Managers of Wealth

Société Générale with new access in sales team

In his new role, Sahli will be responsible for offering the full range of cross-asset products to clients in Switzerland, with a focus on investment and hedging solutions.

Credit Suisse Tips Two Stand-ins for Auditing Job

It is the latest in a series of changes following several painful blow-ups.

PIMFA appoints Private Investor Indices Committee chair

She was appointed to the role of chair of the Private Investors Indices Committee in September

Private Bank Ramps Up For Expansion

Neue Privat Bank (NPB) entered joint venture with Cyprus-based investment firm Almha Limited, earlier this year to offer wealth advisory services in the United Arab Emirates.

Mattioli Woods taps David Kiddie for chairman

The board welcomes David to the chairman role and believes that having worked with him closely over recent months he, along with the other recent appointments, creates a board with the skills, experience and capabilities

Investec Wealth hires Blankstone boss for Liverpool role

Investec Wealth & Investment has hired Neil Turner to its Liverpool office as an investment director.

EFG appoints deputy boss in London

She also supports Richard Thomas, the UK Regional Manager and CEO of the British EFG subsidiary, in the operational management of the company.

Julius Baer hires Deutsche banker as MEA Geneva head

Yvan Wicht was global head of wealth investment advisory for the Middle East & Africa, based in Geneva.

UBS appoints new head of Lenzburg branch

He has a bachelor's degree in business administration

Bank Syz appoints Chief Investment Officer

Effective October 1, 2021

Julius Baer appoints Group Head Middle East & Africa Geneva

Assuming responsibility for the further development of Julius Baer’s Middle East and Africa business out of Geneva.

SCredit Suisse Group elects two new board members

Shareholders also elected him as a new member of the Compensation Committee as proposed by the Board of Directors.

Bank Syz hires chief investment officer

The new hire will oversee discretionary portfolio management and advisory services at the Swiss bank.

BKB appoints board member and legal head

The legal specialist joins from Goldman Sachs Switzerland.

CdR Capital Group strengthens Dubai presence with two major appointments

This is another major step in strengthening our presence and activities in both the UAE and the Middle East

Tilney Smith & Williamson grows Exeter office with hire

He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.

Kingswood U.S. Recruits $382 Million in Total Client Assets with Addition of Six Independent Financial Advisor Practices

Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning

Multi-Family Office Makes Senior Hire to Drive APAC Growth

He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie

Key UBS Platform Banker Quietly Replaced

The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.

Chris Shepler Joins FTC as VP & Investment Officer

Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.

Executive Moves