Managers of Wealth

Credit Suisse appoints Fitzgerald, McCaffrey, Rima to asset management roles

Filippo Rima is promoted internally to assume the role of global head of investment, the spokesperson said.

Swiss Private Bank appoints new member of the Executive Management Board

Till Christian Budelmann has been with the Swiss Private Bank since 2004 and, as Chief Investment Officer (CIO), heads the Bank's Investment Division.

UBS WM restructures unit for ultra-rich clients, names new global family office boss

The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.

GoldenTree Asset Management Hires Head of Private Credit Origination

Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.

ZKB appoints Berberat Kecerski to board of directors

She succeeds Mark Roth, who was appointed to the board of directors at the end of January 2022.

Credit Suisse reorganizes Swiss entity

The focus is on private banking, i.e. business with customers who have between 250,000 francs and up to several million francs in custody assets.

BNY Mellon Wealth Management Names New Global Head of Fiduciary, Global Family Office

She will be responsible for managing a global team of trust professionals serving as advisor to family offices

7IM appoints chief risk officer

He joins 7IM from Brooks Macdonald where he was head of group risk for around four years.

StanChart Names India Head of Wealth Management

He brings to the role a rich experience gained over 20 years in wealth management, private banking and retail banking products and distribution.

Schroders restructures team, appoints investments lead

Local head of product Natalie Morcos will also take on an expanded role as head of product and solutions, Australia.

Itaú restructures global wealth management leadership team

Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.

Raiffeisen Switzerland completes management team and expands operational performance

In this way, Raiffeisen is further expanding its operational performance and increasing productivity in the company.

Wealth Enhancement Group Accelerates Multi-Year Growth Strategy by Appointing Eric Weiss as Chief Growth Officer

Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth

Pioneering Thematic ETF Issuer hires head of UK, Ireland and Channel Islands

Prior to that, James was part of the sales strategy team at J.P. Morgan Asset Management.

Natixis IM appoints head of distribution for Southern Europe and Latin America

She will be responsible for expanding Natixis IM’s footprint in those regions, overseeing Iberia, Italy, Latin America and U.S. Offshore.

Standard Chartered appoints private and business banking head

Following that, Jessie held a number of senior positions in HSBC, AIG and AIA, and was also the Deputy Chief Executive and Head of Retail Banking and Wealth management with Hang Seng Bank (China) Limited.

Pitcairn Names MD of Wealth Strategies

Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office

UBP Appoints Asia Asset Management CEO

He will report functionally to co-CEO asset management and head of institutional clients Nicolas Faller as well as regional to Asia CEO of wealth management Michael Blake.

Generali Switzerland gets new boss from Germany

Generali Switzerland has appointed Christoph Schmallenbach as the new CEO.

Zurich PB appoints executive board member

He will succeed Manuel Bächi on 1 June. Bächi decided to take a new opportunity outside the bank.

Executive Moves