Managers of Wealth

Onex appoints head of ESG

All amounts in U.S. dollars unless otherwise stated

Highvern Group appoints new head of Family Office Services

Responding to the changing needs of his client, Richard went on to migrate the family office into a multi-family office environment.

Morgan Stanley appoints E*Trade leaders to top wealth division jobs

The moves make a unified leadership team, Andy Saperstein, head of the wealth business, wrote in the memo.

Swiss private bank bolsters Asia business

Added Frankie Tong as managing director, head of investment consultants, North Asia, since March 2021, as well as senior relationship managers Gigi Liu and Connie Chan.

Investec combines planning services in advice arm launch

Holgate has been with Investec for four years but in the industry for 17 years.

TD triggers management shakeup after head of private wealth departs

Big Six bank's head of private wealth and financial planning stepping down after 14 years

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Hiscox names new art & private client distribution lead

The newly created role covers Hiscox UK’s ‘Art and Private Client’ (APC) division, which encompasses its high net worth home, motor and fine art lines, sold via brokers and direct to customers.

Zuger Kantonalbank: Head of corporate clients disembark

After eight years, he is leaving the bank at his own request with immediate effect in order to devote himself to new tasks outside the bank, as we learned further.

Smith & Williamson continues Forensic Services team expansion with senior hire

Jenny has a particular specialism in the not-for-profit-sector, having spent some time out of the profession as finance director of two charities.

Credit Suisse, Star Credit Trader Part Ways

The Swiss bank is parting ways with a credit fund overseen by star trader Hamza Lemssouguer, after its planned launch was stymied by trouble at the wider asset management unit.

Head of Zuger cantonal bank's corporate clients exits

Adrian Andermatt had been at the firm since 2013 and was appointed to the executive board in 2017.

SJP partner leaves following investigation into lead site

Other issues with the website included its use of the Financial Conduct Authority logo, which is prohibited, according to the regulator’s rules.

Close Brothers appoints MD in Mayfair office

He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds CISI diplomas in derivatives, fund management, and regulation & compliance.

Société Générale CIO joins Woodman Asset Management

Alan Mudie will become investment head at the Swiss firm.

Zwei Wealth hires ex-CEO of CS division as partner

Zwei Wealth said that he brings expertise in sustainability, financial planning and complex client situations.

AHR Private Clients appoints new Operations Director

In his new role, Rees will oversee the development and delivery of AHR’s client solutions, ensuring the business delivers a best-in-class approach to whole of market, unbiased financial advice.

Iress appoints head of product design

Before that, Amir was head of user experience at another technology consultancy DiUS Computing where he was responsible for building and growing their design capability across Melbourne and Sydney.

Credit Suisse Appoints Southeast Asia Private Banker

Tan has 19 years of experience in the financial sector including institutional sales and investment consulting with high and ultra-high net worth clients in Thailand and Singapore alongside family offices.

SocGen PB investment strategy head Mudie exits for Zug IAM

He will also be a member of the executive committee, subject to Finma approval.

Executive Moves