Managers of Wealth

Canaccord hires from Bordier & Cie for new national distribution role

David Muncaster becomes head of distribution, a new role created to support the firm’s growth.

Deutsche Bank Wealth Management Hires Ex-DBS Duo

Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.

Financial Advisor in Los Angeles Joins UBS Private Wealth Management

Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending

Seven New Directors Join The Investment Association's Board

The appointees join the Board from a range of firms including some of the largest asset managers in the country

BNY Mellon Appoints Global Head of Marketing & Communications

Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.

Lioner Appoints Wealth Veteran as Partner

Previously, he was also a team leader for private client services at Mercer and the North Asia head of fiduciary and trust services at Standard Chartered Private Bank.

Tilney Smith & Williamson hires two from Quilter Cheviot

Crawford Armstrong and Mark Johnson joined the firm to focus on business development in Scotland and the South of England respectively.

Julius Baer announces new organisational structure for market Switzerland

Gilles Stuck has been with Julius Baer since 2018, when he joined the Bank as Head of Structured Finance.

More Changes at Credit Suisse's Brazilian Arm

Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.

Goldman Sachs appoints Coleman as new CFO, replacing Scherr

The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.

Avaloq appoints Georges Roten as new Regional Head for Switzerland and Liechtenstein

The seasoned manager is taking over from Mathias Schütz who is leaving Avaloq after a 20-year affiliation in various leadership functions.

Ocorian appoints Managing Partner, Ocorian Law (Bermuda)

He advises on governance, segregated accounts companies, insurance, investment business and investment funds, as well as corporate and finance transactions.

SEBA Bank Adds to Executive Team to Drive Global Growth

Following outstanding growth in the past year, and aligning closely with its rapidly growing portfolio of institutional clients

Zug IAM portfolio manager exits for CHF 3.7bn RobecoSAM fund

Robeco has been on a hiring spree since a four-person sustainable equity team left for Polar Capital in June.

Geneva boutique hires UK head of institutional

Joins from Haitong International Securities.

Quilter hires platform vetera as commercial and propositions director

The move follows the successful completion of Quilter’s re-platforming earlier this year, with the new platform technology placed at the core of the wider Quilter business for its future growth.

Henning Gebhardt returns to fund management at boutique

M&G appoints managing director for UK wealth arm

Will lead the expansion of M&G Wealth in the UK

Cresset Adds Five Ex-JPMorgan FAs

Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.

Bank of America Revamps Leadership, but C.E.O. Plans to Stick Around

The nation’s second-largest bank promoted several executives, although it’s unlikely that any of them will replace Brian Moynihan, the chief executive, anytime soon.

Executive Moves