Managers of Wealth

Peltz wins Janus board seats, gives up position at Invesco

Peltz and Trian CIO Ed Garden have now joined Janus’s board.

Aubrey Capital Management appoints new investment manager from UBS

Wilson takes over from John James

Google cofounder Sergey Brin’s family office to open in Singapore

He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.

New Chair of Guernsey Green Finance Strategy Group announced

Deputy Moakes, who is Chair of the Financial Services Forum and also the financial lead for the Committee for Economic Development, is known for his support of the green/blue economy and sustainable finance.

UBS appoints GM of Asset Management Taiwan

Before joining UBS Asset Management, she worked at Legg Mason Investment Advisory as General Manager, responsible for the company's operations management.

Basel Committee appoints new Secretary General

He has been Deputy Secretary General since July 2014.

An industry veteran says goodbye

After 30 years of service to the Entris companies, Jürg Gutzwiller will take regular retirement at the end of September 2022.

Brewin Dolphin announces new head of office in Nottingham

Robin joined the Nottingham office as an investment manager when it was established in 2008.

Julius Baer restructures LatAm unit, Mexico head exits

The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.

HSBC Bolsters Wealth Unit With Bank of Singapore Hire

He will be tasked with the development of capital market products and platforms across the bank’s wealth segments as well as online trading offering.

UBP Nets Ex-CCB Banker for Greater China Market

Based in Singapore, Suen will be tasked with strengthening the bank’s Greater China client coverage and providing bespoke advisory for the market’s ultra-high net worth clients.

Schroders Personal Wealth strengthens leadership team

He will work closely with the business development and client engagement teams to drive marketing initiatives and growth strategies.

PIMFA boosts board

Nick sits on a number of Redmayne Bentley’s key control committees and is a member of the Main and Executive Boards where he is central to Redmayne Bentley’s business strategy and development.

SJP managing director Gascoigne to step down

He has been an executive at the firm for more than 30 years

Standard Chartered Nets Ex-Credit Suisse Sustainability Chief

Highly experienced CSO will lead team combining Group sustainability strategy and client solutions

Quilter Cheviot's David Miller brings four-decade career in wealth management to a close

Joined Cheviot Asset Management in 2007

Forum Finance appoints new partner from Reyl

He will initially be based in Geneva and will head up Forum Finance's Dubai office

Five senior promotions for Credit Suisse team

Nick Kearns and Laura Quertier in the Global External Asset Manager department have been promoted to Director and Assistant Vice President, respectively.

Fisch Asset Management expands Executive Committee

Chairman of the Board, Dr Pius Fisch, commented: “I am delighted that with this forward-looking solution we can ensure that Fisch will continue to be a successful, independent company for the benefit of all stakeholders.”

KKR names Global Head of Private Wealth

Augments commitment to expanding access to KKR’s investment strategies for individual investors

Executive Moves