Managers of Wealth

Asteria Investment Managers Announces Changes in its Leadership to Prepare its Merger With Obviam AG

The integration is expected to be finalised by the end of the year and announced changes are subject to regulatory and final approvals.

Merrill Lynch WM recruits head of UHNW solutions

Prior to joining Merrill Lynch, Gautier was at Citi for four years where he worked within its cross-asset product strategy unit focusing on derivative-based solutions.

Zürcher Kantonalbank appoints new Head of Audit

He has all the prerequisites to continue the strong corporate governance of Zürcher Kantonalbank and to tackle future challenges.

AAA-rated emerging markets bond chief exits Julius Baer

Cesar Fernandez stepped away from managing the Julius Baer emerging markets debt flagship fund in August, Citywire Selector has learned.

Investec Wealth compliance boss exits

After 16 years at Investec, Mike Rigby will step down from his role as chief risk officer at the business on 31 August.

Blockchain Association for Finance Announces New Board

In just one year, the association brings together 13 private banks and 80 of the industry's leading External Asset Managers (EAMs), globally managing over $1’800 billion in assets under management.

Sandringham CEO exits eight months after M&G acquisition

Sandringham Partners' CEO Tim Sargisson is leaving the firm following the FCA's approval of M&G Wealth's purchase of the IFA in January.

Brown Shipley Manchester banker exits for Weatherbys

Daniel Porteous leaves after four years at Brown Shipley’s Northwest base.

Sanctum Wealth appoints Head of Strategic Solutions

The new role will witness him leading the strategic solutions function and focusing on building the platform across private investments and corporate advisory.

Michael Heine steps back at Netwealth

To date, Michael and Matt Heine have served as joint managing directors.

Steward Partners Onboards Newest Wells Fargo Recruit

Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.

Northern Trust Bolsters Digital Solutions Consulting Team

Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise

Channel appoints new Chief Commercial Officer

He brings a wealth of commercial expertise to the organisation

Groupe Indosuez Wealth Management : Indosuez wealth management expands team in Asia

These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow

UBS Duo Managing $407M Follows Their Former Teammates to Stifel in NYC

They’ve operated at Stifel as the CBC Wealth Management Group.

WM appoints ex-Credit Suisse PBs as partners for Bern office

Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.

Raffles Names Managing Partner for New Real Estate Team

The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.

BNY Mellon’s Pershing appoints Chief Executive Officer of Pershing’s EMEA business

She will lead the EMEA management team to realise the business’ next phase of growth

Ascot Lloyd appoints head of future adviser academy

Gregory is a chartered financial planner with experience in growing academies and IFA teams across the UK.

J.P. Morgan Asset Management Hires Head of Retirement

He will report to Andrea Lisher

Executive Moves