Managers of Wealth

Credit Suisse Nabs Barclays Banker for Israel

Joseph Wolf brings some 27 years of banking experience, with a focus on the Israeli technology sector.

First Republic boosts New York team

They are highly regarded wealth managers and are a strong addition to our expanding team serving metropolitan New York

Schroders appoints as Head of Sustainability, North America

Marina will report to Andy Howard, Global Head of Sustainable Investment and regionally to Tiffani Potesta, Chief Strategy Officer, North America.

Deutsche Bank Names Head of U.K. Wealth Unit

He will succeed Michael Morley, a former Coutts & Co. CEO who has led Deutsche Bank’s U.K. business since 2017 and is retiring from executive roles after more than four decades in the City of London.

Crestbridge announces Group-wide promotions

The latest round of promotions includes a number at senior level.

UBS Adds Sustainable Finance Duo

In their newly created roles, they both report to Tasos Zavitsanakis, head of sustainable finance office, Greater China.

Schroders Personal Wealth hires chief client officer

He will join SPW in the second quarter of 2022 and will report directly to Mark Duckworth, Chief Executive.

BIS appoints A Head of the Innovation Hub Eurosystem Centre

He is currently a principal economist in the BIS' Monetary and Economic Department, working with the unit dedicated to Innovation and the Digital Economy.

First Business Bank Appoints Vice President – Director of Private Wealth & Wealth Advisor

He has a reputation in the community as a hard-working client advocate and team-focused individual.

Bitcoin Suisse appoints banking veteran as CEO

Dirk Klee has an impressive track record where all these success factors are concerned.

Basel IAM appoints partner

Jossi Hess stepped down as a partner and retired from his job as a client advisor at the end of 2021.

Zurich IAM hires ex-Blackrock manager for expansion

Christian Gast worked as head of iShares and index investing at Blackrock Switzerland.

Acorn Capital Advisers appoints new Partner

This exciting development will see her merging her business into Acorn Capital Advisers.

Quilter Financial Advisers appointments national sales director

Quilter Financial Advisers predominantly targets affluent clients and delivers financial planning services to 26 affinity and corporate partners.

Pictet Strengthens Zurich Front Office

Fissette will focus on asset services for financial institutions as well as asset managers in Switzerland and key European markets.

Schroders appoints new Head of Corporate Governance

Prior to joining Schroders, Tim spent 14 years at Federated Hermes, including most recently as Director of Engagement where he focused on the energy, technology, consumer goods and retail sectors.

HSBC AM appoints Senior Vice President, ETF & Indexing Business Development

HSBC Asset Management (HSBC AM) has appointed Cheong Mun Fai as Senior Vice President, ETF & Indexing Business Development, effective 1 December.

Credit Suisse hires Guez to drive investment bank and wealth management tie up in France

The Swiss bank is creating closer links between its wealth management unit and investment bank

Julius Baer recruits Citi PB exec in Brazil for client team

Prior to Citi Private Bank, Bonfá spent more than 10 years at HSBC

Credit Suisse Appoints New Private Bank Head in Spain

After the abrupt departure of its private banking head in the region, the bank has found a Credit Suisse veteran to run its business in Spain and Portugal.

Executive Moves