Managers of Wealth

Quintet Switzerland CEO leaves after seven months at the firm

Kamber Borens had been with Quintet, which was previously known as KBL Luxembourg, since September 2019

LOIM A-rated PM leaves and is replaced by AA-rated Robeco equity manager

Damian Burkhardt and Fabian Wiederin have been promoted from senior analysts to co-PMs within LOIM’s Swiss equity franchise.

Nucleus appoints chief risk officer

He will be responsible for regulatory analysis and monitoring as well as overseeing compliance agreements.

BNY Mellon Confirms new CEO

Prior to being named interim CEO in September, Mr. Gibbons served as Vice Chairman and CEO of Clearing, Markets and Client Management

Ex-Kleinwort Hambros adviser takes senior role at multi-family office boutique

Experienced portfolio manager to take senior post in investment house specialising in ultra-high net worth investors.

River and Mercantile appoints James Sym to launch European equity strategies

James will work closely with Hugh Sergeant and the broader equities team at R&M, which currently manages a range of strategies that specialise in UK, Global and Emerging Market equities.

Wealth manager appoints new head of advice

Howell's appointment wraps up a month of significant change at ClearView.

We’ve created a new Financing and Securities Services unit

It will also further enhance the synergy between Financial Markets and Transaction Banking within our Corporate, Commercial & Institutional Banking business, to ensure we are fully equipped, relevant, and best-placed to service our clients.”

Citigroup’s head of South Asia Private Bank steps down

Jyrki Rauhio is leaving the firm at the end of March to pursue other opportunities

Contemi Appoints Daniel Thafvelin to Lead its Nordic Growth

Today he is a strong technology services professional with over 10 years’ experience in the software and services industry, having held commercial and customer facing roles in companies like Software Innovation, Storebrand, Tieto and Cxense.

HSBC Global Asset Management Names New Boss

His expanded role will see him lead the delivery of HSBC GAM’s strategic program, future strategy, M&A and corporate management activities, said a statement on Monday.

Credit Suisse Veteran Exits

Amine left Credit Suisse's C-suite for its asset management arm, where he was to set up a private debt fund.

Zurich WM poaches Credit Suisse and UBS veterans for Asia branch

We allow dedicated and veteran teams like Rachel and Urs to continue doing what they do best, acting in the best interest for clients with a truly independent approach.’

Management change at Handelsbanken

Dan Lindwall, currently acting CFO, will return to his ordinary position as head of Handelsbanken Capital Markets on the same date.

Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill

He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.

Tilney expands Edinburgh team with new financial planner

This is a hugely exciting time for our Edinburgh team as we continue a period of rapid growth

ANZ announces expansion of Family Office Unit

A spokesperson for ANZ reportedly has said “They join the well-established family office team that has been operating within ANZ Private Bank for a number of years.”

Credit Suisse Appoints New Zurich Head

It also becomes the bank's face to external stakeholders in the region.

CS appoints new regional head for Zurich

She replaces Hans Baumgartner, who took over the management of the entrepreneurs and executives department on 1 March.

Guardian Wealth Management trio exit the business

As it is sold to a private equity vehicle managed by Skybound Capital

Executive Moves