweala

Contemi Gets a New Managing Director in Vietnam to lead Asia Development Centre

Prior to joining Contemi, Pinky was working with CommonWealth Bank Vietnam as Portfolio Management Officer and Solution Delivery Manager.

Executive Moves