Managers of Wealth

BNY Mellon Wealth Management Names New Head of Deposits

Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.

Departure of Blackstone Resources battery boss

Blackstone Resources AG is a Swiss holding company based in Baar

António Horta-Osório Is Joining Mediobanca

Prior to working at Credit Suisse, Horta-Osório led British bank Lloyds back to profitability following the 2008/09 financial crisis.

Bluespring Wealth Partners Welcomes David Canter as President

RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy

Pictet names co-heads of absolute and total return credit

Swiss group hands dual position to experienced investor and relative newcomer, Citywire Selector has learned.

Liontrust adds to fixed income team with double hire

Sharmin Rahman and Emma Veitch

LGT Crestone hires head of sustainability

Sustainable investing is a top priority for us, and we look forward to having Amanda lead our efforts to drive long-term environmental change in both our operations and networks.

Targens Switzerland Appoints New CEO

Becker, who was previously responsible for Targens' Swiss and Liechtenstein markets, has been on the company's executive board since 2021.

Fidelity Exec to Join Kestra’s Bluespring Wealth Partners

Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.

Ex-Credit Suisse chairman resurfaces at Italian bank

Horta-Osório was chairman of Credit Suisse Group from April 2021 until January 2022.

Ex-Goldman Hedge Fund Specialist Joins UBS Wealth Unit

Wong will report to head of hedge funds and investment specialists Gunther Jost.

J.P. Morgan Private Bank expands Middle East and North Africa team with key hires in Switzerland

These bankers bring a deep understanding of the challenges facing families across the Middle East

Kingswood hires Chartered Wealth Planner from Schroders

Her appointment comes and Kingswood pledges to increase its number of female advisers from 15% to 25% this year to help tackle a lack of women advisers.

Morgan Stanley names new global co-heads of investment banking

Both have been working with Morgan Stanley for around 24 years.

Nordea Asset Management Names APAC Distribution Head

Singapore, Dhoraisingam is tasked in the newly created role with leading the firm’s business development activities in the region across wholesale and institutional business channels.

Changes to the UBS Group Executive Board

Naureen Hassan to succeed Tom Naratil as President UBS Americas; Iqbal Khan to become President Global Wealth Management

T Rowe Price hires head of intermediary for Asia ex-Japan

The asset manager has recruited Glen Lee from Eastspring for the newly created role as it looks to beef up its regional distribution team.

Ninety One's long-standing multi-asset head steps down from funds

Philip Saunders, co-head of multi-asset growth for the past two decades, has moved to the Ninety One Investment Institute.

Evelyn Partners continues South West expansion

Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Matt Dickinson as the firm’s first Cornwall-based investment man

EdR overhauls management in CHF 12bn real estate investment arm

This is part of the firm’s efforts to expand its offering of funds and mandates with a regional, sector or thematic focus.

Executive Moves