Managers of Wealth

BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC

Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.

Wire Wars: $1.4-Mln Merrill Family Team Leaves for Morgan Stanley in FloridaA four-person Merrill Lynch team led by a 29-year veteran broker and his nephew left earlier this month for rival Morgan Stanley in Fort Lauderdale, Florida, adding to a list of r

The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.

Schroders Personal Wealth strengthens business development team

Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group

UBP hires chief for German and Austria AM arms

Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.

ZKB CEO’s Departure Heralds Wider Changes

The head of the corporate customer unit since the start of 2020, Juerg Buehlmann’s, chances of landing the job are not considered high.

Credit Suisse's Veteran Brazil Boss Heads for Exit

The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.

New appointments strengthen Hawksford’s global corporate offer

Darren joins Hawksford from a director role at Fairway Group

BNY Mellon Wealth Management Expands Denver Office with Three New Hires

Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.

GAM Strengthens Presence in Asia

Terence’s appointment and the establishment of an office in Singapore underscores the importance of the Asia-Pacific region

Vontobel recruits former Switzerland deputy attorney general

She gained valuable experience in legal and regulatory topics in the context of the custody of digital assets.

Geneva IAM appoints CEO

The company received an expanded licence from Finma last week.

Martin Scholl has decided to step down as CEO of Zürcher Kantonalbank on August 31, 2022

The bank stated that the change is being announced early so that it can plan the succession process carefully.

Cantonal Bank CEO Heads Towards Exit

The early announcement of the change of CEO enables the bank a careful and optimal succession plan.

Close Brothers AM appoints Investment Director

In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.

IQ-EQ appoints first Head of Capital Markets

Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.

HSBC Asset Management hires climatech team

The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.

Reyl appoints Zurich head

Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.

Baird appoints Private Wealth Director

She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.

Ex-Avantax gatekeeper resurfaces at $1.2bn RIA

In his new role Landry serves as director of advanced planning for Credent, a newly created position.

Walker Crips makes new hires for Southampton office launch

Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.

Executive Moves