Managers of Wealth

UBS Poaches Middle East Team From Rival

“Credit Suisse is fully committed to the Middle East region and will continue to invest.”

VP Bank Rehires Ex-Swiss Boss for Revitalization

The CTO will become a member of VP Bank’s Key Management team and will report directly to the CEO of VP Bank Group.

Baumann Banquiers Partner Leaves

From September, Baumann’s management will consist of Burkhardt and Chairman Daniel Rüedi. Preiswerk remains a «silent» partner.

Fiduciary Trust boosts team

Taylor has nearly 20 years of experience working closely with ultra-high-net-worth families and providing them with sophisticated estate and wealth planning solutions.

Digital wealth manage announces senior hires

The appointment comes on the heels of three other major hires from April to June 2021, which include head of new business Jack Prickett, head of finance Brice Derouet, and head of partnerships Laurens Koppelaar.

Bravura Solutions appoints new Chief Executive Officer

During my tenure, Bravura has grown into a highly regarded and deeply trusted partner to some of the world’s most important financial institutions

The private wealth firm hires head of philanthropic services

Co-founder and executive director Andrew McKie said he is excited to see Chenoweth join the team.

Zurich names Group Chief Data Officer

Mr. Kasahara will be based in Zurich, Switzerland, and report to Ericson Chan, Group Chief Information and Digital Officer.

Hurst Point Group claims former Sanlam Wealth CEO

Will start on 6 September

Deutsche lays off private bankers in Geneva and Miami

It is possible that up to a dozen bankers have been let go from the German group's International Private Bank since last week.

Barclays Wealth Management appoints Northern director

Prior to joining Barclays, he was a manager at law firm Bond Dickinson.

JM Finn's former chairman to join wealth management start-up

In his role as joint chairman, Edgedale will work with Michael Kerr-Dineen, the existing Vermeer chairman

Golding opens Swiss office and appoints Head of Switzerland

Professional investors in Switzerland can now benefit from its proven expertise in private investment markets via the new Zurich office.

Ex-CS direct banking head joins IAM's board of directors

Mario Crameri has joined the board of directors of Swisspartners.

Ex-Credit Suisse Executive Snaps Up Board Job

Crameri is ideally positioned to spur Swisspartners' digitization because he is at the crossroads of technology and business, Chairman Martin Meyer said.

Credit Suisse Rehires Investment Banker

His hire contrasts with widespread defections at Credit Suisse's investment bank following more than $5 billion in losses on Archegos, as well as a $10.1 billion Greensill fund disaster at its asset management arm.

Clarence Nunn Named Head of Diverse Segments for Wells Fargo Wealth & Investment Management

Nunn to set strategy, manage and grow partnerships for clients and prospects

Morgan Stanley Private Banker Sheds Role for Relocation

Wai remains with the firm but will relocate to Australia for family-related reasons.

ZEDRA appoints new Head of Funds for Guernsey

The funds team also supports the Guernsey Green Funds initiative which aims to provide greater access to green investments to end investors.

KPMG appoints new wealth and asset management partner

He will lead the firm’s risk and compliance advisory capability in this sector as client demand continues to soar.

Executive Moves